Low Duration Fund Three Year Return
| PTLAX Fund | USD 9.31 0.01 0.11% |
Low Duration Fund fundamentals help investors to digest information that contributes to Low Duration's financial success or failures. It also enables traders to predict the movement of Low Mutual Fund. The fundamental analysis module provides a way to measure Low Duration'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 Low Duration mutual fund.
Low |
Low Duration Fund Mutual Fund Three Year Return Analysis
Low Duration's 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 Low Duration Three Year Return | 2.48 % |
Most of Low Duration's 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, Low Duration Fund 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, Low Duration Fund has a Three Year Return of 2.483%. This is 366.99% lower than that of the PIMCO family and significantly higher than that of the Short-Term Bond category. The three year return for all United States funds is notably lower than that of the firm.
Low Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Low Duration's 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 Low Duration could also be used in its relative valuation, which is a method of valuing Low Duration by comparing valuation metrics of similar companies.Low Duration is regarded fifth largest fund in three year return among similar funds.
Low Fundamentals
| Total Asset | 606.83 M | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 1.33 % | |||
| One Year Return | 5.69 % | |||
| Three Year Return | 2.48 % | |||
| Five Year Return | 1.42 % | |||
| Ten Year Return | 1.93 % | |||
| Net Asset | 6.2 B | |||
| Cash Position Weight | (228.41) % | |||
| Bond Positions Weight | 42.47 % |
About Low Duration Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Low Duration Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Low Duration using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Low Duration Fund 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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Other Information on Investing in Low Mutual Fund
Low Duration financial ratios help investors to determine whether Low 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 Low with respect to the benefits of owning Low Duration security.
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