Disciplined Growth Financial Statements From 2010 to 2024
| ADRRX Fund | USD 28.79 0.24 0.83% |
Check Disciplined Growth financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Disciplined Growth's main balance sheet or income statement drivers, such as , as well as many indicators such as . Disciplined financial statements analysis is a perfect complement when working with Disciplined Growth Valuation or Volatility modules.
Disciplined |
Disciplined Growth Fund Mutual Fund One Year Return Analysis
Disciplined Growth'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 Disciplined Growth One Year Return | 34.17 % |
Most of Disciplined Growth'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, Disciplined Growth Fund 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, Disciplined Growth Fund has an One Year Return of 34.1737%. This is 9336.14% lower than that of the American Century Investments family and significantly higher than that of the Large Growth category. The one year return for all United States funds is notably lower than that of the firm.
Disciplined Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Disciplined Growth's current stock value. Our valuation model uses many indicators to compare Disciplined Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Disciplined Growth competition to find correlations between indicators driving Disciplined Growth's intrinsic value. More Info.Disciplined Growth Fund 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 0.24 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Disciplined Growth Fund is roughly 4.15 . 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 Disciplined Growth's earnings, one of the primary drivers of an investment's value.About Disciplined Growth Financial Statements
Disciplined Growth investors use historical fundamental indicators, such as Disciplined Growth'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 Disciplined Growth. Please read more on our technical analysis and fundamental analysis pages.
In selecting stocks for the fund, the portfolio managers initially identify an eligible universe of growth stocks then use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.
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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 Disciplined Mutual Fund
Disciplined Growth financial ratios help investors to determine whether Disciplined 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 Disciplined with respect to the benefits of owning Disciplined Growth security.
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