Inflation Protected Five Year Return vs. Year To Date Return
| VCTPX Fund | USD 8.65 0.02 0.23% |
For Inflation Protected profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Inflation Protected to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Inflation Protected Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Inflation Protected's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Inflation Protected Fund over time as well as its relative position and ranking within its peers.
Inflation |
Inflation Protected Year To Date Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Inflation Protected's current stock value. Our valuation model uses many indicators to compare Inflation Protected value to that of its competitors to determine the firm's financial worth. Inflation Protected Fund is presently regarded as number one fund in five year return among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 0.95 of Year To Date Return per Five Year Return. The ratio of Five Year Return to Year To Date Return for Inflation Protected Fund is roughly 1.05 . 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 Inflation Protected's earnings, one of the primary drivers of an investment's value.Inflation Year To Date Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Inflation Protected |
| = | 1.87 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Inflation Protected |
| = | 1.78 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Inflation Year To Date Return Comparison
Inflation Protected is currently under evaluation in year to date return among similar funds.
Inflation Protected Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Inflation Protected, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Inflation Protected will eventually generate negative long term returns. The profitability progress is the general direction of Inflation Protected's change in net profit over the period of time. It can combine multiple indicators of Inflation Protected, 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 normally invests at least 80 percent of its net assets in inflation-indexed fixed income securities issued by domestic and foreign governments , their agencies or instrumentalities, and corporations and in derivative instruments that have economic characteristics similar to such securities. It invests primarily in investment grade securities rated Baa3 or higher by Moodys Investors Service, Inc. or BBB- or higher by SP Global Ratings. The fund also may invest up to 50 percent of its total assets in securities denominated in foreign currencies.
Inflation Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Inflation Protected. 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 Inflation Protected 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 Inflation Protected's important profitability drivers and their relationship over time.
Use Inflation Protected 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 Inflation Protected 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 Inflation Protected will appreciate offsetting losses from the drop in the long position's value.Inflation Protected Pair Trading
Inflation Protected Fund Pair Trading Analysis
The ability to find closely correlated positions to Inflation Protected could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Inflation Protected 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 Inflation Protected - 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 Inflation Protected Fund to buy it.
The correlation of Inflation Protected 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 Inflation Protected moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Inflation Protected 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 Inflation Protected 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 Inflation Protected position
In addition to having Inflation Protected 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 Housewares Thematic Idea Now
Housewares
Companies making housewares accessories and providing houseware services. The Housewares theme has 39 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 Housewares Theme or any other thematic opportunities.
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Other Information on Investing in Inflation Mutual Fund
To fully project Inflation Protected's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Inflation Protected 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 Inflation Protected's income statement, its balance sheet, and the statement of cash flows.
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