Total Return Bond Fund Ten Year Return
Total Return Bond fundamentals help investors to digest information that contributes to Total Return's financial success or failures. It also enables traders to predict the movement of Total Mutual Fund. The fundamental analysis module provides a way to measure Total Return'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 Total Return mutual fund.
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Total Return Bond Mutual Fund Ten Year Return Analysis
Total Return's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Total Return Ten Year Return | 5.06 % |
Most of Total Return's fundamental indicators, such as Ten 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, Total Return Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Total Return Bond has a Ten Year Return of 5.06%. This is 336.21% higher than that of the Category family and notably higher than that of the Family category. The ten year return for all United States funds is 182.68% lower than that of the firm.
Total Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Total Return's direct or indirect competition against its Ten 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 Total Return could also be used in its relative valuation, which is a method of valuing Total Return by comparing valuation metrics of similar companies.Total Return is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Total Return
The fund consists of 96.34% investments in fixed income securities, with the rest of funds allocated in stocks, cash.Asset allocation divides Total Return'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.
Total Fundamentals
| Annual Yield | 0.63 % | |||
| Year To Date Return | 5.05 % | |||
| One Year Return | 3.14 % | |||
| Three Year Return | 7.30 % | |||
| Five Year Return | 6.11 % | |||
| Ten Year Return | 5.06 % | |||
| Net Asset | 4.84 B | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.01 | |||
| Holdings Turnover | 667.00 % | |||
| Cash Position Weight | 3.66 % | |||
| Equity Positions Weight | 0.25 % | |||
| Bond Positions Weight | 96.34 % |
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Check out Correlation Analysis 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 bureau of labor statistics. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Other Consideration for investing in Total Mutual Fund
If you are still planning to invest in Total Return Bond check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Total Return's history and understand the potential risks before investing.
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