Limited Term Financial Statements From 2010 to 2024
| LTXFX Fund | USD 15.42 0.02 0.13% |
Check Limited Term financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Limited Term's main balance sheet or income statement drivers, such as , as well as many indicators such as . Limited financial statements analysis is a perfect complement when working with Limited Term Valuation or Volatility modules.
Limited |
Limited Term Tax Mutual Fund Year To Date Return Analysis
Limited Term'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 Limited Term Year To Date Return | 2.19 % |
Most of Limited Term'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, Limited Term Tax 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.
| Competition |
Based on the company's disclosures, Limited Term Tax has a Year To Date Return of 2.1899%. This is much higher than that of the American Funds family and significantly higher than that of the Muni National Short category. The year to date return for all United States funds is notably lower than that of the firm.
Limited Term Tax Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Limited Term's current stock value. Our valuation model uses many indicators to compare Limited Term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Limited Term competition to find correlations between indicators driving Limited Term's intrinsic value. More Info.Limited Term Tax 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 811.07 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 Limited Term's earnings, one of the primary drivers of an investment's value.About Limited Term Financial Statements
Limited Term investors use historical fundamental indicators, such as Limited Term'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 Limited Term. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its assets in, or derive at least 80 percent of its income from, securities that are exempt from regular federal income tax and that do not subject the investors to federal alternative minimum tax. It invests primarily in debt securities rated A- or better or A3 or better, or unrated but determined by the funds investment adviser to be of equivalent quality. The dollar-weighted average effective maturity of the funds portfolio is between three and 10 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 Limited Mutual Fund
Limited Term financial ratios help investors to determine whether Limited 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 Limited with respect to the benefits of owning Limited Term security.
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