Diversified Municipal Financial Statements From 2010 to 2024
| AIDZX Fund | USD 13.98 0.02 0.14% |
Check Diversified Municipal financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Diversified Municipal's main balance sheet or income statement drivers, such as , as well as many indicators such as . Diversified financial statements analysis is a perfect complement when working with Diversified Municipal Valuation or Volatility modules.
Diversified |
Diversified Municipal Portfolio Mutual Fund Five Year Return Analysis
Diversified 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 Diversified Municipal Five Year Return | 1.53 % |
Most of Diversified 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, Diversified 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, Diversified Municipal Portfolio has a Five Year Return of 1.5307%. This is 9.43% lower than that of the AllianceBernstein family and significantly higher than that of the Muni National Short category. The five year return for all United States funds is notably lower than that of the firm.
Diversified Municipal Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Diversified Municipal's current stock value. Our valuation model uses many indicators to compare Diversified Municipal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Diversified Municipal competition to find correlations between indicators driving Diversified Municipal's intrinsic value. More Info.Diversified 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 1,396 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 Diversified Municipal's earnings, one of the primary drivers of an investment's value.About Diversified Municipal Financial Statements
Diversified Municipal investors use historical fundamental indicators, such as Diversified 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 Diversified Municipal. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in municipal securities. It invests at least 80 percent of its total assets in municipal securities rated A, or better by NRSROs and comparably rated municipal notes.
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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 Diversified Mutual Fund
Diversified Municipal financial ratios help investors to determine whether Diversified 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 Diversified with respect to the benefits of owning Diversified Municipal security.
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