Short-term Bond Financial Statements From 2010 to 2026
| ASBAX Fund | USD 9.62 0.01 0.10% |
Check Short-term Bond financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Short-term Bond's main balance sheet or income statement drivers, such as , as well as many indicators such as . Short-term financial statements analysis is a perfect complement when working with Short-term Bond Valuation or Volatility modules.
Short-term |
Short Term Bond Fund Mutual Fund Five Year Return Analysis
Short-term Bond'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 Short-term Bond Five Year Return | 1.67 % |
Most of Short-term Bond'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, Short Term Bond 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, Short Term Bond Fund has a Five Year Return of 1.6709%. This is much higher than that of the Capital Group family and significantly higher than that of the Short-Term Bond category. The five year return for all United States funds is notably lower than that of the firm.
Short Term Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Short-term Bond's current stock value. Our valuation model uses many indicators to compare Short-term Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Short-term Bond competition to find correlations between indicators driving Short-term Bond's intrinsic value. More Info.Short Term Bond 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 0.62 of Year To Date Return per Annual Yield. The ratio of Annual Yield to Year To Date Return for Short Term Bond Fund is roughly 1.61 . 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 Short-term Bond's earnings, one of the primary drivers of an investment's value.About Short-term Bond Financial Statements
Short-term Bond investors use historical fundamental indicators, such as Short-term Bond'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 Short-term Bond. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its assets in bonds . It maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity no greater than three years and consisting primarily of debt securities rated AA- or Aa3 or better. The fund primarily invests in debt securities denominated in U.S. dollars. It may invest up to 10 percent of its assets in debt securities in the A rating category.
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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 Short-term Mutual Fund
Short-term Bond financial ratios help investors to determine whether Short-term 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 Short-term with respect to the benefits of owning Short-term Bond security.
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