Stock Index Three Year Return vs. Price to Book
| VSTIX Fund | USD 50.91 0.60 1.19% |
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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Stock Index Fund Price to Book vs. Three Year Return Fundamental Analysis
Stock Price to Book vs. Three Year Return
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.
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| = | 7.94 % |
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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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.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 Iron Thematic Idea Now
Iron
Companies involved in production of steel and iron. The Iron theme has 46 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 Iron Theme or any other thematic opportunities.
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Check out World Market Map. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
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.