Villere Balanced Ten Year Return vs. Price To Earning

VILLX Fund  USD 21.02  0.09  0.43%   
Based on the measurements of profitability obtained from Villere Balanced's financial statements, Villere Balanced Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Villere Balanced's ability to earn profits and add value for shareholders.
For Villere Balanced profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Villere Balanced to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Villere Balanced Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Villere Balanced's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Villere Balanced Fund over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Villere Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if Villere Balanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Villere Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Villere Balanced Price To Earning vs. Ten Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Villere Balanced's current stock value. Our valuation model uses many indicators to compare Villere Balanced value to that of its competitors to determine the firm's financial worth.
Villere Balanced Fund is presently regarded as number one fund in ten year return among similar funds. It also is presently regarded as number one fund in price to earning among similar funds reporting about  3.24  of Price To Earning per Ten Year Return. 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 Villere Balanced's earnings, one of the primary drivers of an investment's value.

Villere Price To Earning vs. Ten Year Return

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Villere Balanced

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
8.23 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.

Villere Balanced

P/E

 = 

Market Value Per Share

Earnings Per Share

 = 
26.68 X
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.

Villere Price To Earning Comparison

Villere Balanced is currently under evaluation in price to earning among similar funds.

Villere Balanced Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Villere Balanced, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Villere Balanced will eventually generate negative long term returns. The profitability progress is the general direction of Villere Balanced's change in net profit over the period of time. It can combine multiple indicators of Villere Balanced, 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 invests in a combination of common stocks of domestic companies with a minimum market capitalization of 150 million at the time of purchase, as well as high quality fixed-income obligations . It invests 50 percent to 80 percent of its assets in equity securities selected primarily for their growth potential and 20 percent to 50 percent of its assets in equity and fixed-income securities selected primarily for their income potential.

Villere Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Villere Balanced. 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 Villere Balanced 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 Villere Balanced's important profitability drivers and their relationship over time.

Use Villere Balanced 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 Villere Balanced 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 Villere Balanced will appreciate offsetting losses from the drop in the long position's value.

Villere Balanced Pair Trading

Villere Balanced Fund Pair Trading Analysis

The ability to find closely correlated positions to Villere Balanced could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Villere Balanced 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 Villere Balanced - 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 Villere Balanced Fund to buy it.
The correlation of Villere Balanced 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 Villere Balanced moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Villere Balanced 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 Villere Balanced 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Villere Balanced position

In addition to having Villere Balanced 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.

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Run Hedge Favorites Thematic Idea Now

Hedge Favorites
Hedge Favorites Theme
Hedge Funds pool capital from accredited individuals or institutional investors and invest in a variety of assets, often with complex portfolio-construction and risk-management techniques. The Hedge Favorites theme has 37 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 Hedge Favorites Theme or any other thematic opportunities.
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Other Information on Investing in Villere Mutual Fund

To fully project Villere Balanced's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Villere Balanced 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 Villere Balanced's income statement, its balance sheet, and the statement of cash flows.
Potential Villere Balanced investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Villere Balanced investors may work on each financial statement separately, they are all related. The changes in Villere Balanced's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Villere Balanced's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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Pair Correlation
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