BATCX Five Year Return

BATCX
 Fund
  

USD 11.63  0.00  0.00%   

BMO TCH Core fundamentals help investors to digest information that contributes to BMO TCH's financial success or failures. It also enables traders to predict the movement of BATCX Mutual Fund. The fundamental analysis module provides a way to measure BMO TCH's 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 BMO TCH mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

BATCX Five Year Return Analysis

BMO TCH'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.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current BMO TCH Five Year Return

    
  3.68 %  
Most of BMO TCH'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, BMO TCH Core 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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BMO TCH Five Year Return Component Assessment

According to the company disclosure, BMO TCH Core has a Five Year Return of 3.68%. This is much higher than that of the BMO Funds family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.

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Analyst Recommendations

Analyst recommendations and target price estimates broken down by several categories
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Fund Asset Allocation for BMO TCH

The fund consists of 96.0% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.
   Value   
       Instrument Type  

BATCX Fundamentals

About BMO TCH Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze BMO TCH Core's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BMO TCH using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BMO TCH Core 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.
The investment seeks to maximize total return consistent with current income. BMO Tch is traded on NASDAQ Exchange in the United States.
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 BMO TCH 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, BMO TCH's short interest history, or implied volatility extrapolated from BMO TCH options trading.

Pair Trading with BMO TCH

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 BMO TCH 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 BMO TCH will appreciate offsetting losses from the drop in the long position's value.

Moving together with BMO TCH

+0.63VFFSXVanguard 500 Index Low VolatilityPairCorr
The ability to find closely correlated positions to BMO TCH could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BMO TCH 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 BMO TCH - 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 BMO TCH Core to buy it.
The correlation of BMO TCH is a statistical measure of how it moves in relation to other equities. 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 BMO TCH moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BMO TCH Core 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 BMO TCH 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
Continue to Trending Equities. Note that the BMO TCH Core information on this page should be used as a complementary analysis to other BMO TCH'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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Other Tools for BATCX Mutual Fund

When running BMO TCH Core price analysis, check to measure BMO TCH'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 BMO TCH is operating at the current time. Most of BMO TCH's value examination focuses on studying past and present price action to predict the probability of BMO TCH's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move BMO TCH's price. Additionally, you may evaluate how the addition of BMO TCH to your portfolios can decrease your overall portfolio volatility.
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