Dearborn Partners Rising Fund Three Year Return
| DRDAX Fund | USD 24.77 0.27 1.08% |
Dearborn Partners Rising fundamentals help investors to digest information that contributes to Dearborn Partners' financial success or failures. It also enables traders to predict the movement of Dearborn Mutual Fund. The fundamental analysis module provides a way to measure Dearborn Partners' 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 Dearborn Partners mutual fund.
Dearborn |
Dearborn Partners Rising Mutual Fund Three Year Return Analysis
Dearborn Partners' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dearborn Partners Three Year Return | 9.80 % |
Most of Dearborn Partners' fundamental indicators, such as Three 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, Dearborn Partners Rising is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Dearborn Partners Rising has a Three Year Return of 9.8046%. This is much higher than that of the Dearborn Partners family and significantly higher than that of the Large Blend category. The three year return for all United States funds is notably lower than that of the firm.
Dearborn Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dearborn Partners' direct or indirect competition against its Three 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 Dearborn Partners could also be used in its relative valuation, which is a method of valuing Dearborn Partners by comparing valuation metrics of similar companies.Dearborn Partners is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Dearborn Partners
The fund consists of 98.71% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Dearborn Partners' 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.
Dearborn Fundamentals
| Price To Earning | 18.79 X | ||||
| Price To Book | 3.11 X | ||||
| Price To Sales | 2.18 X | ||||
| Total Asset | 440.57 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 4.65 % | ||||
| One Year Return | 13.20 % | ||||
| Three Year Return | 9.80 % | ||||
| Five Year Return | 10.87 % | ||||
| Net Asset | 212.1 M | ||||
| Last Dividend Paid | 0.04 | ||||
| Cash Position Weight | 1.29 % | ||||
| Equity Positions Weight | 98.71 % |
About Dearborn Partners Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dearborn Partners Rising's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dearborn Partners using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dearborn Partners Rising 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.
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 Dearborn Mutual Fund
Dearborn Partners financial ratios help investors to determine whether Dearborn 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 Dearborn with respect to the benefits of owning Dearborn Partners security.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |