Cls Flexible Income Fund Five Year Return

Cls Flexible Income fundamentals help investors to digest information that contributes to Cls Flexible's financial success or failures. It also enables traders to predict the movement of Cls Mutual Fund. The fundamental analysis module provides a way to measure Cls Flexible'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 Cls Flexible mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Cls Five Year Return Analysis

Cls Flexible's 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.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Cls Flexible Five Year Return

    
  2.58 %  
Most of Cls Flexible's fundamental indicators, such as Five 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, Cls Flexible Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition

Cls Flexible Five Year Return Component Assessment

According to the company disclosure, Cls Flexible Income has a Five Year Return of 2.58%. This is much higher than that of the AdvisorOne Funds family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.

Cls Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cls Flexible's direct or indirect competition against its Five 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 Cls Flexible could also be used in its relative valuation, which is a method of valuing Cls Flexible by comparing valuation metrics of similar companies.
Cls Flexible is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for Cls Flexible

The fund consists of 81.63% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.
Asset allocation divides Cls Flexible'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.

Cls Fundamentals

Pair Trading with Cls Flexible

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 Cls Flexible 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 Cls Flexible will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to Expeditors International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Expeditors International 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 Expeditors International - 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 Expeditors International to buy it.
The correlation of Expeditors International 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 Expeditors International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Expeditors International 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 Expeditors International 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
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 bureau of economic analysis.
You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.

Other Consideration for investing in Cls Mutual Fund

If you are still planning to invest in Cls Flexible Income 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 Cls Flexible's history and understand the potential risks before investing.
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Bonds Directory
Find actively traded corporate debentures issued by US companies
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets