Usa Mutuals Cash Position Weight vs. One Year Return
| UNAVX Fund | USD 26.88 0.02 0.07% |
For Usa Mutuals profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Usa Mutuals to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Usa Mutuals Navigator utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Usa Mutuals's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Usa Mutuals Navigator over time as well as its relative position and ranking within its peers.
Usa |
Usa Mutuals Navigator One Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Usa Mutuals's current stock value. Our valuation model uses many indicators to compare Usa Mutuals value to that of its competitors to determine the firm's financial worth. Usa Mutuals Navigator is presently regarded as number one fund in cash position weight among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 0.08 of One Year Return per Cash Position Weight. The ratio of Cash Position Weight to One Year Return for Usa Mutuals Navigator is roughly 11.85 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Usa Mutuals' earnings, one of the primary drivers of an investment's value.Usa One Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Usa Mutuals |
| = | 99.99 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Usa Mutuals |
| = | 8.44 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Usa One Year Return Comparison
Usa Mutuals is currently under evaluation in one year return among similar funds.
Usa Mutuals Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Usa Mutuals, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Usa Mutuals will eventually generate negative long term returns. The profitability progress is the general direction of Usa Mutuals' change in net profit over the period of time. It can combine multiple indicators of Usa Mutuals, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund, a diversified investment company, pursues its investment objective by employing a discretionary trading strategy which attempts to tactically allocate exposure levels in the U.S. stock market. Primarily, the Adviser invests the portfolio in long and short equity stock index futures, however, the Adviser may also invest in stock index futures listed on other equity exchanges.
Usa Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Usa Mutuals. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Usa Mutuals position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Usa Mutuals' important profitability drivers and their relationship over time.
Use Usa Mutuals in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Usa Mutuals position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Usa Mutuals will appreciate offsetting losses from the drop in the long position's value.Usa Mutuals Pair Trading
Usa Mutuals Navigator Pair Trading Analysis
The ability to find closely correlated positions to Usa Mutuals could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Usa Mutuals when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Usa Mutuals - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Usa Mutuals Navigator to buy it.
The correlation of Usa Mutuals is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Usa Mutuals moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Usa Mutuals Navigator moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Usa Mutuals can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Usa Mutuals position
In addition to having Usa Mutuals in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Toys Thematic Idea Now
Toys
Companies producing and distributing toys and different gaming products for kids. The Toys theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Toys Theme or any other thematic opportunities.
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Other Information on Investing in Usa Mutual Fund
To fully project Usa Mutuals' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Usa Mutuals Navigator at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Usa Mutuals' income statement, its balance sheet, and the statement of cash flows.
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