At Equity Financial Statements From 2010 to 2024
| AWYIX Fund | USD 64.60 0.57 0.87% |
Check At Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among At Equity's main balance sheet or income statement drivers, such as , as well as many indicators such as . AWYIX financial statements analysis is a perfect complement when working with At Equity Valuation or Volatility modules.
AWYIX |
At Equity Income Mutual Fund Five Year Return Analysis
At Equity'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 At Equity Five Year Return | 13.05 % |
Most of At Equity'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, At Equity Income 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, At Equity Income has a Five Year Return of 13.0516%. This is much higher than that of the CIBC Private Wealth Management family and significantly higher than that of the Large Blend category. The five year return for all United States funds is notably lower than that of the firm.
At Equity Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining At Equity's current stock value. Our valuation model uses many indicators to compare At Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across At Equity competition to find correlations between indicators driving At Equity's intrinsic value. More Info.At Equity Income is second largest fund in annual yield among similar funds. It also is second largest fund in year to date return among similar funds creating about 2,235 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 At Equity's earnings, one of the primary drivers of an investment's value.About At Equity Financial Statements
At Equity investors use historical fundamental indicators, such as At Equity'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 At Equity. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in publicly traded securities without regard to market capitalizations. Its investment strategy focuses on identifying stocks within multiple industry groups. The fund seeks to generate current income while also providing capital appreciation. It has wide flexibility in the types of securities used to generate a current income yield. The fund may also invest up to 30 percent of its net assets in securities of foreign issuers. It may invest up to 25 percent of its net assets in securities of foreign issuers located in emerging markets.
Also Currently Popular
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 AWYIX Mutual Fund
At Equity financial ratios help investors to determine whether AWYIX 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 AWYIX with respect to the benefits of owning At Equity security.
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