Materials Portfolio Materials Fund Five Year Return
Materials Portfolio Materials fundamentals help investors to digest information that contributes to Materials Portfolio's financial success or failures. It also enables traders to predict the movement of Materials Mutual Fund. The fundamental analysis module provides a way to measure Materials Portfolio'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 Materials Portfolio mutual fund.
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Materials Portfolio Materials Mutual Fund Five Year Return Analysis
Materials Portfolio'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 Materials Portfolio Five Year Return | 11.70 % |
Most of Materials Portfolio'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, Materials Portfolio Materials 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.
CompetitionAccording to the company disclosure, Materials Portfolio Materials has a Five Year Return of 11.696%. This is 264.36% higher than that of the Fidelity Investments family and significantly higher than that of the Natural Resources category. The five year return for all United States funds is notably lower than that of the firm.
Materials Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Materials Portfolio'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 Materials Portfolio could also be used in its relative valuation, which is a method of valuing Materials Portfolio by comparing valuation metrics of similar companies.Materials Portfolio is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Materials Portfolio
The fund consists of 98.58% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Materials Portfolio'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.
Materials Fundamentals
| Price To Earning | 19.68 X | ||||
| Price To Book | 3.34 X | ||||
| Price To Sales | 1.43 X | ||||
| Total Asset | 559.16 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 9.43 % | ||||
| One Year Return | 15.45 % | ||||
| Three Year Return | 3.58 % | ||||
| Five Year Return | 11.70 % | ||||
| Ten Year Return | 5.90 % | ||||
| Net Asset | 1 B | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 1.42 % | ||||
| Equity Positions Weight | 98.58 % |
About Materials Portfolio Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Materials Portfolio Materials's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Materials Portfolio using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Materials Portfolio Materials 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.Check out Investing Opportunities 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 american community survey. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
Other Tools for Materials Mutual Fund
When running Materials Portfolio's price analysis, check to measure Materials Portfolio'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 Materials Portfolio is operating at the current time. Most of Materials Portfolio's value examination focuses on studying past and present price action to predict the probability of Materials Portfolio's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Materials Portfolio's price. Additionally, you may evaluate how the addition of Materials Portfolio to your portfolios can decrease your overall portfolio volatility.
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