Japan 2x Strategy Fund Five Year Return
| RYJTX Fund | USD 111.04 0.21 0.19% |
Japan 2x Strategy fundamentals help investors to digest information that contributes to Japan 2x's financial success or failures. It also enables traders to predict the movement of Japan Mutual Fund. The fundamental analysis module provides a way to measure Japan 2x'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 Japan 2x mutual fund.
Japan |
Japan Five Year Return Analysis
Japan 2x'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 Japan 2x Five Year Return | (0.26) % |
Most of Japan 2x'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, Japan 2x Strategy 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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Japan 2x Five Year Return Component Assessment
According to the company disclosure, Japan 2x Strategy has a Five Year Return of -0.2645%. This is much lower than that of the Rydex Funds family and significantly lower than that of the Family category. The five year return for all United States funds is notably higher than that of the company.
Japan Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Japan 2x'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 Japan 2x could also be used in its relative valuation, which is a method of valuing Japan 2x by comparing valuation metrics of similar companies.Japan 2x is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Japan 2x
The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in bonds and exotic instruments.Asset allocation divides Japan 2x'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.
Japan Fundamentals
| Total Asset | 1.17 M | ||||
| Annual Yield | 0.0012 % | ||||
| Year To Date Return | 22.54 % | ||||
| One Year Return | 13.09 % | ||||
| Three Year Return | (14.13) % | ||||
| Five Year Return | (0.26) % | ||||
| Ten Year Return | 8.55 % | ||||
| Net Asset | 3.83 M | ||||
| Last Dividend Paid | 1.06 | ||||
| Cash Position Weight | 72.30 % | ||||
| Equity Positions Weight | (5.61) % | ||||
| Bond Positions Weight | 1.93 % |
About Japan 2x Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Japan 2x Strategy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Japan 2x using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Japan 2x Strategy 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 employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments. It will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The fund is non-diversified.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Japan 2x without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Check out Japan 2x Piotroski F Score and Japan 2x Altman Z Score analysis. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Complementary Tools for Japan Mutual Fund analysis
When running Japan 2x's price analysis, check to measure Japan 2x'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 Japan 2x is operating at the current time. Most of Japan 2x's value examination focuses on studying past and present price action to predict the probability of Japan 2x's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Japan 2x's price. Additionally, you may evaluate how the addition of Japan 2x to your portfolios can decrease your overall portfolio volatility.
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