GLOBAL One Year Return
| ARYGX Fund | USD 11.58 0.29 2.57% |
GLOBAL REAL ESTATE fundamentals help investors to digest information that contributes to GLOBAL REAL's financial success or failures. It also enables traders to predict the movement of GLOBAL Mutual Fund. The fundamental analysis module provides a way to measure GLOBAL REAL's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to GLOBAL REAL mutual fund.
GLOBAL |
GLOBAL One Year Return Analysis
GLOBAL REAL's 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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current GLOBAL REAL One Year Return | (5.11) % |
Most of GLOBAL REAL's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, GLOBAL REAL ESTATE is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
GLOBAL REAL One Year Return Component Assessment
Based on the recorded statements, GLOBAL REAL ESTATE has an One Year Return of -5.11%. This is much higher than that of the Category family and significantly lower than that of the Global Real Estate category. The one year return for all United States funds is notably higher than that of the company.
GLOBAL One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses GLOBAL REAL's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of GLOBAL REAL could also be used in its relative valuation, which is a method of valuing GLOBAL REAL by comparing valuation metrics of similar companies.GLOBAL REAL is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for GLOBAL REAL
The fund consists of 97.9% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides GLOBAL REAL's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
GLOBAL Fundamentals
| Total Asset | 616.62 M | |||
| One Year Return | (5.11) % | |||
| Three Year Return | 3.88 % | |||
| Five Year Return | 2.88 % | |||
| Net Asset | 616.62 M | |||
| Last Dividend Paid | 0.1 | |||
| Cash Position Weight | 2.10 % | |||
| Equity Positions Weight | 97.90 % |
About GLOBAL REAL Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze GLOBAL REAL ESTATE's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of GLOBAL REAL using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of GLOBAL REAL ESTATE based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The investment seeks high total investment return through a combination of capital appreciation and current income. American Century is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards GLOBAL REAL in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, GLOBAL REAL's short interest history, or implied volatility extrapolated from GLOBAL REAL options trading.
Pair Trading with GLOBAL REAL
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 GLOBAL REAL 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 GLOBAL REAL will appreciate offsetting losses from the drop in the long position's value.Moving together with GLOBAL Mutual Fund
| + | 0.8 | DFGEX | DFA Global Real | PairCorr | ||
| + | 0.8 | DFITX | DFA International Real | PairCorr | ||
| + | 0.88 | VGRNX | VANGUARD GLOBAL EX-US | PairCorr | ||
| + | 0.88 | VGRLX | VANGUARD GLOBAL EX-US | PairCorr | ||
| + | 0.92 | POSAX | GLOBAL REAL ESTATE | PairCorr |
The ability to find closely correlated positions to GLOBAL REAL could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace GLOBAL REAL 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 GLOBAL REAL - 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 GLOBAL REAL ESTATE to buy it.
The correlation of GLOBAL REAL is a statistical measure of how it moves in relation to other equities. 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 GLOBAL REAL moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if GLOBAL REAL ESTATE 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 GLOBAL REAL 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.Check out GLOBAL REAL Piotroski F Score and GLOBAL REAL Altman Z Score analysis. Note that the GLOBAL REAL ESTATE information on this page should be used as a complementary analysis to other GLOBAL REAL's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
Complementary Tools for GLOBAL Mutual Fund analysis
When running GLOBAL REAL's price analysis, check to measure GLOBAL REAL's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy GLOBAL REAL is operating at the current time. Most of GLOBAL REAL's value examination focuses on studying past and present price action to predict the probability of GLOBAL REAL's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move GLOBAL REAL's price. Additionally, you may evaluate how the addition of GLOBAL REAL to your portfolios can decrease your overall portfolio volatility.
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