Core Bond Financial Statements From 2010 to 2024
| JICDX Fund | USD 10.76 0.12 1.10% |
Check Core Bond financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Core Bond's main balance sheet or income statement drivers, such as , as well as many indicators such as . Core financial statements analysis is a perfect complement when working with Core Bond Valuation or Volatility modules.
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Core Bond Fund Mutual Fund Year To Date Return Analysis
Core Bond'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 Core Bond Year To Date Return | 2.27 % |
Most of Core Bond'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, Core Bond Fund 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.
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According to the company's disclosures, Core Bond Fund has a Year To Date Return of 2.2692%. This is much higher than that of the John Hancock family and significantly higher than that of the Intermediate Core Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Core Bond Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Core Bond's current stock value. Our valuation model uses many indicators to compare Core Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Core Bond competition to find correlations between indicators driving Core Bond's intrinsic value. More Info.Core Bond Fund is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 324.17 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 Core Bond's earnings, one of the primary drivers of an investment's value.About Core Bond Financial Statements
Core Bond investors use historical fundamental indicators, such as Core Bond'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 Core Bond. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in a broad range of investment-grade debt securities. The manager expects to maintain an effective duration within 10 percent of the duration of the Bloomberg U.S. Aggregate Bond Index. It may invest up to 25 percent of total assets in asset-backed securities, other than mortgage-backed securities up to 20 percent of total assets in U.S. dollar-denominated obligations of foreign issuers and up to 10 percent of total assets in stripped mortgage-backed 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 Core Mutual Fund
Core Bond financial ratios help investors to determine whether Core 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 Core with respect to the benefits of owning Core Bond security.
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