Thornburg Limited Financial Statements From 2010 to 2024
| LTURX Fund | USD 11.98 0.02 0.17% |
Check Thornburg Limited financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Thornburg Limited's main balance sheet or income statement drivers, such as , as well as many indicators such as . Thornburg financial statements analysis is a perfect complement when working with Thornburg Limited Valuation or Volatility modules.
Thornburg |
Thornburg Limited Term Mutual Fund Year To Date Return Analysis
Thornburg Limited's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Thornburg Limited Year To Date Return | 2.41 % |
Most of Thornburg Limited's fundamental indicators, such as Year To Date 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, Thornburg Limited Term is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Thornburg Limited Term has a Year To Date Return of 2.4093%. This is much higher than that of the Thornburg family and significantly higher than that of the Short Government category. The year to date return for all United States funds is notably lower than that of the firm.
Thornburg Limited Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Limited's current stock value. Our valuation model uses many indicators to compare Thornburg Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Thornburg Limited competition to find correlations between indicators driving Thornburg Limited's intrinsic value. More Info.Thornburg Limited Term is rated second overall fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 491.69 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 Thornburg Limited's earnings, one of the primary drivers of an investment's value.About Thornburg Limited Financial Statements
Thornburg Limited investors use historical fundamental indicators, such as Thornburg Limited'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 Thornburg Limited. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its assets in U.S. government securities. The manager seeks to reduce changes in its share value by maintaining a portfolio of investments with a dollar-weighted average maturity or expected life of normally less than five years.
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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 Thornburg Mutual Fund
Thornburg Limited financial ratios help investors to determine whether Thornburg 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 Thornburg with respect to the benefits of owning Thornburg Limited security.
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