REAL ESTATE Ten Year Return vs. Equity Positions Weight

ARREX
 Fund
  

USD 26.25  0.05  0.19%   

For REAL ESTATE profitability analysis, we use financial ratios and fundamental drivers that measure the ability of REAL ESTATE to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well REAL ESTATE FUND utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between REAL ESTATE's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of REAL ESTATE FUND over time as well as its relative position and ranking within its peers. Please continue to Trending Equities.
  
Please note, there is a significant difference between REAL ESTATE's value and its price as these two are different measures arrived at by different means. Investors typically determine REAL ESTATE value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, REAL ESTATE'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.

REAL ESTATE FUND Equity Positions Weight vs. Ten Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining REAL ESTATE's current stock value. Our valuation model uses many indicators to compare REAL ESTATE value to that of its competitors to determine the firm's financial worth.
REAL ESTATE FUND is the top fund in ten year return among similar funds. It is the top fund in equity positions weight among similar funds making about  11.07  of Equity Positions Weight per Ten Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value REAL ESTATE by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for REAL ESTATE'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 REAL ESTATE's earnings, one of the primary drivers of an investment's value.

ARREX Equity Positions Weight vs. Ten Year Return

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
REAL ESTATE 
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
8.80 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
REAL ESTATE 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
97.40 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

REAL ESTATE Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in REAL ESTATE, profitability is also one of the essential criteria for including it into their portfolios because, without profit, REAL ESTATE will eventually generate negative long term returns. The profitability progress is the general direction of REAL ESTATE's change in net profit over the period of time. It can combine multiple indicators of REAL ESTATE, 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities issued by real estate investment trusts and other companies engaged in the real estate industry. American Century is traded on NASDAQ Exchange in the United States.

ARREX Profitability Driver Comparison

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

Use REAL ESTATE 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 REAL ESTATE 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 REAL ESTATE will appreciate offsetting losses from the drop in the long position's value.

REAL ESTATE Pair Trading

REAL ESTATE FUND Pair Trading Analysis

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

In addition to having REAL ESTATE 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 Gambling Thematic Idea Now

Gambling
Gambling Theme
Companies that are related to providing gambling services across multiple geographical areas by investing, exploring, or producing software, hardware, and related infrastructure for running gambling operations or trading speculative assets. The Gambling theme has 34 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 Gambling Theme or any other thematic opportunities.
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Please continue to Trending Equities. Note that the REAL ESTATE FUND information on this page should be used as a complementary analysis to other REAL ESTATE'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 Anywhere module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for ARREX Mutual Fund analysis

When running REAL ESTATE FUND price analysis, check to measure REAL ESTATE'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 REAL ESTATE is operating at the current time. Most of REAL ESTATE's value examination focuses on studying past and present price action to predict the probability of REAL ESTATE's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move REAL ESTATE's price. Additionally, you may evaluate how the addition of REAL ESTATE to your portfolios can decrease your overall portfolio volatility.
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To fully project REAL ESTATE's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of REAL ESTATE 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 REAL ESTATE's income statement, its balance sheet, and the statement of cash flows.
Potential REAL ESTATE investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although REAL ESTATE investors may work on each financial statement separately, they are all related. The changes in REAL ESTATE's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on REAL ESTATE'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.