Core Plus Financial Statements From 2010 to 2024
| WCPNX Fund | USD 9.66 0.02 0.21% |
Check Core Plus financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Core Plus' main balance sheet or income statement drivers, such as , as well as many indicators such as . CORE financial statements analysis is a perfect complement when working with Core Plus Valuation or Volatility modules.
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Core Plus Income Mutual Fund One Year Return Analysis
Core Plus' 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 Core Plus One Year Return | 7.37 % |
Most of Core Plus' 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, Core Plus Income 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, Core Plus Income has an One Year Return of 7.3738%. This is much higher than that of the Weitz family and significantly higher than that of the Intermediate Core-Plus Bond category. The one year return for all United States funds is notably lower than that of the firm.
Core Plus Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Core Plus's current stock value. Our valuation model uses many indicators to compare Core Plus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Core Plus competition to find correlations between indicators driving Core Plus's intrinsic value. More Info.Core Plus Income is rated fourth in price to earning among similar funds. It is rated second in price to book among similar funds fabricating about 0.06 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Core Plus Income is roughly 15.67 . 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 Core Plus' earnings, one of the primary drivers of an investment's value.About Core Plus Financial Statements
Core Plus investors use historical fundamental indicators, such as Core Plus' 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 Core Plus. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities, corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.
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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 CORE Mutual Fund
Core Plus financial ratios help investors to determine whether CORE 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 CORE with respect to the benefits of owning Core Plus security.
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