Catholic Responsible Investments Fund Fundamentals
| CROVX Fund | USD 9.32 0.02 0.22% |
Catholic Responsible Investments fundamentals help investors to digest information that contributes to Catholic Responsible's financial success or failures. It also enables traders to predict the movement of Catholic Mutual Fund. The fundamental analysis module provides a way to measure Catholic Responsible'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 Catholic Responsible mutual fund.
Catholic |
Catholic Responsible Investments Mutual Fund Three Year Return Analysis
Catholic Responsible's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Catholic Responsible Three Year Return | 1.83 % |
Most of Catholic Responsible's fundamental indicators, such as Three 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, Catholic Responsible Investments is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Catholic Responsible Investments has a Three Year Return of 1.8307%. This is much higher than that of the Catholic Responsible Investments Funds family and significantly higher than that of the Short-Term Bond category. The three year return for all United States funds is notably lower than that of the firm.
Catholic Responsible Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Catholic Responsible's current stock value. Our valuation model uses many indicators to compare Catholic Responsible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Catholic Responsible competition to find correlations between indicators driving Catholic Responsible's intrinsic value. More Info.Catholic Responsible Investments is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 5,410 of Year To Date Return per Annual Yield. 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 Catholic Responsible's earnings, one of the primary drivers of an investment's value.Catholic Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Catholic Responsible's direct or indirect competition against its Three 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 Catholic Responsible could also be used in its relative valuation, which is a method of valuing Catholic Responsible by comparing valuation metrics of similar companies.Catholic Responsible is currently under evaluation in three year return among similar funds.
Catholic Fundamentals
| Annual Yield | 0 % | ||||
| Year To Date Return | 5.41 % | ||||
| One Year Return | 7.34 % | ||||
| Three Year Return | 1.83 % |
About Catholic Responsible Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Catholic Responsible Investments's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Catholic Responsible using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Catholic Responsible Investments 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.Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in fixed income securities and other debt instruments. The fund may invest up to 20 percent of its assets in debt securities that are rated below investment grade. The sub-advisers actively manage the duration of the fund and purchase securities such that the average weighted duration of the funds portfolio will typically be similar to the Bloomberg 1-5 Year Government Credit Index duration, generally ranging within one-half years to five years.
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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 Catholic Mutual Fund
Catholic Responsible financial ratios help investors to determine whether Catholic 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 Catholic with respect to the benefits of owning Catholic Responsible security.
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