The Eafe Choice Fund Five Year Return
BKGCX Fund | USD 14.19 0.07 0.50% |
The Eafe Choice fundamentals help investors to digest information that contributes to Eafe Choice's financial success or failures. It also enables traders to predict the movement of Eafe Mutual Fund. The fundamental analysis module provides a way to measure Eafe Choice'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 Eafe Choice mutual fund.
Eafe |
The Eafe Choice Mutual Fund Five Year Return Analysis
Eafe Choice'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.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Eafe Choice Five Year Return | (0.09) % |
Most of Eafe Choice'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, The Eafe Choice 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.
Competition |
According to the company disclosure, The Eafe Choice has a Five Year Return of -0.0861%. This is much lower than that of the Baillie Gifford Funds family and significantly lower than that of the Foreign Large Growth category. The five year return for all United States funds is notably higher than that of the company.
Did you try this?
Run ETFs Now
ETFsFind actively traded Exchange Traded Funds (ETF) from around the world |
All Next | Launch Module |
Fund Asset Allocation for Eafe Choice
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Eafe Choice'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.
Eafe Fundamentals
Total Asset | 440 M | ||||
Annual Yield | 0.04 % | ||||
Year To Date Return | 0.14 % | ||||
One Year Return | 2.31 % | ||||
Three Year Return | (7.08) % | ||||
Five Year Return | (0.09) % | ||||
Ten Year Return | 8.13 % | ||||
Net Asset | 288.28 M | ||||
Last Dividend Paid | 0.15 | ||||
Equity Positions Weight | 100.00 % |
About Eafe Choice Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze The Eafe Choice's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Eafe Choice using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Eafe Choice 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.
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.BTC | Bitcoin | |
TRX | TRON | |
BNB | Binance Coin |
Other Information on Investing in Eafe Mutual Fund
Eafe Choice financial ratios help investors to determine whether Eafe 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 Eafe with respect to the benefits of owning Eafe Choice security.
Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
CEOs Directory Screen CEOs from public companies around the world | |
Analyst Advice Analyst recommendations and target price estimates broken down by several categories |