Credit Suisse Modity Fund Five Year Return
| CRSOX Fund | USD 23.15 0.03 0.13% |
Credit Suisse Modity fundamentals help investors to digest information that contributes to Credit Suisse's financial success or failures. It also enables traders to predict the movement of Credit Mutual Fund. The fundamental analysis module provides a way to measure Credit Suisse'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 Credit Suisse mutual fund.
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Credit Suisse Modity Mutual Fund Five Year Return Analysis
Credit Suisse'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.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Credit Suisse Five Year Return | 7.25 % |
Most of Credit Suisse'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, Credit Suisse Modity 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.
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According to the company disclosure, Credit Suisse Modity has a Five Year Return of 7.2484%. This is much higher than that of the Credit Suisse (New York, NY) family and significantly higher than that of the Commodities Broad Basket category. The five year return for all United States funds is notably lower than that of the firm.
Credit Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Credit Suisse'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 Credit Suisse could also be used in its relative valuation, which is a method of valuing Credit Suisse by comparing valuation metrics of similar companies.Credit Suisse is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Credit Suisse
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Credit Suisse'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.
Credit Fundamentals
| Total Asset | 1.24 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 6.05 % | ||||
| One Year Return | 0.15 % | ||||
| Three Year Return | 9.12 % | ||||
| Five Year Return | 7.25 % | ||||
| Ten Year Return | (5.93) % | ||||
| Net Asset | 1.28 B | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 4.68 % | ||||
| Bond Positions Weight | 7.46 % |
About Credit Suisse Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Credit Suisse Modity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Credit Suisse using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Credit Suisse Modity 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.
Pair Trading with Credit Suisse
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 Credit Suisse 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 Credit Suisse will appreciate offsetting losses from the drop in the long position's value.Moving together with Credit Mutual Fund
| 0.67 | CHICX | Credit Suisse Floating | PairCorr |
| 0.67 | CHIAX | Credit Suisse Floating | PairCorr |
| 0.84 | CRSCX | Credit Suisse Modity | PairCorr |
The ability to find closely correlated positions to Credit Suisse could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Credit Suisse 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 Credit Suisse - 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 Credit Suisse Modity to buy it.
The correlation of Credit Suisse 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 Credit Suisse moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Credit Suisse Modity 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 Credit Suisse 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, which includes a position in Credit Suisse Modity. 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 persons. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.