T Rowe Financial Statements From 2010 to 2024
| TRLZX Fund | USD 7.01 0.04 0.57% |
Check T Rowe financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among T Rowe's main balance sheet or income statement drivers, such as , as well as many indicators such as . TRLZX financial statements analysis is a perfect complement when working with T Rowe Valuation or Volatility modules.
TRLZX |
T Rowe Price Mutual Fund One Year Return Analysis
T Rowe'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 T Rowe One Year Return | 2.69 % |
Most of T Rowe'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, T Rowe Price 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, T Rowe Price has an One Year Return of 2.69%. This is 20.63% higher than that of the T. Rowe Price family and significantly higher than that of the World Bond category. The one year return for all United States funds is notably lower than that of the firm.
T Rowe Price Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining T Rowe's current stock value. Our valuation model uses many indicators to compare T Rowe value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across T Rowe competition to find correlations between indicators driving T Rowe's intrinsic value. More Info.T Rowe Price 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 0.80 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for T Rowe Price is roughly 1.25 . 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 T Rowe's earnings, one of the primary drivers of an investment's value.About T Rowe Financial Statements
T Rowe investors use historical fundamental indicators, such as T Rowe'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 T Rowe. Please read more on our technical analysis and fundamental analysis pages.
Normally, the fund invests at least 80 percent of its net assets in foreign bonds. It may invest up to 25 percent of its total assets in junk bonds that have received a below investment-grade rating from each of the rating agencies that has assigned a rating to the bond or deemed by T.Rowe Price to be below investment-grade quality, including those in default or with the lowest rating. The fund is non-diversified.
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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 TRLZX Mutual Fund
T Rowe financial ratios help investors to determine whether TRLZX 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 TRLZX with respect to the benefits of owning T Rowe security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |