At Income Financial Statements From 2010 to 2024
AWIIX Fund | USD 16.53 0.07 0.43% |
Check At Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among At Income's main balance sheet or income statement drivers, such as , as well as many indicators such as . AWIIX financial statements analysis is a perfect complement when working with At Income Valuation or Volatility modules.
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At Income Opportunities Mutual Fund Year To Date Return Analysis
At Income'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 At Income Year To Date Return | 10.59 % |
Most of At Income'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, At Income Opportunities 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, At Income Opportunities has a Year To Date Return of 10.5945%. This is much higher than that of the CIBC Private Wealth Management 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.
At Income Opportunities Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining At Income's current stock value. Our valuation model uses many indicators to compare At Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across At Income competition to find correlations between indicators driving At Income's intrinsic value. More Info.At Income Opportunities 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 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for At Income Opportunities is roughly 7.20 . 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 At Income's earnings, one of the primary drivers of an investment's value.About At Income Financial Statements
At Income investors use historical fundamental indicators, such as At Income'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 At Income. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in income producing securities. The fund invests in a combination of common stock, preferred stock, convertible securities, fixed income securities and other investment companies and closed-end investment companies .
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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 AWIIX Mutual Fund
At Income financial ratios help investors to determine whether AWIIX 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 AWIIX with respect to the benefits of owning At Income security.
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