Riskproreg Financial Statements From 2010 to 2024
| PFSEX Fund | USD 14.22 0.03 0.21% |
Check Riskproreg financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Riskproreg's main balance sheet or income statement drivers, such as , as well as many indicators such as . Riskproreg financial statements analysis is a perfect complement when working with Riskproreg Valuation or Volatility modules.
Riskproreg |
Riskproreg 30 Fund Mutual Fund Year To Date Return Analysis
Riskproreg'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 Riskproreg Year To Date Return | 15.94 % |
Most of Riskproreg'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, Riskproreg 30 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.
| Competition |
Based on the company's disclosures, Riskproreg 30 Fund has a Year To Date Return of 15.9385%. This is much higher than that of the The Pacific Financial Group family and significantly higher than that of the World Large-Stock Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Riskproreg 30 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Riskproreg's current stock value. Our valuation model uses many indicators to compare Riskproreg value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Riskproreg competition to find correlations between indicators driving Riskproreg's intrinsic value. More Info.Riskproreg 30 Fund is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 1.14 of One Year Return per Year To Date Return. 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 Riskproreg's earnings, one of the primary drivers of an investment's value.About Riskproreg Financial Statements
Riskproreg investors use historical fundamental indicators, such as Riskproreg'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 Riskproreg. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing more than 80 percent of the funds assets in shares of mutual funds or exchange-traded funds advised by J.P. Morgan Investment Management Inc. , under normal market circumstances . The Adviser utilizes RiskPro to manage the funds volatility as a whole, and to assess the impact of the funds investment in JP Morgan underlying funds and other underlying funds.
Also Currently Popular
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 Riskproreg Mutual Fund
Riskproreg financial ratios help investors to determine whether Riskproreg 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 Riskproreg with respect to the benefits of owning Riskproreg security.
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |