Income Fund Financials
URIFX Fund | USD 11.38 0.02 0.18% |
Income |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Income Fund Fund Summary
Income Fund competes with Capital Growth, Emerging Markets, High Income, International Fund, and Growth Income. The fund invests its assets primarily in U.S. dollar-denominated fixed-income securities that have been selected for their high yields relative to the risk involved. It will invest primarily in investment-grade securities but also may invest up to 10 percent of its net assets in below-investment-grade securities, which are sometimes referred as high-yield or junk bonds.Specialization | Intermediate Core-Plus Bond, Large |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Business Address | Usaa Mutual Funds |
Mutual Fund Family | USAA |
Mutual Fund Category | Intermediate Core-Plus Bond |
Benchmark | Dow Jones Industrial |
Phone | 800 235 8396 |
Currency | USD - US Dollar |
Income Fund Key Financial Ratios
Income Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Income Fund's current stock value. Our valuation model uses many indicators to compare Income Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Income Fund competition to find correlations between indicators driving Income Fund's intrinsic value. More Info.Income Fund Income is presently regarded as number one fund in annual yield among similar funds. It is rated fourth in year to date return among similar funds creating about 741.94 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 Income Fund's earnings, one of the primary drivers of an investment's value.Income Fund Income Systematic Risk
Income Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Income Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Income Fund Income correlated with the market. If Beta is less than 0 Income Fund generally moves in the opposite direction as compared to the market. If Income Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Income Fund Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Income Fund is generally in the same direction as the market. If Beta > 1 Income Fund moves generally in the same direction as, but more than the movement of the benchmark.
Income Fund December 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Income Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Income Fund Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Income Fund Income based on widely used predictive technical indicators. In general, we focus on analyzing Income Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Income Fund's daily price indicators and compare them against related drivers.
Information Ratio | (0.27) | |||
Maximum Drawdown | 2.0 | |||
Value At Risk | (0.60) | |||
Potential Upside | 0.4314 |
Other Information on Investing in Income Mutual Fund
Income Fund financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Fund security.
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