Great-west Moderately Financial Statements From 2010 to 2024
| MXHRX Fund | USD 10.61 0.03 0.28% |
Check Great-west Moderately financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Great-west Moderately's main balance sheet or income statement drivers, such as , as well as many indicators such as . Great-west financial statements analysis is a perfect complement when working with Great-west Moderately Valuation or Volatility modules.
Great-west |
Great West Moderately Aggressive Mutual Fund Year To Date Return Analysis
Great-west Moderately'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 Great-west Moderately Year To Date Return | 13.81 % |
Most of Great-west Moderately'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, Great West Moderately Aggressive 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, Great West Moderately Aggressive has a Year To Date Return of 13.8096%. This is much higher than that of the Great-West Funds family and significantly higher than that of the Allocation--70% to 85% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Great West Moderately Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Great-west Moderately's current stock value. Our valuation model uses many indicators to compare Great-west Moderately value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Great-west Moderately competition to find correlations between indicators driving Great-west Moderately's intrinsic value. More Info.Great West Moderately Aggressive is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 1,180 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 Great-west Moderately's earnings, one of the primary drivers of an investment's value.About Great-west Moderately Financial Statements
Great-west Moderately investors use historical fundamental indicators, such as Great-west Moderately'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 Great-west Moderately. Please read more on our technical analysis and fundamental analysis pages.
The fund invests assets in funds according to the following asset allocation ranges 5 percent to 35 percent of assets in international funds, 0 percent to 15 percent of assets in emerging markets funds, 0 percent to 25 percent of assets in small cap funds, 5 percent to 35 percent in mid cap funds, 15 percent to 45 percent of assets in large cap funds, 0-10 percent of assets in real estate, and 5 percent to 25 percent in bond funds and 0 percent to 15 percent in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.
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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 Great-west Mutual Fund
Great-west Moderately financial ratios help investors to determine whether Great-west 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 Great-west with respect to the benefits of owning Great-west Moderately security.
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