Total Return Fund One Year Return
| PTRAX Fund | USD 8.63 0.02 0.23% |
Total Return Fund 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.
Total |
Total Return Fund Mutual Fund One Year Return Analysis
Total Return's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Total Return One Year Return | 8.95 % |
Most of Total Return's fundamental indicators, such as One 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 Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Total Return Fund has an One Year Return of 8.9484%. This is 349.26% lower than that of the PIMCO family and significantly higher than that of the Intermediate Core-Plus Bond category. The one year return for all United States funds is notably lower than that of the firm.
Total One 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 One 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 one year return among similar funds.
Total Fundamentals
| Total Asset | 56.47 B | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 3.57 % | |||
| One Year Return | 8.95 % | |||
| Three Year Return | (1.76) % | |||
| Five Year Return | 0.14 % | |||
| Ten Year Return | 4.03 % | |||
| Net Asset | 69.25 B | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | (83.97) % | |||
| Equity Positions Weight | (0.44) % | |||
| Bond Positions Weight | 16.08 % |
About Total Return Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Total Return Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Total Return using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Total Return 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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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 Total Mutual Fund
Total Return financial ratios help investors to determine whether Total 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 Total with respect to the benefits of owning Total Return security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |