Fpa Flexible Financial Statements From 2010 to 2024
| FFIAX Fund | USD 10.06 0.01 0.1% |
Check Fpa Flexible financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Fpa Flexible's main balance sheet or income statement drivers, such as , as well as many indicators such as . Fpa financial statements analysis is a perfect complement when working with Fpa Flexible Valuation or Volatility modules.
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Fpa Flexible Fixed Mutual Fund One Year Return Analysis
Fpa Flexible's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fpa Flexible One Year Return | (18.37) % |
Most of Fpa Flexible's fundamental indicators, such as One 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, Fpa Flexible Fixed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Fpa Flexible Fixed has an One Year Return of -18.37%. This is much lower than that of the FPA family and significantly lower than that of the Nontraditional Bond category. The one year return for all United States funds is notably higher than that of the company.
Fpa Flexible Fixed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fpa Flexible's current stock value. Our valuation model uses many indicators to compare Fpa Flexible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fpa Flexible competition to find correlations between indicators driving Fpa Flexible's intrinsic value. More Info.Fpa Flexible Fixed is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 18.19 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 Fpa Flexible's earnings, one of the primary drivers of an investment's value.About Fpa Flexible Financial Statements
Fpa Flexible investors use historical fundamental indicators, such as Fpa Flexible'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 Fpa Flexible. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of the value of its assets in a diversified portfolio of debt instruments. The fund may invest up to 75 percent of its total assets in securities rated less than A by a nationally recognized statistical rating organization .
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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 Fpa Mutual Fund
Fpa Flexible financial ratios help investors to determine whether Fpa 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 Fpa with respect to the benefits of owning Fpa Flexible security.
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