Archer Balanced Financial Statements From 2010 to 2024
ARCHX Fund | USD 18.21 0.08 0.44% |
Check Archer Balanced financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Archer Balanced's main balance sheet or income statement drivers, such as , as well as many indicators such as . ARCHER financial statements analysis is a perfect complement when working with Archer Balanced Valuation or Volatility modules.
ARCHER |
Archer Balanced Fund Mutual Fund Year To Date Return Analysis
Archer Balanced'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 Archer Balanced Year To Date Return | 12.82 % |
Most of Archer Balanced'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, Archer Balanced 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, Archer Balanced Fund has a Year To Date Return of 12.8198%. This is much higher than that of the Archer family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Archer Balanced Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Archer Balanced's current stock value. Our valuation model uses many indicators to compare Archer Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Archer Balanced competition to find correlations between indicators driving Archer Balanced's intrinsic value. More Info.Archer Balanced 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 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Archer Balanced Fund is roughly 6.29 . 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 Archer Balanced's earnings, one of the primary drivers of an investment's value.About Archer Balanced Financial Statements
Archer Balanced investors use historical fundamental indicators, such as Archer Balanced'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 Archer Balanced. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective of total return, by investing in a diversified portfolio of equity and fixed income securities. Total return is composed of both income and capital appreciation. As a Balanced Fund, under normal circumstances, the fund will invest up to 70, but not less than 25 percent of its total assets in equity securities. Further, under normal circumstances, it will invest at least 30, but not less than 25 percent of its total assets in fixed income securities, cash and cash equivalents.
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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 ARCHER Mutual Fund
Archer Balanced financial ratios help investors to determine whether ARCHER 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 ARCHER with respect to the benefits of owning Archer Balanced security.
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