Ab Centrated Ten Year Return vs. Five Year Return
| WPSGX Fund | USD 55.31 0.44 0.79% |
For Ab Centrated profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ab Centrated to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ab Centrated Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ab Centrated's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ab Centrated Growth over time as well as its relative position and ranking within its peers.
WPSGX |
Ab Centrated Growth Five Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ab Centrated's current stock value. Our valuation model uses many indicators to compare Ab Centrated value to that of its competitors to determine the firm's financial worth. Ab Centrated Growth is presently regarded as number one fund in ten year return among similar funds. It also is presently regarded as number one fund in five year return among similar funds reporting about 0.79 of Five Year Return per Ten Year Return. The ratio of Ten Year Return to Five Year Return for Ab Centrated Growth is roughly 1.27 . 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 Ab Centrated's earnings, one of the primary drivers of an investment's value.WPSGX Five Year Return 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.
Ab Centrated |
| = | 14.70 % |
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.
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.
Ab Centrated |
| = | 11.57 % |
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.
WPSGX Five Year Return Comparison
Ab Centrated is currently under evaluation in five year return among similar funds.
Ab Centrated Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ab Centrated, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ab Centrated will eventually generate negative long term returns. The profitability progress is the general direction of Ab Centrated's change in net profit over the period of time. It can combine multiple indicators of Ab Centrated, 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 Adviser seeks to achieve the funds investment objective of long-term growth of capital by investing primarily in common stocks of listed U.S. companies. The Adviser employs an appraisal method that attempts to measure each prospective companys quality and growth rate by numerous factors. Such factors include a companys record and projections of profit and earnings growth, accuracy and availability of information with respect to the company. The fund invests in a relatively small number of individual stocks. It is non-diversified.
WPSGX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ab Centrated. 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 Ab Centrated 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 Ab Centrated's important profitability drivers and their relationship over time.
Use Ab Centrated 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 Ab Centrated 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 Ab Centrated will appreciate offsetting losses from the drop in the long position's value.Ab Centrated Pair Trading
Ab Centrated Growth Pair Trading Analysis
The ability to find closely correlated positions to Ab Centrated could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ab Centrated 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 Ab Centrated - 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 Ab Centrated Growth to buy it.
The correlation of Ab Centrated 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 Ab Centrated moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ab Centrated Growth 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 Ab Centrated 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 Ab Centrated position
In addition to having Ab Centrated 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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Companies involved in mining, production, and distribution of silver and silver goods. The Silver theme has 45 constituents at this time.
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Other Information on Investing in WPSGX Mutual Fund
To fully project Ab Centrated's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ab Centrated Growth 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 Ab Centrated's income statement, its balance sheet, and the statement of cash flows.
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