Ab Conservative Financial Statements From 2010 to 2025
| APWIX Fund | USD 12.75 0.01 0.08% |
Check Ab Conservative financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ab Conservative's main balance sheet or income statement drivers, such as , as well as many indicators such as . APWIX financial statements analysis is a perfect complement when working with Ab Conservative Valuation or Volatility modules.
APWIX |
Ab Servative Wealth Mutual Fund Year To Date Return Analysis
Ab Conservative's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ab Conservative Year To Date Return | 1.29 % |
Most of Ab Conservative's fundamental indicators, such as Year To Date 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 Servative Wealth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Ab Servative Wealth has a Year To Date Return of 1.2945%. This is 177.05% lower than that of the AllianceBernstein family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Ab Servative Wealth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ab Conservative's current stock value. Our valuation model uses many indicators to compare Ab Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ab Conservative competition to find correlations between indicators driving Ab Conservative's intrinsic value. More Info.Ab Servative Wealth is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ab Servative Wealth is roughly 8.64 . 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 Conservative's earnings, one of the primary drivers of an investment's value.About Ab Conservative Financial Statements
Ab Conservative investors use historical fundamental indicators, such as Ab Conservative'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 Conservative. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in a diversified portfolio of equity and fixed-income securities. Normally, the funds investments will consist of approximately 60 percent equity securities and 40 percent fixed-income securities, but these target allocations may vary. The fund will not purchase a security if as a result less than 25 percent of its total assets would be invested in either equity securities or fixed-income securities. Under normal circumstances, at least 80 percent of its net assets will be invested in securities of issuers that meet the funds sustainability criteria.
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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 APWIX Mutual Fund
Ab Conservative financial ratios help investors to determine whether APWIX 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 APWIX with respect to the benefits of owning Ab Conservative security.
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