Davis Series Fund One Year Return
RPGXX Fund | USD 1.00 0.00 0.00% |
Davis Series fundamentals help investors to digest information that contributes to Davis Series' financial success or failures. It also enables traders to predict the movement of Davis Money Market Fund. The fundamental analysis module provides a way to measure Davis Series' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Davis Series money market fund.
Davis |
Davis Series Money Market Fund One Year Return Analysis
Davis Series' 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% |
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.
Based on the recorded statements, Davis Series has an One Year Return of 0.0%. This indicator is about the same for the average (which is currently at 0.0) family and about the same as One Year Return (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Davis One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Davis Series' direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the money market funds which would be a good addition to a portfolio. Peer analysis of Davis Series could also be used in its relative valuation, which is a method of valuing Davis Series by comparing valuation metrics of similar companies.Davis Series is currently under evaluation in one year return among similar funds.
Davis Fundamentals
Annual Yield | 0.04 % | |||
Net Asset | 90.53 M |
About Davis Series Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Davis Series 's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Davis Series using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Davis Series based on its fundamental data. In general, a quantitative approach, as applied to this money market fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
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 Davis Money Market Fund
Davis Series financial ratios help investors to determine whether Davis Money Market 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 Davis with respect to the benefits of owning Davis Series security.
Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |