Fpa New Income Fund Five Year Return
| FPNRX Fund | 9.95 0.01 0.10% |
Fpa New Income fundamentals help investors to digest information that contributes to Fpa New's financial success or failures. It also enables traders to predict the movement of Fpa Mutual Fund. The fundamental analysis module provides a way to measure Fpa New'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 Fpa New mutual fund.
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Fpa New Income Mutual Fund Five Year Return Analysis
Fpa New'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% |
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, Fpa New Income has a Five Year Return of 0.0%. This indicator is about the same for the FPA average (which is currently at 0.0) family and about the same as Short-Term Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Fpa Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fpa New'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 Fpa New could also be used in its relative valuation, which is a method of valuing Fpa New by comparing valuation metrics of similar companies.Fpa New is currently under evaluation in five year return among similar funds.
About Fpa New Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fpa New Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fpa New using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fpa New Income 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 Fpa Mutual Fund
Fpa New financial ratios help investors to determine whether Fpa 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 Fpa with respect to the benefits of owning Fpa New security.
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