Ultra Fund Financial Statements From 2010 to 2024
| AULDX Fund | USD 102.76 0.04 0.04% |
Check Ultra Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ultra Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ultra financial statements analysis is a perfect complement when working with Ultra Fund Valuation or Volatility modules.
Ultra |
Ultra Fund R6 Mutual Fund Ten Year Return Analysis
Ultra Fund's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ultra Fund Ten Year Return | 16.53 % |
Most of Ultra Fund's fundamental indicators, such as Ten 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, Ultra Fund R6 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Ultra Fund R6 has a Ten Year Return of 16.53%. This is much higher than that of the American Century Investments family and significantly higher than that of the Large Growth category. The ten year return for all United States funds is notably lower than that of the firm.
Ultra Fund R6 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ultra Fund's current stock value. Our valuation model uses many indicators to compare Ultra Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ultra Fund competition to find correlations between indicators driving Ultra Fund's intrinsic value. More Info.Ultra Fund R6 is second largest fund in year to date return among similar funds. It also is second largest fund in one year return among similar funds reporting about 1.23 of One Year Return per Year To Date Return. 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 Ultra Fund's earnings, one of the primary drivers of an investment's value.About Ultra Fund Financial Statements
Ultra Fund investors use historical fundamental indicators, such as Ultra Fund'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 Ultra Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.
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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 Ultra Mutual Fund
Ultra Fund financial ratios help investors to determine whether Ultra 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 Ultra with respect to the benefits of owning Ultra Fund security.
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