Asg Managed Financial Statements From 2010 to 2024
| AMFAX Fund | USD 10.00 0.09 0.91% |
Check Asg Managed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Asg main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Asg financial statements analysis is a perfect complement when working with Asg Managed Valuation or Volatility modules.
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Asg Managed Futures Mutual Fund Five Year Return Analysis
Asg Managed'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 Asg Managed Five Year Return | 10.09 % |
Most of Asg Managed'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, Asg Managed Futures 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.
| Competition |
According to the company disclosure, Asg Managed Futures has a Five Year Return of 10.0885%. This is much higher than that of the Natixis Funds family and significantly higher than that of the Systematic Trend category. The five year return for all United States funds is notably lower than that of the firm.
Asg Managed Futures Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Asg Managed's current stock value. Our valuation model uses many indicators to compare Asg Managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Asg Managed competition to find correlations between indicators driving Asg Managed's intrinsic value. More Info.Asg Managed Futures is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 131.73 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Asg Managed by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Asg Managed'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 Asg Managed's earnings, one of the primary drivers of an investment's value.About Asg Managed Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Asg Managed income statement, its balance sheet, and the statement of cash flows. Asg Managed investors use historical funamental indicators, such as Asg Managed's revenue or net income, to determine how well the company is positioned to perform in the future. Although Asg Managed investors may use each financial statement separately, they are all related. The changes in Asg Managed's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Asg Managed'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. We offer a historical overview of the basic patterns found on Asg Managed Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Asg Managed. Please read more on our technical analysis and fundamental analysis pages.
The Adviser typically will make extensive use of a variety of derivative instruments, including futures and forward contracts, to capture the exposures suggested by its absolute return strategy while also seeking to add value through volatility management. The Adviser uses proprietary quantitative models to identify price trends in equity, fixed-income, currency and commodity instruments across time periods of various lengths.
Pair Trading with Asg Managed
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 Asg Managed 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 Asg Managed will appreciate offsetting losses from the drop in the long position's value.Moving together with Asg Mutual Fund
| 1.0 | AMFNX | Asg Managed Futures | PairCorr |
| 0.63 | LGRRX | Loomis Sayles Growth | PairCorr |
The ability to find closely correlated positions to Asg Managed could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Asg Managed 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 Asg Managed - 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 Asg Managed Futures to buy it.
The correlation of Asg Managed 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 Asg Managed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Asg Managed Futures 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 Asg Managed 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.Check out the analysis of Asg Managed Correlation against competitors. Note that the Asg Managed Futures information on this page should be used as a complementary analysis to other Asg Managed'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 FinTech Suite module to use AI to screen and filter profitable investment opportunities.