Inflation Adjusted Financial Statements From 2010 to 2024
| AIAVX Fund | USD 10.33 0.07 0.67% |
Check Inflation Adjusted financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Inflation Adjusted's main balance sheet or income statement drivers, such as , as well as many indicators such as . Inflation financial statements analysis is a perfect complement when working with Inflation Adjusted Valuation or Volatility modules.
Inflation |
Inflation Adjusted Bond Fund Mutual Fund Five Year Return Analysis
Inflation Adjusted's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Inflation Adjusted Five Year Return | 1.44 % |
Most of Inflation Adjusted's fundamental indicators, such as Five 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, Inflation Adjusted Bond Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Inflation Adjusted Bond Fund has a Five Year Return of 1.4364%. This is 35.3% lower than that of the American Century Investments family and significantly higher than that of the Inflation-Protected Bond category. The five year return for all United States funds is notably lower than that of the firm.
Inflation Adjusted Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Inflation Adjusted's current stock value. Our valuation model uses many indicators to compare Inflation Adjusted value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Inflation Adjusted competition to find correlations between indicators driving Inflation Adjusted's intrinsic value. More Info.Inflation Adjusted Bond Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 474.47 of Year To Date Return per Annual Yield. 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 Inflation Adjusted's earnings, one of the primary drivers of an investment's value.About Inflation Adjusted Financial Statements
Inflation Adjusted investors use historical fundamental indicators, such as Inflation Adjusted'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 Inflation Adjusted. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets in inflation-adjusted bonds. It also may invest in derivative instruments such as futures contracts and swap agreements , bank loans, securities backed by mortgages or other assets and collateralized debt obligations. The fund may invest in U.S. Treasury futures, inflation swap agreements and credit default swap agreements to manage duration, inflation and credit exposure.
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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 Inflation Mutual Fund
Inflation Adjusted financial ratios help investors to determine whether Inflation 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 Inflation with respect to the benefits of owning Inflation Adjusted security.
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