California Tax-free Financial Statements From 2010 to 2024
| CFNTX Fund | USD 10.75 0.02 0.19% |
Check California Tax-free financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among California Tax-free's main balance sheet or income statement drivers, such as , as well as many indicators such as . California financial statements analysis is a perfect complement when working with California Tax-free Valuation or Volatility modules.
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California Tax Free Income Mutual Fund Three Year Return Analysis
California Tax-free's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current California Tax-free Three Year Return | (0.37) % |
Most of California Tax-free's fundamental indicators, such as Three 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, California Tax Free Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, California Tax Free Income has a Three Year Return of -0.3677%. This is much lower than that of the Shelton Capital Management family and significantly lower than that of the Muni California Intermediate category. The three year return for all United States funds is notably higher than that of the company.
California Tax Free Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining California Tax-free's current stock value. Our valuation model uses many indicators to compare California Tax-free value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across California Tax-free competition to find correlations between indicators driving California Tax-free's intrinsic value. More Info.California Tax Free Income 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 200.21 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 California Tax-free's earnings, one of the primary drivers of an investment's value.About California Tax-free Financial Statements
California Tax-free investors use historical fundamental indicators, such as California Tax-free'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 California Tax-free. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, it is the funds fundamental policy to invest at least 80 percent of its total assets in California municipal bonds, that are exempt from federal and California state income taxes, although generally the percentage is much higher. The funds duration typically ranges from four to twelve years. It is non-diversified.
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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 California Mutual Fund
California Tax-free financial ratios help investors to determine whether California 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 California with respect to the benefits of owning California Tax-free security.
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