Select Fund Ten Year Return vs. Five Year Return
| ASLGX Fund | USD 109.66 0.09 0.08% |
For Select Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Select Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Select Fund R5 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Select Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Select Fund R5 over time as well as its relative position and ranking within its peers.
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Select Fund R5 Five Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Select Fund's current stock value. Our valuation model uses many indicators to compare Select Fund value to that of its competitors to determine the firm's financial worth. Select Fund R5 is the top fund in ten year return among similar funds. It is the top fund in five year return among similar funds reporting about 0.97 of Five Year Return per Ten Year Return. The ratio of Ten Year Return to Five Year Return for Select Fund R5 is roughly 1.03 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Select Fund by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Select Fund's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Select Fund's earnings, one of the primary drivers of an investment's value.Select Five Year Return vs. Ten Year Return
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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| = | 15.07 % |
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.
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.
Select Fund |
| = | 14.60 % |
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.
Select Five Year Return Comparison
Select Fund is currently under evaluation in five year return among similar funds.
Select Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Select Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Select Fund will eventually generate negative long term returns. The profitability progress is the general direction of Select Fund's change in net profit over the period of time. It can combine multiple indicators of Select Fund, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.
Select Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Select Fund. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Select Fund position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Select Fund's important profitability drivers and their relationship over time.
Use Select Fund 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 Select Fund 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 Select Fund will appreciate offsetting losses from the drop in the long position's value.Select Fund Pair Trading
Select Fund R5 Pair Trading Analysis
The ability to find closely correlated positions to Select Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Select Fund 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 Select Fund - 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 Select Fund R5 to buy it.
The correlation of Select Fund 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 Select Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Select Fund R5 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 Select Fund 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 Select Fund position
In addition to having Select Fund 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 Currency Funds Thematic Idea Now
Currency Funds
Funds or Etfs investing in a single currency or combination of currencies from different countries in order to replicate respective foreign exchange markets. The Currency Funds theme has 37 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 Currency Funds Theme or any other thematic opportunities.
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Check out Trending Equities. Note that the Select Fund R5 information on this page should be used as a complementary analysis to other Select Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
To fully project Select Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Select Fund R5 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 Select Fund's income statement, its balance sheet, and the statement of cash flows.