Consumer Services Ultrasector Fund Five Year Return
| CYPSX Fund | USD 43.40 0.45 1.05% |
Consumer Services Ultrasector fundamentals help investors to digest information that contributes to Consumer Services' financial success or failures. It also enables traders to predict the movement of Consumer Mutual Fund. The fundamental analysis module provides a way to measure Consumer Services' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Consumer Services mutual fund.
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Consumer Services Ultrasector Mutual Fund Five Year Return Analysis
Consumer Services' 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 Consumer Services Five Year Return | 4.30 % |
Most of Consumer Services' 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, Consumer Services Ultrasector 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.
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Consumer Services Five Year Return Component Assessment
According to the company disclosure, Consumer Services Ultrasector has a Five Year Return of 4.3048%. This is 83.59% lower than that of the ProFunds family and 88.69% lower than that of the Family category. The five year return for all United States funds is 32.86% lower than that of the firm.
Consumer Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Consumer Services' direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Consumer Services could also be used in its relative valuation, which is a method of valuing Consumer Services by comparing valuation metrics of similar companies.Consumer Services is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Consumer Services
The fund consists of 77.75% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Consumer Services' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Consumer Fundamentals
| Price To Earning | 1.91 X | |||
| Price To Book | 4.31 X | |||
| Price To Sales | 1.04 X | |||
| Total Asset | 25.56 M | |||
| Year To Date Return | 0.63 % | |||
| One Year Return | 22.16 % | |||
| Three Year Return | (8.86) % | |||
| Five Year Return | 4.30 % | |||
| Ten Year Return | 19.25 % | |||
| Net Asset | 127.03 M | |||
| Cash Position Weight | 20.10 % | |||
| Equity Positions Weight | 77.75 % |
About Consumer Services Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Consumer Services Ultrasector's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Consumer Services using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Consumer Services Ultrasector based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Consumer Services in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Consumer Services' short interest history, or implied volatility extrapolated from Consumer Services options trading.
Pair Trading with Consumer Services
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 Consumer Services 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 Consumer Services will appreciate offsetting losses from the drop in the long position's value.Moving together with Consumer Mutual Fund
| 0.9 | RYVYX | Nasdaq 100 2x | PairCorr |
| 0.74 | RYVLX | Nasdaq 100 2x | PairCorr |
| 0.74 | RYCCX | Nasdaq 100 2x | PairCorr |
| 0.9 | UOPIX | Ultra Nasdaq 100 | PairCorr |
| 0.74 | UOPSX | Ultranasdaq 100 Profund | PairCorr |
The ability to find closely correlated positions to Consumer Services could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Consumer Services 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 Consumer Services - 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 Consumer Services Ultrasector to buy it.
The correlation of Consumer Services 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 Consumer Services moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Consumer Services 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 Consumer Services 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 Trending Equities to better understand how to build diversified portfolios, which includes a position in Consumer Services Ultrasector. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.