Pinnacle Value Fund Year To Date Return
| PVFIX Fund | USD 16.54 0.04 0.24% |
Pinnacle Value Fund fundamentals help investors to digest information that contributes to Pinnacle Value's financial success or failures. It also enables traders to predict the movement of Pinnacle Mutual Fund. The fundamental analysis module provides a way to measure Pinnacle Value'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 Pinnacle Value mutual fund.
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Pinnacle Value Fund Mutual Fund Year To Date Return Analysis
Pinnacle Value's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Pinnacle Value Year To Date Return | 9.89 % |
Most of Pinnacle Value's fundamental indicators, such as Year To Date 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, Pinnacle Value Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Pinnacle Value Fund has a Year To Date Return of 9.8943%. This is much higher than that of the Pinnacle family and significantly higher than that of the Small Value category. The year to date return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Pinnacle Value
The fund invests 61.85% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.16%) , cash (37.99%) .Asset allocation divides Pinnacle Value'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.
Pinnacle Fundamentals
| Price To Earning | 15.20 X | ||||
| Price To Book | 0.75 X | ||||
| Price To Sales | 0.51 X | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 9.89 % | ||||
| One Year Return | 9.31 % | ||||
| Three Year Return | 11.84 % | ||||
| Five Year Return | 10.70 % | ||||
| Ten Year Return | 2.11 % | ||||
| Net Asset | 31.38 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Last Dividend Paid | 0.18 | ||||
| Cash Position Weight | 37.99 % | ||||
| Equity Positions Weight | 61.85 % | ||||
| Bond Positions Weight | 0.16 % |
About Pinnacle Value Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pinnacle Value Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pinnacle Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pinnacle Value 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 Pinnacle Mutual Fund
Pinnacle Value financial ratios help investors to determine whether Pinnacle 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 Pinnacle with respect to the benefits of owning Pinnacle Value security.
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