High Yield Fund R6 Fund Five Year Return
AHYDX Fund | USD 5.12 0.01 0.20% |
High Yield Fund R6 fundamentals help investors to digest information that contributes to High-yield Fund's financial success or failures. It also enables traders to predict the movement of High-yield Mutual Fund. The fundamental analysis module provides a way to measure High-yield Fund's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to High-yield Fund mutual fund.
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High Yield Fund R6 Mutual Fund Five Year Return Analysis
High-yield Fund's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
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Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current High-yield Fund Five Year Return | 3.30 % |
Most of High-yield Fund's fundamental indicators, such as Five 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, High Yield Fund R6 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, High Yield Fund R6 has a Five Year Return of 3.3046%. This is 48.86% higher than that of the American Century Investments family and significantly higher than that of the High Yield Bond category. The five year return for all United States funds is notably lower than that of the firm.
High-yield Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses High-yield Fund's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of High-yield Fund could also be used in its relative valuation, which is a method of valuing High-yield Fund by comparing valuation metrics of similar companies.High Yield is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for High-yield Fund
The fund consists of 95.07% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides High-yield Fund's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
High-yield Fundamentals
Total Asset | 152.76 M | |||
Annual Yield | 0.06 % | |||
Year To Date Return | 6.53 % | |||
One Year Return | 11.16 % | |||
Three Year Return | 1.74 % | |||
Five Year Return | 3.30 % | |||
Ten Year Return | 5.70 % | |||
Net Asset | 139.51 M | |||
Last Dividend Paid | 0.02 | |||
Cash Position Weight | 4.07 % | |||
Bond Positions Weight | 95.07 % |
About High-yield Fund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze High Yield Fund R6's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of High-yield Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of High Yield Fund R6 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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 High-yield Mutual Fund
High-yield Fund financial ratios help investors to determine whether High-yield 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 High-yield with respect to the benefits of owning High-yield Fund security.
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