Income Stock Financials
| USISX Fund | USD 22.00 0.02 0.09% |
Income |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Income Stock Fund Summary
Income Stock competes with Royce Global, Hennessy Large, Icon Financial, John Hancock, and T Rowe. The fund normally invests at least 80 percent of its assets in common stocks, with at least 65 percent of the funds assets normally invested in common stocks of companies that pay dividends. Although the fund invests primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities, including securities issued in emerging markets.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9032886031 |
| Business Address | Usaa Mutual Funds |
| Mutual Fund Family | Victory Capital |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 531 8722 |
| Currency | USD - US Dollar |
Income Stock Key Financial Ratios
Income Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Income Stock's current stock value. Our valuation model uses many indicators to compare Income Stock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Income Stock competition to find correlations between indicators driving Income Stock's intrinsic value. More Info.Income Stock Fund is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Income Stock Fund is roughly 8.02 . 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 Income Stock's earnings, one of the primary drivers of an investment's value.Income Stock Systematic Risk
Income Stock's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Income Stock volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Income Stock correlated with the market. If Beta is less than 0 Income Stock generally moves in the opposite direction as compared to the market. If Income Stock Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Income Stock is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Income Stock is generally in the same direction as the market. If Beta > 1 Income Stock moves generally in the same direction as, but more than the movement of the benchmark.
Income Stock November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Income Stock help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Income Stock Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Income Stock Fund based on widely used predictive technical indicators. In general, we focus on analyzing Income Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Income Stock's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5938 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 3.63 | |||
| Value At Risk | (0.97) | |||
| Potential Upside | 1.1 |
Other Information on Investing in Income Mutual Fund
Income Stock financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Stock security.
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