Lkcm Fixed Financial Statements From 2010 to 2024
| LKFIX Fund | USD 10.48 0.02 0.19% |
Check Lkcm Fixed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Lkcm Fixed's main balance sheet or income statement drivers, such as , as well as many indicators such as . Lkcm financial statements analysis is a perfect complement when working with Lkcm Fixed Valuation or Volatility modules.
Lkcm |
Lkcm Fixed Income Mutual Fund Year To Date Return Analysis
Lkcm Fixed'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 Lkcm Fixed Year To Date Return | 2.88 % |
Most of Lkcm Fixed'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, Lkcm Fixed Income 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, Lkcm Fixed Income has a Year To Date Return of 2.8804%. This is much higher than that of the LKCM family and significantly higher than that of the Corporate Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Lkcm Fixed Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lkcm Fixed's current stock value. Our valuation model uses many indicators to compare Lkcm Fixed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lkcm Fixed competition to find correlations between indicators driving Lkcm Fixed's intrinsic value. More Info.Lkcm Fixed Income is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 216.57 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 Lkcm Fixed's earnings, one of the primary drivers of an investment's value.About Lkcm Fixed Financial Statements
Lkcm Fixed investors use historical fundamental indicators, such as Lkcm Fixed'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 Lkcm Fixed. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in a portfolio of investment grade corporate and U.S. government fixed income securities. The funds investments in fixed income securities consist primarily of investment grade corporate fixed income securities and fixed income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities. The fund typically invests in fixed income securities with short- to intermediate-term maturities from one to ten years.
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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 Lkcm Mutual Fund
Lkcm Fixed financial ratios help investors to determine whether Lkcm 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 Lkcm with respect to the benefits of owning Lkcm Fixed security.
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