Weitz Ultra Financial Statements From 2010 to 2024
| SAFEX Fund | USD 9.99 0.01 0.10% |
Check Weitz Ultra financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Weitz Ultra's main balance sheet or income statement drivers, such as , as well as many indicators such as . Weitz financial statements analysis is a perfect complement when working with Weitz Ultra Valuation or Volatility modules.
Weitz |
Weitz Ultra Short Mutual Fund One Year Return Analysis
Weitz Ultra's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Weitz Ultra One Year Return | 2.15 % |
Most of Weitz Ultra's fundamental indicators, such as One 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, Weitz Ultra Short is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Weitz Ultra Short has an One Year Return of 2.15%. This is much higher than that of the Weitz family and significantly higher than that of the Ultrashort Bond category. The one year return for all United States funds is notably lower than that of the firm.
Weitz Ultra Short Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Weitz Ultra's current stock value. Our valuation model uses many indicators to compare Weitz Ultra value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Weitz Ultra competition to find correlations between indicators driving Weitz Ultra's intrinsic value. More Info.Weitz Ultra Short is rated top fund in one year return among similar funds. It also is rated top fund in three year return among similar funds reporting about 0.88 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Weitz Ultra Short is roughly 1.14 . 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 Weitz Ultra's earnings, one of the primary drivers of an investment's value.About Weitz Ultra Financial Statements
Weitz Ultra investors use historical fundamental indicators, such as Weitz Ultra'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 Weitz Ultra. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in debt obligations issued or guaranteed by the U.S. government, its agencies and instrumentalities and repurchase agreements on such securities. It may invest in securities that are unrated if the adviser determines that such securities are of investment grade quality. The fund may also invest in government money market funds or exchange traded funds which invest substantially all of their assets in U.S. government securities.
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 Weitz Mutual Fund
Weitz Ultra financial ratios help investors to determine whether Weitz 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 Weitz with respect to the benefits of owning Weitz Ultra security.
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