Index Fund Financial Statements From 2010 to 2025
WFIOX Fund | USD 53.85 0.08 0.15% |
Check Index Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Index Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Index financial statements analysis is a perfect complement when working with Index Fund Valuation or Volatility modules.
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Index Fund Administrator Mutual Fund One Year Return Analysis
Index Fund'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 Index Fund One Year Return | 27.72 % |
Most of Index Fund'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, Index Fund Administrator 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, Index Fund Administrator has an One Year Return of 27.7244%. This is much higher than that of the Allspring Global Investments family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.
Index Fund Administrator Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Index Fund's current stock value. Our valuation model uses many indicators to compare Index Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Index Fund competition to find correlations between indicators driving Index Fund's intrinsic value. More Info.Index Fund Administrator is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Index Fund Administrator is roughly 7.18 . 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 Index Fund's earnings, one of the primary drivers of an investment's value.About Index Fund Financial Statements
Index Fund investors use historical fundamental indicators, such as Index Fund'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 Index Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in a diversified portfolio of equity securities designed to replicate the holdings and weightings of the stocks comprising the SP 500 Index. The advisors invest in substantially all of the common stocks comprising the SP 500 Index and attempt to achieve at least a 95 percent correlation between the performance of the SP 500 Index and the funds investment results, before fees and expenses.
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Other Information on Investing in Index Mutual Fund
Index Fund financial ratios help investors to determine whether Index 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 Index with respect to the benefits of owning Index Fund security.
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