Astonriver Road Independent Fund Five Year Return
ARVIX Fund | USD 10.37 0.02 0.19% |
Astonriver Road Independent fundamentals help investors to digest information that contributes to Astonriver Road's financial success or failures. It also enables traders to predict the movement of Astonriver Mutual Fund. The fundamental analysis module provides a way to measure Astonriver Road's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Astonriver Road mutual fund.
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Astonriver Road Independent Mutual Fund Five Year Return Analysis
Astonriver Road's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Astonriver Road Five Year Return | 3.41 % |
Most of Astonriver Road's fundamental indicators, such as Five 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, Astonriver Road Independent is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Astonriver Road Independent has a Five Year Return of 3.41%. This is much higher than that of the ARGA family and significantly higher than that of the Foreign Large Value category. The five year return for all United States funds is notably lower than that of the firm.
Astonriver Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Astonriver Road's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Astonriver Road could also be used in its relative valuation, which is a method of valuing Astonriver Road by comparing valuation metrics of similar companies.Astonriver Road is rated below average in five year return among similar funds.
Astonriver Fundamentals
Annual Yield | 0.01 % | ||||
One Year Return | 9.01 % | ||||
Three Year Return | 7.87 % | ||||
Five Year Return | 3.41 % | ||||
Net Asset | 3.5 M | ||||
Minimum Initial Investment | 5 K | ||||
Holdings Turnover | 59.40 % |
About Astonriver Road Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Astonriver Road Independent's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Astonriver Road using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Astonriver Road Independent based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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 Astonriver Mutual Fund
Astonriver Road financial ratios help investors to determine whether Astonriver 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 Astonriver with respect to the benefits of owning Astonriver Road security.
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