Limited Duration Financial Statements From 2010 to 2024
| APSTX Fund | USD 9.25 0.02 0.22% |
Check Limited Duration financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Limited Duration's main balance sheet or income statement drivers, such as , as well as many indicators such as . Limited financial statements analysis is a perfect complement when working with Limited Duration Valuation or Volatility modules.
Limited |
Limited Duration Fund Mutual Fund Five Year Return Analysis
Limited Duration'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 Limited Duration Five Year Return | 1.56 % |
Most of Limited Duration'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, Limited Duration 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, Limited Duration Fund has a Five Year Return of 1.5578%. This is much higher than that of the Cavanal Hill funds family and significantly higher than that of the Short-Term Bond category. The five year return for all United States funds is notably lower than that of the firm.
Limited Duration Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Limited Duration's current stock value. Our valuation model uses many indicators to compare Limited Duration value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Limited Duration competition to find correlations between indicators driving Limited Duration's intrinsic value. More Info.Limited Duration Fund is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 1,086 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 Limited Duration's earnings, one of the primary drivers of an investment's value.About Limited Duration Financial Statements
Limited Duration investors use historical fundamental indicators, such as Limited Duration'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 Limited Duration. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in debt obligations such as bonds, notes and debentures, and bills issued by U.S. corporations or by the U.S. government, its agencies or instrumentalities, municipal securities, mortgage-backed securities, asset-backed securities, and collateralized mortgage obligations and fixed income ETFs. It invests at least 80 percent of its net assets in bonds and maintains an average portfolio duration of less than three and one-half years. The fund normally invests at least 65 percent of its net assets in interest-bearing bonds.
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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 Limited Mutual Fund
Limited Duration financial ratios help investors to determine whether Limited 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 Limited with respect to the benefits of owning Limited Duration security.
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