1290 Essex Small Fund Five Year Return
| ESCJX Fund | 13.70 0.46 3.47% |
1290 Essex Small fundamentals help investors to digest information that contributes to 1290 Essex's financial success or failures. It also enables traders to predict the movement of 1290 Mutual Fund. The fundamental analysis module provides a way to measure 1290 Essex'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 1290 Essex mutual fund.
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1290 Essex Small Mutual Fund Five Year Return Analysis
1290 Essex'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% |
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, 1290 Essex Small has a Five Year Return of 0.0%. This indicator is about the same for the 1290 Funds average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
1290 Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses 1290 Essex'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 1290 Essex could also be used in its relative valuation, which is a method of valuing 1290 Essex by comparing valuation metrics of similar companies.1290 Essex is currently under evaluation in five year return among similar funds.
1290 Fundamentals
| Year To Date Return | 23.72 % | ||||
| One Year Return | 40.75 % | ||||
| Net Asset | 10.84 M |
About 1290 Essex Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze 1290 Essex Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of 1290 Essex using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of 1290 Essex Small 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 1290 Mutual Fund
1290 Essex financial ratios help investors to determine whether 1290 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 1290 with respect to the benefits of owning 1290 Essex security.
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