Income Fund Financial Statements From 2010 to 2025
CMPIX Fund | USD 8.54 0.01 0.12% |
Check Income Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Income Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . INCOME financial statements analysis is a perfect complement when working with Income Fund Valuation or Volatility modules.
INCOME |
Income Fund Class Mutual Fund Three Year Return Analysis
Income Fund'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 Income Fund Three Year Return | 0.09 % |
Most of Income Fund'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, Income Fund Class 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, Income Fund Class has a Three Year Return of 0.0857%. This is 99.41% lower than that of the Principal Funds family and significantly higher than that of the Intermediate Core Bond category. The three year return for all United States funds is notably lower than that of the firm.
Income Fund Class Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Income Fund's current stock value. Our valuation model uses many indicators to compare Income Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Income Fund competition to find correlations between indicators driving Income Fund's intrinsic value. More Info.Income Fund Class 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 349.58 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 Income Fund's earnings, one of the primary drivers of an investment's value.About Income Fund Financial Statements
Income Fund investors use historical fundamental indicators, such as Income Fund'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 Income Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified pool of investment-grade fixed-income securities, which includes corporate securities, U.S. government securities, asset-backed securities and mortgage-backed securities , bank loans, and foreign 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 INCOME Mutual Fund
Income Fund financial ratios help investors to determine whether INCOME 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 INCOME with respect to the benefits of owning Income Fund security.
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