California Municipal Financial Statements From 2010 to 2024
| AICAX Fund | USD 13.93 0.02 0.14% |
Check California Municipal financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among California Municipal's main balance sheet or income statement drivers, such as , as well as many indicators such as . California financial statements analysis is a perfect complement when working with California Municipal Valuation or Volatility modules.
California |
California Municipal Portfolio Mutual Fund Five Year Return Analysis
California Municipal'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 California Municipal Five Year Return | 1.26 % |
Most of California Municipal'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, California Municipal Portfolio 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.
| Competition |
According to the company disclosure, California Municipal Portfolio has a Five Year Return of 1.2556%. This is 25.7% lower than that of the AllianceBernstein family and significantly higher than that of the Muni Single State Short category. The five year return for all United States funds is notably lower than that of the firm.
California Municipal Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining California Municipal's current stock value. Our valuation model uses many indicators to compare California Municipal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across California Municipal competition to find correlations between indicators driving California Municipal's intrinsic value. More Info.California Municipal Portfolio 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 1,013 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 California Municipal's earnings, one of the primary drivers of an investment's value.About California Municipal Financial Statements
California Municipal investors use historical fundamental indicators, such as California Municipal'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 California Municipal. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in a portfolio of municipal securities issued by the State of California or its political subdivisions, or otherwise exempt from California state income tax. It seeks to maintain an effective duration of three and one-half years to seven years. It is non-diversified.
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 California Mutual Fund
California Municipal financial ratios help investors to determine whether California 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 California with respect to the benefits of owning California Municipal security.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |