Weitz Balanced Financial Statements From 2010 to 2024
| WBAIX Fund | USD 17.99 0.04 0.22% |
Check Weitz Balanced financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Weitz Balanced's main balance sheet or income statement drivers, such as , as well as many indicators such as . Weitz financial statements analysis is a perfect complement when working with Weitz Balanced Valuation or Volatility modules.
Weitz |
Weitz Balanced Mutual Fund Ten Year Return Analysis
Weitz Balanced's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Weitz Balanced Ten Year Return | 6.79 % |
Most of Weitz Balanced's fundamental indicators, such as Ten 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, Weitz Balanced is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Based on the latest financial disclosure, Weitz Balanced has a Ten Year Return of 6.79%. This is much higher than that of the Weitz family and significantly higher than that of the Allocation--30% to 50% Equity category. The ten year return for all United States funds is notably lower than that of the firm.
Weitz Balanced Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Weitz Balanced's current stock value. Our valuation model uses many indicators to compare Weitz Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Weitz Balanced competition to find correlations between indicators driving Weitz Balanced's intrinsic value. More Info.Weitz Balanced is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 517.77 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 Weitz Balanced's earnings, one of the primary drivers of an investment's value.About Weitz Balanced Financial Statements
Weitz Balanced investors use historical fundamental indicators, such as Weitz Balanced'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 Weitz Balanced. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a portfolio of equity and debt securities. It normally invests at least 25 percent of its total assets in equity securities, such as common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25 percent of its total assets in investment-grade debt securities such as U.S. government securities, corporate debt securities, other mortgage-backed securities and asset-backed securities.
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 Weitz Mutual Fund
Weitz Balanced financial ratios help investors to determine whether Weitz 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 Weitz with respect to the benefits of owning Weitz Balanced security.
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