Catholic Responsible Financial Statements From 2010 to 2024
CRBVX Fund | USD 8.46 0.04 0.47% |
Check Catholic Responsible financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Catholic Responsible's main balance sheet or income statement drivers, such as , as well as many indicators such as . Catholic financial statements analysis is a perfect complement when working with Catholic Responsible Valuation or Volatility modules.
Catholic |
Catholic Responsible Investments Mutual Fund Three Year Return Analysis
Catholic Responsible'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 Catholic Responsible Three Year Return | (1.92) % |
Most of Catholic Responsible'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, Catholic Responsible Investments 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.
Competition |
Based on the latest financial disclosure, Catholic Responsible Investments has a Three Year Return of -1.9248%. This is much lower than that of the Catholic Responsible Investments Funds family and significantly lower than that of the Intermediate Core-Plus Bond category. The three year return for all United States funds is notably higher than that of the company.
Catholic Responsible Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Catholic Responsible's current stock value. Our valuation model uses many indicators to compare Catholic Responsible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Catholic Responsible competition to find correlations between indicators driving Catholic Responsible's intrinsic value. More Info.Catholic Responsible Investments 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 2,192 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 Catholic Responsible's earnings, one of the primary drivers of an investment's value.About Catholic Responsible Financial Statements
Catholic Responsible investors use historical fundamental indicators, such as Catholic Responsible'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 Catholic Responsible. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in fixed income securities and other debt instruments. The funds assets are allocated across different fixed-income market sectors and maturities. The fund may invest up to 10 percent of its assets in debt securities that are rated below investment grade .
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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 Catholic Mutual Fund
Catholic Responsible financial ratios help investors to determine whether Catholic 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 Catholic with respect to the benefits of owning Catholic Responsible security.
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