Strategic Allocation: Financial Statements From 2010 to 2024
| AAARX Fund | USD 8.71 0.05 0.58% |
Check Strategic Allocation: financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Strategic Allocation:'s main balance sheet or income statement drivers, such as , as well as many indicators such as . Strategic financial statements analysis is a perfect complement when working with Strategic Allocation: Valuation or Volatility modules.
Strategic |
Strategic Allocation Aggressive Mutual Fund Year To Date Return Analysis
Strategic Allocation:'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 Strategic Allocation: Year To Date Return | 15.52 % |
Most of Strategic Allocation:'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, Strategic Allocation 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.
| Competition |
In accordance with the company's disclosures, Strategic Allocation Aggressive has a Year To Date Return of 15.5172%. This is much higher than that of the American Century Investments 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.
Strategic Allocation: Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Strategic Allocation:'s current stock value. Our valuation model uses many indicators to compare Strategic Allocation: value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Strategic Allocation: competition to find correlations between indicators driving Strategic Allocation:'s intrinsic value. More Info.Strategic Allocation Aggressive is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Strategic Allocation Aggressive is roughly 7.56 . 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 Strategic Allocation:'s earnings, one of the primary drivers of an investment's value.About Strategic Allocation: Financial Statements
Strategic Allocation: investors use historical fundamental indicators, such as Strategic Allocation:'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 Strategic Allocation:. Please read more on our technical analysis and fundamental analysis pages.
The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 79 percent of its assets in stocks, 20 percent of its assets in bonds, and 1 percent of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10 percent of its assets in below investment-grade securities.
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 Strategic Mutual Fund
Strategic Allocation: financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Allocation: security.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |