Semiconductor Ultrasector Profund Fund Three Year Return
| SMPIX Fund | USD 267.33 15.01 5.95% |
Semiconductor Ultrasector Profund fundamentals help investors to digest information that contributes to Semiconductor Ultrasector's financial success or failures. It also enables traders to predict the movement of Semiconductor Mutual Fund. The fundamental analysis module provides a way to measure Semiconductor Ultrasector'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 Semiconductor Ultrasector mutual fund.
Semiconductor |
Semiconductor Ultrasector Profund Mutual Fund Three Year Return Analysis
Semiconductor Ultrasector's 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.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Semiconductor Ultrasector Three Year Return | 33.26 % |
Most of Semiconductor Ultrasector's fundamental indicators, such as Three 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, Semiconductor Ultrasector Profund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
Semiconductor Ultrasector Three Year Return Component Assessment
Based on the latest financial disclosure, Semiconductor Ultrasector Profund has a Three Year Return of 33.2603%. This is 101.33% higher than that of the ProFunds family and 6.47% lower than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.
Semiconductor Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Semiconductor Ultrasector's direct or indirect competition against its Three 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 Semiconductor Ultrasector could also be used in its relative valuation, which is a method of valuing Semiconductor Ultrasector by comparing valuation metrics of similar companies.Semiconductor Ultrasector is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Semiconductor Ultrasector
The fund consists of 73.52% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Semiconductor Ultrasector's 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.
Semiconductor Fundamentals
| Price To Earning | 13.29 X | |||
| Price To Book | 3.32 X | |||
| Price To Sales | 3.32 X | |||
| Total Asset | 117.21 M | |||
| Year To Date Return | 32.03 % | |||
| One Year Return | 100.00 % | |||
| Three Year Return | 33.26 % | |||
| Five Year Return | 38.72 % | |||
| Ten Year Return | 22.01 % | |||
| Net Asset | 123.22 M | |||
| Minimum Initial Investment | 15 K | |||
| Cash Position Weight | 26.48 % | |||
| Equity Positions Weight | 73.52 % |
About Semiconductor Ultrasector Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Semiconductor Ultrasector Profund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Semiconductor Ultrasector using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Semiconductor Ultrasector Profund 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.
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Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Semiconductor Ultrasector Profund. 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 gross domestic product. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.