Evaluator Conservative Financial Statements From 2010 to 2025
| EVFCX Fund | USD 9.66 0.02 0.21% |
Check Evaluator Conservative financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Evaluator Conservative's main balance sheet or income statement drivers, such as , as well as many indicators such as . Evaluator financial statements analysis is a perfect complement when working with Evaluator Conservative Valuation or Volatility modules.
Evaluator |
Evaluator Conservative Rms Mutual Fund Three Year Return Analysis
Evaluator Conservative'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 Evaluator Conservative Three Year Return | 2.46 % |
Most of Evaluator Conservative'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, Evaluator Conservative Rms 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, Evaluator Conservative Rms has a Three Year Return of 2.4559%. This is much higher than that of the E-Valuator funds family and significantly higher than that of the Allocation--15% to 30% Equity category. The three year return for all United States funds is notably lower than that of the firm.
Evaluator Conservative Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Evaluator Conservative's current stock value. Our valuation model uses many indicators to compare Evaluator Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Evaluator Conservative competition to find correlations between indicators driving Evaluator Conservative's intrinsic value. More Info.Evaluator Conservative Rms is one of the top funds in annual yield among similar funds. It is rated # 5 fund in year to date return among similar funds creating about 12.11 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 Evaluator Conservative's earnings, one of the primary drivers of an investment's value.About Evaluator Conservative Financial Statements
Evaluator Conservative investors use historical fundamental indicators, such as Evaluator 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 Evaluator Conservative. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 70-85 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration. The remaining 15-30 percent of its assets will generally be allocated to underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.
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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 Evaluator Mutual Fund
Evaluator Conservative financial ratios help investors to determine whether Evaluator 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 Evaluator with respect to the benefits of owning Evaluator Conservative security.
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