Origin Emerging Markets Fund Three Year Return
POEIX Fund | USD 10.09 0.03 0.30% |
Origin Emerging Markets fundamentals help investors to digest information that contributes to Origin Emerging's financial success or failures. It also enables traders to predict the movement of Origin Mutual Fund. The fundamental analysis module provides a way to measure Origin Emerging'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 Origin Emerging mutual fund.
Origin |
Origin Three Year Return Analysis
Origin Emerging's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Origin Emerging Three Year Return | (8.79) % |
Most of Origin Emerging's fundamental indicators, such as Three 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, Origin Emerging Markets is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Origin Emerging Three Year Return Component Assessment
Based on the latest financial disclosure, Origin Emerging Markets has a Three Year Return of -8.7854%. This is 160.22% lower than that of the Principal Funds family and significantly lower than that of the Family category. The three year return for all United States funds is notably higher than that of the company.
Origin Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Origin Emerging's direct or indirect competition against its Three 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 Origin Emerging could also be used in its relative valuation, which is a method of valuing Origin Emerging by comparing valuation metrics of similar companies.Origin Emerging is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Origin Emerging
The fund consists of 97.93% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Origin Emerging'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.
Origin Fundamentals
Total Asset | 74.54 M | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 5.21 % | ||||
One Year Return | 12.76 % | ||||
Three Year Return | (8.79) % | ||||
Five Year Return | 1.72 % | ||||
Net Asset | 2.74 B | ||||
Last Dividend Paid | 0.09 | ||||
Cash Position Weight | 2.07 % | ||||
Equity Positions Weight | 97.93 % |
About Origin Emerging Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Origin Emerging Markets's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Origin Emerging using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Origin Emerging Markets 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 fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies at the time of purchase. The advisor considers a security to be tied economically to an emerging market if one or more of the following criteria is present the issuer or guarantor of the security has its principal place of business or principal office in an emerging market the principal trading market for the security is in an emerging market the issuer or guarantor of the security derives a majority of its revenue from emerging markets.
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 Origin Emerging 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, Origin Emerging's short interest history, or implied volatility extrapolated from Origin Emerging options trading.
Becoming a Better Investor with Macroaxis
Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Origin Emerging Markets using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
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Check out Origin Emerging Piotroski F Score and Origin Emerging Altman Z Score analysis. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Complementary Tools for Origin Mutual Fund analysis
When running Origin Emerging's price analysis, check to measure Origin Emerging'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 Origin Emerging is operating at the current time. Most of Origin Emerging's value examination focuses on studying past and present price action to predict the probability of Origin Emerging's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Origin Emerging's price. Additionally, you may evaluate how the addition of Origin Emerging to your portfolios can decrease your overall portfolio volatility.
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