Floating Rate Financial Statements From 2010 to 2024
| LFRAX Fund | USD 8.18 0.01 0.12% |
Check Floating Rate financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Floating Rate's main balance sheet or income statement drivers, such as , as well as many indicators such as . Floating financial statements analysis is a perfect complement when working with Floating Rate Valuation or Volatility modules.
Floating |
Floating Rate Fund Mutual Fund Year To Date Return Analysis
Floating Rate'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 Floating Rate Year To Date Return | 7.93 % |
Most of Floating Rate'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, Floating Rate Fund 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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Based on the company's disclosures, Floating Rate Fund has a Year To Date Return of 7.9293%. This is much higher than that of the Lord Abbett family and significantly higher than that of the Bank Loan category. The year to date return for all United States funds is notably lower than that of the firm.
Floating Rate Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Floating Rate's current stock value. Our valuation model uses many indicators to compare Floating Rate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Floating Rate competition to find correlations between indicators driving Floating Rate's intrinsic value. More Info.Floating Rate Fund is rated fifth overall fund in annual yield among similar funds. It is rated fourth overall fund in year to date return among similar funds creating about 94.73 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 Floating Rate's earnings, one of the primary drivers of an investment's value.About Floating Rate Financial Statements
Floating Rate investors use historical fundamental indicators, such as Floating Rate'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 Floating Rate. Please read more on our technical analysis and fundamental analysis pages.
Under normal conditions, the fund pursues its investment objective by investing at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in floating or adjustable rate instruments and derivatives and other instruments that effectively enable the fund to achieve a floating rate of income. It may invest up to 20 percent of its net assets in other types of debt securities and short-term instruments.
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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 Floating Mutual Fund
Floating Rate financial ratios help investors to determine whether Floating 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 Floating with respect to the benefits of owning Floating Rate security.
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