Stock Index One Year Return vs. Three Year Return

VSTIX Fund  USD 52.68  0.46  0.88%   
Based on the key profitability measurements obtained from Stock Index's financial statements, Stock Index Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Stock Index's ability to earn profits and add value for shareholders.
For Stock Index profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Stock Index to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Stock Index Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Stock Index's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Stock Index Fund over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Stock Index's value and its price as these two are different measures arrived at by different means. Investors typically determine if Stock Index is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stock Index's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Stock Index Fund Three Year Return vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Stock Index's current stock value. Our valuation model uses many indicators to compare Stock Index value to that of its competitors to determine the firm's financial worth.
Stock Index Fund is presently regarded as number one fund in one year return among similar funds. It is presently regarded as number one fund in three year return among similar funds reporting about  0.35  of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Stock Index Fund is roughly  2.87 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Stock Index by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Stock Index'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 Stock Index's earnings, one of the primary drivers of an investment's value.

Stock Three Year Return vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Stock Index

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
32.99 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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.

Stock Index

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
11.49 %
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.

Stock Three Year Return Comparison

Stock Index is currently under evaluation in three year return among similar funds.

Stock Index Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Stock Index, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Stock Index will eventually generate negative long term returns. The profitability progress is the general direction of Stock Index's change in net profit over the period of time. It can combine multiple indicators of Stock Index, 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 invests, under normal circumstances, at least 80 percent of net assets in stocks that are in the index. In order to generate additional income, the fund may lend portfolio securities to broker-dealers and other financial institutions provided that the value of the loaned securities does not exceed 30 percent of the funds total assets.

Stock Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Stock Index. 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 Stock Index 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 Stock Index's important profitability drivers and their relationship over time.

Use Stock Index 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 Stock Index 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 Stock Index will appreciate offsetting losses from the drop in the long position's value.

Stock Index Pair Trading

Stock Index Fund Pair Trading Analysis

The ability to find closely correlated positions to Stock Index could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stock Index 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 Stock Index - 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 Stock Index Fund to buy it.
The correlation of Stock Index 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 Stock Index moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stock Index Fund 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 Stock Index 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Stock Index position

In addition to having Stock Index 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 Copper Thematic Idea Now

Copper
Copper Theme
Companies involved in production of copper. The Copper theme has 45 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 Copper Theme or any other thematic opportunities.
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You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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When running Stock Index's price analysis, check to measure Stock Index'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 Stock Index is operating at the current time. Most of Stock Index's value examination focuses on studying past and present price action to predict the probability of Stock Index's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Stock Index's price. Additionally, you may evaluate how the addition of Stock Index to your portfolios can decrease your overall portfolio volatility.
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To fully project Stock Index's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Stock Index Fund 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 Stock Index's income statement, its balance sheet, and the statement of cash flows.
Potential Stock Index investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Stock Index investors may work on each financial statement separately, they are all related. The changes in Stock Index's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Stock Index's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.