Mid Cap Price to Book vs. Ten Year Return
| AMDVX Fund | USD 15.45 0.04 0.26% |
For Mid Cap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mid Cap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mid Cap Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mid Cap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mid Cap Value over time as well as its relative position and ranking within its peers.
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Mid Cap Value Ten Year Return vs. Price to Book Fundamental Analysis
Mid Ten Year Return vs. Price to Book
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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.
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| = | 10.19 % |
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.
Mid Ten Year Return Comparison
Mid Cap is currently under evaluation in ten year return among similar funds.
Use Mid Cap in pair-trading
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 Mid Cap 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 Mid Cap will appreciate offsetting losses from the drop in the long position's value.Mid Cap Pair Trading
Mid Cap Value Pair Trading Analysis
The ability to find closely correlated positions to Mid Cap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mid Cap 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 Mid Cap - 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 Mid Cap Value to buy it.
The correlation of Mid Cap 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 Mid Cap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mid Cap Value 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 Mid Cap 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.Use Investing Themes to Complement your Mid Cap position
In addition to having Mid Cap in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Artificial Intelligence Thematic Idea Now
Artificial Intelligence
Technology companies, funds, and ETFs across multiple industries that are involved in research or development in the field of reasoning, learning, natural language processing and perception as well as its application to science and commerce. This theme may also include entities involved in cybernetics and cognitive brain simulation field. The Artificial Intelligence theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Artificial Intelligence Theme or any other thematic opportunities.
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To fully project Mid Cap's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mid Cap Value at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Mid Cap's income statement, its balance sheet, and the statement of cash flows.