The Tocqueville One Year Return vs. Price To Book
| TOCQX Fund | USD 52.28 0.30 0.58% |
For The Tocqueville profitability analysis, we use financial ratios and fundamental drivers that measure the ability of The Tocqueville to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Tocqueville Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between The Tocqueville's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Tocqueville Fund over time as well as its relative position and ranking within its peers.
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The Tocqueville Price To Book vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining The Tocqueville's current stock value. Our valuation model uses many indicators to compare The Tocqueville value to that of its competitors to determine the firm's financial worth. The Tocqueville Fund is rated top fund in one year return among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.15 of Price To Book per One Year Return. The ratio of One Year Return to Price To Book for The Tocqueville Fund is roughly 6.63 . 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 The Tocqueville's earnings, one of the primary drivers of an investment's value.The Price To Book vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
The Tocqueville |
| = | 19.96 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
The Tocqueville |
| = | 3.01 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
The Price To Book Comparison
Tocqueville Fund is currently under evaluation in price to book among similar funds.
The Tocqueville Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in The Tocqueville, profitability is also one of the essential criteria for including it into their portfolios because, without profit, The Tocqueville will eventually generate negative long term returns. The profitability progress is the general direction of The Tocqueville's change in net profit over the period of time. It can combine multiple indicators of The Tocqueville, 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.
The fund invests primarily in common stocks of U.S. companies. It may also invest up to 25 percent of its net assets in non-U.S. companies, including in American Depositary Receipts , in both developed and emerging markets. The fund seeks to invest in companies that have good long-term business fundamentals but are temporarily out of favor with investors, and hence have a market value lower than their intrinsic value.
The Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on The Tocqueville. 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 The Tocqueville 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 The Tocqueville's important profitability drivers and their relationship over time.
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Non-Metallic and Industrial Metal Mining
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Non-Metallic and Industrial Metal Mining theme has 61 constituents at this time.
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Other Information on Investing in The Mutual Fund
To fully project The Tocqueville's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of The Tocqueville 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 The Tocqueville's income statement, its balance sheet, and the statement of cash flows.
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