Nationwide Mellon Disciplined Fund Year To Date Return
| NWAMX Fund | USD 40.98 0.33 0.81% |
Nationwide Mellon Disciplined fundamentals help investors to digest information that contributes to Nationwide Mellon's financial success or failures. It also enables traders to predict the movement of Nationwide Mutual Fund. The fundamental analysis module provides a way to measure Nationwide Mellon'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 Nationwide Mellon mutual fund.
Nationwide |
Nationwide Mellon Disciplined Mutual Fund Year To Date Return Analysis
Nationwide Mellon's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Nationwide Mellon Year To Date Return | 23.33 % |
Most of Nationwide Mellon's fundamental indicators, such as Year To Date 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, Nationwide Mellon Disciplined is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Nationwide Mellon Year To Date Return Component Assessment
Based on the company's disclosures, Nationwide Mellon Disciplined has a Year To Date Return of 23.3253%. This is much higher than that of the Nationwide family and notably higher than that of the Large Value category. The year to date return for all United States funds is notably lower than that of the firm.
Nationwide Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Nationwide Mellon's direct or indirect competition against its Year To Date 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 Nationwide Mellon could also be used in its relative valuation, which is a method of valuing Nationwide Mellon by comparing valuation metrics of similar companies.Nationwide Mellon is currently under evaluation in year to date return among similar funds.
Nationwide Fundamentals
| Total Asset | 534.37 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 23.33 % | ||||
| One Year Return | 28.54 % | ||||
| Three Year Return | 10.89 % | ||||
| Five Year Return | 13.79 % | ||||
| Ten Year Return | 9.15 % | ||||
| Net Asset | 538.72 M | ||||
| Minimum Initial Investment | 2 K | ||||
| Last Dividend Paid | 0.1 |
About Nationwide Mellon Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Nationwide Mellon Disciplined's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Nationwide Mellon using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Nationwide Mellon Disciplined 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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Nationwide Mellon financial ratios help investors to determine whether Nationwide 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 Nationwide with respect to the benefits of owning Nationwide Mellon security.
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