Dgi Balanced Financial Statements From 2010 to 2026
| DGIIX Fund | 13.14 0.02 0.15% |
Check Dgi Balanced financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dgi Balanced's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dgi financial statements analysis is a perfect complement when working with Dgi Balanced Valuation or Volatility modules.
Dgi |
Dgi Balanced I Mutual Fund Three Year Return Analysis
Dgi Balanced'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 Dgi Balanced Three Year Return | 14.28 % |
Most of Dgi Balanced'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, Dgi Balanced I 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, Dgi Balanced I has a Three Year Return of 14.28%. This is much higher than that of the Oriental Trust family and significantly higher than that of the Allocation--30% to 50% Equity category. The three year return for all United States funds is notably lower than that of the firm.
Dgi Balanced I Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dgi Balanced's current stock value. Our valuation model uses many indicators to compare Dgi Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dgi Balanced competition to find correlations between indicators driving Dgi Balanced's intrinsic value. More Info.Dgi Balanced I is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 710.34 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 Dgi Balanced's earnings, one of the primary drivers of an investment's value.About Dgi Balanced Financial Statements
Dgi Balanced investors use historical fundamental indicators, such as Dgi Balanced'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 Dgi Balanced. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to attain its investment objectives by investing in a diversified portfolio of equity and fixed income securities with capital appreciation and current income potential and, as such, intends to operate as a balanced fund. The equity securities in which the fund principally invests will be those of small-, mid-, and large-capitalization issuers.
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 Dgi Mutual Fund
Dgi Balanced financial ratios help investors to determine whether Dgi 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 Dgi with respect to the benefits of owning Dgi Balanced security.
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