Active Portfolios Financial Statements From 2010 to 2024
| CTRZX Fund | USD 8.50 0.03 0.35% |
Check Active Portfolios financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Active Portfolios' main balance sheet or income statement drivers, such as , as well as many indicators such as . Active financial statements analysis is a perfect complement when working with Active Portfolios Valuation or Volatility modules.
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Active Portfolios Multi Manager Mutual Fund Three Year Return Analysis
Active Portfolios' 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 Active Portfolios Three Year Return | (2.40) % |
Most of Active Portfolios' 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, Active Portfolios Multi Manager 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, Active Portfolios Multi Manager has a Three Year Return of -2.3958%. This is 116.38% lower than that of the Columbia 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.
Active Portfolios Multi Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Active Portfolios's current stock value. Our valuation model uses many indicators to compare Active Portfolios value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Active Portfolios competition to find correlations between indicators driving Active Portfolios's intrinsic value. More Info.Active Portfolios Multi Manager 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 44.14 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 Active Portfolios' earnings, one of the primary drivers of an investment's value.About Active Portfolios Financial Statements
Active Portfolios investors use historical fundamental indicators, such as Active Portfolios' 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 Active Portfolios. 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 bonds and other debt securities, including debt securities issued by the U.S. government, its agencies, instrumentalities or sponsored corporations, debt securities issued by corporations, mortgage- and other asset-backed securities, dollar-denominated securities issued by foreign governments, companies or other entities, bank loans and other obligations.
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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 Active Mutual Fund
Active Portfolios financial ratios help investors to determine whether Active 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 Active with respect to the benefits of owning Active Portfolios security.
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