Short Duration Financial Statements From 2010 to 2024
| APISX Fund | USD 10.26 0.01 0.1% |
Check Short Duration financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Short Duration's main balance sheet or income statement drivers, such as , as well as many indicators such as . Short financial statements analysis is a perfect complement when working with Short Duration Valuation or Volatility modules.
Short |
Short Duration Inflation Mutual Fund Five Year Return Analysis
Short Duration'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.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Short Duration Five Year Return | 3.20 % |
Most of Short Duration'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, Short Duration Inflation 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, Short Duration Inflation has a Five Year Return of 3.2019%. This is 44.23% higher than that of the American Century Investments family and significantly higher than that of the Short-Term Inflation-Protected Bond category. The five year return for all United States funds is notably lower than that of the firm.
Short Duration Inflation Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Short Duration's current stock value. Our valuation model uses many indicators to compare Short Duration value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Short Duration competition to find correlations between indicators driving Short Duration's intrinsic value. More Info.Short Duration Inflation 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 20,072 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 Short Duration's earnings, one of the primary drivers of an investment's value.About Short Duration Financial Statements
Short Duration investors use historical fundamental indicators, such as Short Duration'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 Short Duration. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in inflation-linked debt securities. It invests primarily in investment-grade securities, but may also invest a portion of its assets in high-yield securities, or junk bonds. The fund also may invest a portion of its net assets in fixed-income securities that are not linked to inflation. It may invest up to 20 percent of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers.
Also Currently Popular
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 Short Mutual Fund
Short Duration financial ratios help investors to determine whether Short 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 Short with respect to the benefits of owning Short Duration security.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |