Balanced Allocation Financial Statements From 2010 to 2024
| GBAYX Fund | USD 12.21 0.05 0.41% |
Check Balanced Allocation financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Balanced Allocation's main balance sheet or income statement drivers, such as , as well as many indicators such as . Balanced financial statements analysis is a perfect complement when working with Balanced Allocation Valuation or Volatility modules.
Balanced |
Balanced Allocation Fund Mutual Fund One Year Return Analysis
Balanced Allocation's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Balanced Allocation One Year Return | 12.35 % |
Most of Balanced Allocation's fundamental indicators, such as One 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, Balanced Allocation Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Balanced Allocation Fund has an One Year Return of 12.3466%. This is 84.83% higher than that of the GuideStone Funds family and significantly higher than that of the Allocation--30% to 50% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Balanced Allocation Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Balanced Allocation's current stock value. Our valuation model uses many indicators to compare Balanced Allocation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Balanced Allocation competition to find correlations between indicators driving Balanced Allocation's intrinsic value. More Info.Balanced Allocation Fund is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 410.14 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 Balanced Allocation's earnings, one of the primary drivers of an investment's value.About Balanced Allocation Financial Statements
Balanced Allocation investors use historical fundamental indicators, such as Balanced Allocation'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 Balanced Allocation. Please read more on our technical analysis and fundamental analysis pages.
The fund, primarily through investments in the GuideStone Funds Select Funds, combines approximately equal percentages of fixed income securities with equity securities. The Adviser targets allocating 35-60 percent of the funds assets in the Fixed income select funds, 40-65 percent in the Equity select funds, 0-15 percent in Impact asset class, 0-15 percent in Real assets select funds, and 0-15 percent in Alternative select funds. The Adviser may change the allocation ranges from time to time and may add or eliminate new or existing Select Funds without shareholder approval.
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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 Balanced Mutual Fund
Balanced Allocation financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Allocation security.
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