Volumetric Fund Year To Date Return vs. Five Year Return
| VOLMX Fund | USD 25.61 0.18 0.71% |
For Volumetric Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Volumetric Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Volumetric Fund Volumetric utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Volumetric Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Volumetric Fund Volumetric over time as well as its relative position and ranking within its peers.
Volumetric |
Volumetric Fund Volu Five Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Volumetric Fund's current stock value. Our valuation model uses many indicators to compare Volumetric Fund value to that of its competitors to determine the firm's financial worth. Volumetric Fund Volumetric is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in five year return among similar funds reporting about 0.48 of Five Year Return per Year To Date Return. The ratio of Year To Date Return to Five Year Return for Volumetric Fund Volumetric is roughly 2.10 . 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 Volumetric Fund's earnings, one of the primary drivers of an investment's value.Volumetric Five Year Return vs. Year To Date Return
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.
Volumetric Fund |
| = | 17.27 % |
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.
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.
Volumetric Fund |
| = | 8.23 % |
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.
Volumetric Five Year Return Comparison
Volumetric Fund is currently under evaluation in five year return among similar funds.
Volumetric Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Volumetric Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Volumetric Fund will eventually generate negative long term returns. The profitability progress is the general direction of Volumetric Fund's change in net profit over the period of time. It can combine multiple indicators of Volumetric Fund, 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 seeks to achieve its objective by investing primarily in a broadly diversified portfolio of large and mid-cap domestic stocks with annual revenues, at the time of purchase, over 3 billion. The manager generally maintains a portfolio containing a blend of value and growth stocks. The fund invests primarily in issuers listed on the New York Stock Exchange, and to a lesser extent, in common stocks of issuers listed on NASDAQ and other exchanges. It may also invest up to 15 percent of its net assets, in ETFs that track the SP 500 Total Return Index.
Volumetric Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Volumetric Fund. 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 Volumetric Fund 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 Volumetric Fund's important profitability drivers and their relationship over time.
Use Volumetric Fund 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 Volumetric Fund 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 Volumetric Fund will appreciate offsetting losses from the drop in the long position's value.Volumetric Fund Pair Trading
Volumetric Fund Volumetric Pair Trading Analysis
The ability to find closely correlated positions to Volumetric Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Volumetric Fund 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 Volumetric Fund - 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 Volumetric Fund Volumetric to buy it.
The correlation of Volumetric Fund 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 Volumetric Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Volumetric Fund Volu 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 Volumetric Fund 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 Volumetric Fund position
In addition to having Volumetric Fund 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?
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An experimental equal-weighted decomposition of large high potential stocks based on Macroaxis scoring framework. The Giant Impact theme has 44 constituents at this time.
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Other Information on Investing in Volumetric Mutual Fund
To fully project Volumetric Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Volumetric Fund Volu 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 Volumetric Fund's income statement, its balance sheet, and the statement of cash flows.
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