Equity Income Financial Statements From 2010 to 2025
| AEIYX Fund | USD 8.82 0.03 0.34% |
Check Equity Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Equity Income's main balance sheet or income statement drivers, such as , as well as many indicators such as . Equity financial statements analysis is a perfect complement when working with Equity Income Valuation or Volatility modules.
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Equity Income Fund Mutual Fund Five Year Return Analysis
Equity Income's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Equity Income Five Year Return | 6.92 % |
Most of Equity Income's fundamental indicators, such as Five 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, Equity Income Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Equity Income Fund has a Five Year Return of 6.9237%. This is 211.88% higher than that of the American Century Investments family and significantly higher than that of the Large Value category. The five year return for all United States funds is notably lower than that of the firm.
Equity Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Equity Income's current stock value. Our valuation model uses many indicators to compare Equity Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equity Income competition to find correlations between indicators driving Equity Income's intrinsic value. More Info.Equity Income Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 181.15 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 Equity Income's earnings, one of the primary drivers of an investment's value.About Equity Income Financial Statements
Equity Income investors use historical fundamental indicators, such as Equity Income'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 Equity Income. Please read more on our technical analysis and fundamental analysis pages.
The portfolio managers look for equity securities of companies with a favorable income-paying history that have prospects for income payments to continue or increase. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers standards of selection.
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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 Equity Mutual Fund
Equity Income financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Income security.
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