Realestaterealreturn Strategy Fund Ten Year Return
PETAX Fund | USD 22.94 0.16 0.70% |
Realestaterealreturn Strategy Fund fundamentals help investors to digest information that contributes to Realestaterealreturn's financial success or failures. It also enables traders to predict the movement of Realestaterealreturn Mutual Fund. The fundamental analysis module provides a way to measure Realestaterealreturn'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 Realestaterealreturn mutual fund.
Realestaterealreturn |
Realestaterealreturn Strategy Fund Mutual Fund Ten Year Return Analysis
Realestaterealreturn's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Realestaterealreturn Ten Year Return | 10.03 % |
Most of Realestaterealreturn's fundamental indicators, such as Ten 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, Realestaterealreturn Strategy Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Competition |
Based on the latest financial disclosure, Realestaterealreturn Strategy Fund has a Ten Year Return of 10.03%. This is 279.92% higher than that of the PIMCO family and significantly higher than that of the Real Estate category. The ten year return for all United States funds is notably lower than that of the firm.
Realestaterealreturn Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Realestaterealreturn's direct or indirect competition against its Ten 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 Realestaterealreturn could also be used in its relative valuation, which is a method of valuing Realestaterealreturn by comparing valuation metrics of similar companies.Realestaterealreturn is currently under evaluation in ten year return among similar funds.
Realestaterealreturn Fundamentals
Price To Earning | 29.70 X | |||
Price To Book | 2.90 X | |||
Price To Sales | 7.87 X | |||
Total Asset | 120.88 M | |||
Annual Yield | 0 % | |||
Year To Date Return | 11.08 % | |||
One Year Return | 25.68 % | |||
Three Year Return | (2.11) % | |||
Five Year Return | 5.46 % | |||
Ten Year Return | 10.03 % | |||
Net Asset | 587.69 M | |||
Last Dividend Paid | 0.52 | |||
Cash Position Weight | (115.95) % | |||
Equity Positions Weight | 100.21 % | |||
Bond Positions Weight | (3.88) % |
About Realestaterealreturn Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Realestaterealreturn Strategy Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Realestaterealreturn using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Realestaterealreturn Strategy Fund 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 Realestaterealreturn Mutual Fund
Realestaterealreturn financial ratios help investors to determine whether Realestaterealreturn 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 Realestaterealreturn with respect to the benefits of owning Realestaterealreturn security.
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |