Total Return Financial Statements From 2010 to 2024
| MNTRX Fund | USD 11.13 0.04 0.36% |
Check Total Return financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Total Return's main balance sheet or income statement drivers, such as , as well as many indicators such as . TOTAL financial statements analysis is a perfect complement when working with Total Return Valuation or Volatility modules.
TOTAL |
Total Return Bond Mutual Fund Year To Date Return Analysis
Total Return'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 Total Return Year To Date Return | 2.63 % |
Most of Total Return'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, Total Return Bond 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, Total Return Bond has a Year To Date Return of 2.626%. This is much higher than that of the Allspring Global Investments family and significantly higher than that of the Intermediate Core Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Total Return Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Total Return's current stock value. Our valuation model uses many indicators to compare Total Return value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Total Return competition to find correlations between indicators driving Total Return's intrinsic value. More Info.Total Return Bond is regarded fourth largest fund in annual yield among similar funds. It is regarded fifth largest fund in year to date return among similar funds creating about 525.20 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 Total Return's earnings, one of the primary drivers of an investment's value.About Total Return Financial Statements
Total Return investors use historical fundamental indicators, such as Total Return'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 Total Return. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in bonds at least 80 percent of the funds total assets in investment-grade debt securities up to 25 percent of its total assets in asset-backed securities, other than mortgage-backed securities and up to 20 percent of the funds total assets in U.S. dollar-denominated debt securities of foreign issuers. It is a feeder fund that invests substantially all of its assets in the Core Bond Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.
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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 TOTAL Mutual Fund
Total Return financial ratios help investors to determine whether TOTAL 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 TOTAL with respect to the benefits of owning Total Return security.
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