California Intermediate-ter Financial Statements From 2010 to 2025
| BCIYX Fund | USD 11.11 0.01 0.09% |
Check California Intermediate-ter financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among California Intermediate-ter's main balance sheet or income statement drivers, such as , as well as many indicators such as . California financial statements analysis is a perfect complement when working with California Intermediate-ter Valuation or Volatility modules.
California |
California Intermediate Term Tax Free Mutual Fund Three Year Return Analysis
California Intermediate-ter'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 California Intermediate-ter Three Year Return | (1.12) % |
Most of California Intermediate-ter'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, California Intermediate Term Tax Free 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 |
Based on the latest financial disclosure, California Intermediate Term Tax Free has a Three Year Return of -1.1157%. This is 143.93% lower than that of the American Century Investments family and significantly lower than that of the Muni California Intermediate category. The three year return for all United States funds is notably higher than that of the company.
California Intermediate-ter Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining California Intermediate-ter's current stock value. Our valuation model uses many indicators to compare California Intermediate-ter value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across California Intermediate-ter competition to find correlations between indicators driving California Intermediate-ter's intrinsic value. More Info.California Intermediate Term Tax Free 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 90.45 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 California Intermediate-ter's earnings, one of the primary drivers of an investment's value.About California Intermediate-ter Financial Statements
California Intermediate-ter investors use historical fundamental indicators, such as California Intermediate-ter'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 California Intermediate-ter. Please read more on our technical analysis and fundamental analysis pages.
The portfolio managers primarily buy investment-grade debt securities and, under normal market conditions, will invest at least 80 percent of the funds net assets in debt securities that have interest payments exempt from federal and California income taxes. Cities, counties and other municipalities in California and U.S. territories, such as Puerto Rico, issue these securities. The funds weighted average maturity will be not less than three years nor more than ten years. However, there is no maturity limit on individual securities.
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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 California Mutual Fund
California Intermediate-ter financial ratios help investors to determine whether California 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 California with respect to the benefits of owning California Intermediate-ter security.
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