Zacks All Financial Statements From 2010 to 2024
| CZOVX Fund | USD 30.79 0.10 0.32% |
Check Zacks All financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Zacks All's main balance sheet or income statement drivers, such as , as well as many indicators such as . Zacks financial statements analysis is a perfect complement when working with Zacks All Valuation or Volatility modules.
Zacks |
Zacks All Cap Core Mutual Fund Three Year Return Analysis
Zacks All's 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 Zacks All Three Year Return | 9.66 % |
Most of Zacks All's 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, Zacks All Cap Core 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, Zacks All Cap Core has a Three Year Return of 9.6618%. This is much higher than that of the Zacks Funds family and significantly higher than that of the Large Blend category. The three year return for all United States funds is notably lower than that of the firm.
Zacks All Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Zacks All's current stock value. Our valuation model uses many indicators to compare Zacks All value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Zacks All competition to find correlations between indicators driving Zacks All's intrinsic value. More Info.Zacks All Cap Core 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 5,540 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 Zacks All's earnings, one of the primary drivers of an investment's value.About Zacks All Financial Statements
Zacks All investors use historical fundamental indicators, such as Zacks All'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 Zacks All. Please read more on our technical analysis and fundamental analysis pages.
The fund pursues its investment objectives by applying a hybrid research process, which uses both quantitative and qualitative criteria. The Advisor uses the Zacks Rank, a proprietary model, to quantitatively assess the attractiveness of a large universe of stocks based primarily on an analysis of changing patterns of earnings estimates for a company. It invests primarily in equity securities of U.S. issuers. The fund also may invest in equity securities of Canadian issuers and American Depository Receipts .
Also Currently Popular
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 Zacks Mutual Fund
Zacks All financial ratios help investors to determine whether Zacks 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 Zacks with respect to the benefits of owning Zacks All security.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |