Ab California Financial Statements From 2010 to 2024

ALCAX Fund  USD 10.47  0.02  0.19%   
Ab California financial statements provide useful quarterly and yearly information to potential Ab California Portfolio investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Ab California financial statements helps investors assess Ab California's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Ab California's valuation are summarized below:
Ab California Portfolio does not at this time have any fundamental measures for analysis.
Check Ab California financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ab California's main balance sheet or income statement drivers, such as , as well as many indicators such as . ALCAX financial statements analysis is a perfect complement when working with Ab California Valuation or Volatility modules.
  
This module can also supplement various Ab California Technical models . Check out the analysis of Ab California Correlation against competitors.

Ab California Portfolio Mutual Fund Five Year Return Analysis

Ab California'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 Ab California Five Year Return

    
  1.25 %  
Most of Ab California'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, Ab California Portfolio 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.
Competition

According to the company disclosure, Ab California Portfolio has a Five Year Return of 1.2528%. This is 25.87% lower than that of the AllianceBernstein family and significantly higher than that of the Muni California Intermediate category. The five year return for all United States funds is notably lower than that of the firm.

Ab California Portfolio Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ab California's current stock value. Our valuation model uses many indicators to compare Ab California value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ab California competition to find correlations between indicators driving Ab California's intrinsic value. More Info.
Ab California Portfolio is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about  346.27  of Year To Date Return per Annual Yield. 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 Ab California's earnings, one of the primary drivers of an investment's value.

About Ab California Financial Statements

Ab California investors use historical fundamental indicators, such as Ab California's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Ab California. Please read more on our technical analysis and fundamental analysis pages.
The fund invests principally in high-yielding, predominantly investment grade municipal securities. It invests at least 80 percent of its net assets in municipal securities that pay interest that is exempt from federal income tax. These securities may pay interest that is subject to the federal alternative minimum tax for certain taxpayers.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in ALCAX Mutual Fund

Ab California financial ratios help investors to determine whether ALCAX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in ALCAX with respect to the benefits of owning Ab California security.
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