Equity Income Financial Statements From 2010 to 2024
| AEUDX Fund | USD 9.67 0.01 0.10% |
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 Year To Date Return Analysis
Equity Income'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 Equity Income Year To Date Return | 16.48 % |
Most of Equity Income'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, Equity Income Fund 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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In accordance with the company's disclosures, Equity Income Fund has a Year To Date Return of 16.4824%. This is much higher than that of the American Century Investments family and significantly higher than that of the Large Value category. The year to date 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 price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Equity Income Fund is roughly 8.35 . 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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