Blue Chip 35 Fund Ten Year Return
Blue Chip 35 fundamentals help investors to digest information that contributes to Blue Chip's financial success or failures. It also enables traders to predict the movement of Blue Mutual Fund. The fundamental analysis module provides a way to measure Blue Chip'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 Blue Chip mutual fund.
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Blue Chip 35 Mutual Fund Ten Year Return Analysis
Blue Chip's 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.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Blue Chip Ten Year Return | 12.64 % |
Most of Blue Chip's fundamental indicators, such as Ten 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, Blue Chip 35 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
CompetitionBased on the latest financial disclosure, Blue Chip 35 has a Ten Year Return of 12.64%. This is much higher than that of the Bridgeway family and significantly higher than that of the Large Blend category. The ten year return for all United States funds is notably lower than that of the firm.
Blue Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Blue Chip's direct or indirect competition against its Ten 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 Blue Chip could also be used in its relative valuation, which is a method of valuing Blue Chip by comparing valuation metrics of similar companies.Blue Chip is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Blue Chip
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Blue Chip'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.
Blue Fundamentals
| Price To Earning | 18.62 X | |||
| Price To Book | 2.86 X | |||
| Price To Sales | 2.17 X | |||
| Total Asset | 431.57 M | |||
| One Year Return | 9.45 % | |||
| Three Year Return | 10.05 % | |||
| Five Year Return | 9.57 % | |||
| Ten Year Return | 12.64 % | |||
| Net Asset | 431.57 M | |||
| Minimum Initial Investment | 2 K | |||
| Last Dividend Paid | 0.35 | |||
| Equity Positions Weight | 100.00 % |
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 Blue Chip 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, Blue Chip's short interest history, or implied volatility extrapolated from Blue Chip options trading.
Pair Trading with Blue Chip
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 Blue Chip 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 Blue Chip will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Freeport McMoran could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Freeport McMoran 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 Freeport McMoran - 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 Freeport McMoran Copper Gold to buy it.
The correlation of Freeport McMoran 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 Freeport McMoran moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Freeport McMoran Copper 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 Freeport McMoran 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 Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Other Consideration for investing in Blue Mutual Fund
If you are still planning to invest in Blue Chip 35 check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Blue Chip's history and understand the potential risks before investing.
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