Catholic Values Financial Statements From 2010 to 2024
| CFVAX Fund | USD 8.58 0.01 0.12% |
Check Catholic Values financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Catholic Values' main balance sheet or income statement drivers, such as , as well as many indicators such as . Catholic financial statements analysis is a perfect complement when working with Catholic Values Valuation or Volatility modules.
Catholic |
Catholic Values Fixed Mutual Fund Three Year Return Analysis
Catholic Values' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Catholic Values Three Year Return | (3.09) % |
Most of Catholic Values' fundamental indicators, such as Three 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, Catholic Values Fixed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Catholic Values Fixed has a Three Year Return of -3.0898%. This is much lower than that of the SEI family and significantly lower than that of the Intermediate Core-Plus Bond category. The three year return for all United States funds is notably higher than that of the company.
Catholic Values Fixed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Catholic Values's current stock value. Our valuation model uses many indicators to compare Catholic Values value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Catholic Values competition to find correlations between indicators driving Catholic Values's intrinsic value. More Info.Catholic Values Fixed 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 507.00 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 Catholic Values' earnings, one of the primary drivers of an investment's value.About Catholic Values Financial Statements
Catholic Values investors use historical fundamental indicators, such as Catholic Values' 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 Catholic Values. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of the funds net assets in a diversified portfolio of bonds and other debt obligations of varying maturities. It seeks to make investment decisions consistent with the principles of the Catholic Church with respect to a range of social and moral concerns that may include protecting human life promoting human dignity reducing arms production pursuing economic justice protecting the environment, and encouraging corporate responsibility.
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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 Catholic Mutual Fund
Catholic Values financial ratios help investors to determine whether Catholic 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 Catholic with respect to the benefits of owning Catholic Values security.
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