Thrivent Balanced Financial Statements From 2010 to 2024
| AABFX Fund | USD 14.43 0.05 0.35% |
Check Thrivent Balanced financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Thrivent Balanced's main balance sheet or income statement drivers, such as , as well as many indicators such as . Thrivent financial statements analysis is a perfect complement when working with Thrivent Balanced Valuation or Volatility modules.
Thrivent |
Thrivent Balanced Income Mutual Fund Year To Date Return Analysis
Thrivent Balanced'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 Thrivent Balanced Year To Date Return | 9.44 % |
Most of Thrivent Balanced'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, Thrivent Balanced Income 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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In accordance with the company's disclosures, Thrivent Balanced Income has a Year To Date Return of 9.4415%. This is much higher than that of the Thrivent Funds family and significantly higher than that of the Allocation--30% to 50% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Thrivent Balanced Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Thrivent Balanced's current stock value. Our valuation model uses many indicators to compare Thrivent Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Thrivent Balanced competition to find correlations between indicators driving Thrivent Balanced's intrinsic value. More Info.Thrivent Balanced Income is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Thrivent Balanced Income is roughly 9.91 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Thrivent Balanced's earnings, one of the primary drivers of an investment's value.About Thrivent Balanced Financial Statements
Thrivent Balanced investors use historical fundamental indicators, such as Thrivent Balanced's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Thrivent Balanced. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests 25-65 percent in equity securities and 35-75 percent in debt securities. The equity securities in which the fund invests may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock.
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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 Thrivent Mutual Fund
Thrivent Balanced financial ratios help investors to determine whether Thrivent 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 Thrivent with respect to the benefits of owning Thrivent Balanced security.
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