Redwood Managed Municipal Fund Three Year Return
RWMIX Fund | USD 14.10 0.01 0.07% |
Redwood Managed Municipal fundamentals help investors to digest information that contributes to Redwood Managed's financial success or failures. It also enables traders to predict the movement of Redwood Mutual Fund. The fundamental analysis module provides a way to measure Redwood Managed'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 Redwood Managed mutual fund.
Redwood |
Redwood Managed Municipal Mutual Fund Three Year Return Analysis
Redwood Managed'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 Redwood Managed Three Year Return | (0.83) % |
Most of Redwood Managed'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, Redwood Managed Municipal 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, Redwood Managed Municipal has a Three Year Return of -0.834%. This is much lower than that of the Redwood family and significantly lower than that of the High Yield Muni category. The three year return for all United States funds is notably higher than that of the company.
Redwood Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Redwood Managed'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 Redwood Managed could also be used in its relative valuation, which is a method of valuing Redwood Managed by comparing valuation metrics of similar companies.Redwood Managed is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Redwood Managed
The fund consists of 92.18% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Redwood Managed'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.
Redwood Fundamentals
Total Asset | 159.45 M | ||||
Annual Yield | 0.04 % | ||||
Year To Date Return | 3.97 % | ||||
One Year Return | 8.73 % | ||||
Three Year Return | (0.83) % | ||||
Five Year Return | 0.49 % | ||||
Net Asset | 177.6 M | ||||
Minimum Initial Investment | 10 K | ||||
Last Dividend Paid | 0.03 | ||||
Cash Position Weight | 7.77 % | ||||
Bond Positions Weight | 92.18 % |
About Redwood Managed Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Redwood Managed Municipal's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Redwood Managed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Redwood Managed Municipal 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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Redwood Managed financial ratios help investors to determine whether Redwood 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 Redwood with respect to the benefits of owning Redwood Managed security.
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