Chase Growth Fund One Year Return
Chase Growth Fund fundamentals help investors to digest information that contributes to Chase Growth's financial success or failures. It also enables traders to predict the movement of Chase Mutual Fund. The fundamental analysis module provides a way to measure Chase Growth'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 Chase Growth mutual fund.
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Chase Growth Fund Mutual Fund One Year Return Analysis
Chase Growth'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 Chase Growth One Year Return | 9.19 % |
Most of Chase Growth'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, Chase Growth Fund 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.
CompetitionBased on the recorded statements, Chase Growth Fund has an One Year Return of 9.1864%. This is much higher than that of the Chase family and significantly higher than that of the Large Growth category. The one year return for all United States funds is notably lower than that of the firm.
Chase One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Chase Growth's direct or indirect competition against its One 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 Chase Growth could also be used in its relative valuation, which is a method of valuing Chase Growth by comparing valuation metrics of similar companies.Chase Growth is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Chase Growth
The fund consists of 94.22% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Chase Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Chase Fundamentals
| Price To Earning | 20.20 X | ||||
| Price To Book | 3.99 X | ||||
| Price To Sales | 1.99 X | ||||
| Total Asset | 33.5 M | ||||
| Year To Date Return | 0.49 % | ||||
| One Year Return | 9.19 % | ||||
| Three Year Return | 12.93 % | ||||
| Five Year Return | 16.60 % | ||||
| Ten Year Return | 11.68 % | ||||
| Net Asset | 66.45 M | ||||
| Cash Position Weight | 5.78 % | ||||
| Equity Positions Weight | 94.22 % |
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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.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Other Tools for Chase Mutual Fund
When running Chase Growth's price analysis, check to measure Chase Growth's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Chase Growth is operating at the current time. Most of Chase Growth's value examination focuses on studying past and present price action to predict the probability of Chase Growth's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Chase Growth's price. Additionally, you may evaluate how the addition of Chase Growth to your portfolios can decrease your overall portfolio volatility.
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