Davis Financial Ten Year Return vs. Annual Yield
| RPFGX Fund | USD 68.34 0.45 0.65% |
For Davis Financial profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Davis Financial to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Davis Financial Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Davis Financial's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Davis Financial Fund over time as well as its relative position and ranking within its peers.
Davis |
Davis Financial Annual Yield vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Davis Financial's current stock value. Our valuation model uses many indicators to compare Davis Financial value to that of its competitors to determine the firm's financial worth. Davis Financial Fund is rated top fund in ten year return among similar funds. It is rated third largest fund in annual yield among similar funds . The ratio of Ten Year Return to Annual Yield for Davis Financial Fund is about 561.59 . 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 Davis Financial's earnings, one of the primary drivers of an investment's value.Davis Annual Yield vs. Ten Year Return
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.
Davis Financial |
| = | 7.75 % |
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.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Davis Financial |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Davis Annual Yield Comparison
Davis Financial is currently under evaluation in annual yield among similar funds.
Davis Financial Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Davis Financial, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Davis Financial will eventually generate negative long term returns. The profitability progress is the general direction of Davis Financial's change in net profit over the period of time. It can combine multiple indicators of Davis Financial, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The funds investment adviser uses the Davis Investment Discipline to invest at least 80 percent of the funds net assets, plus any borrowing for investment purposes, in securities issued by companies principally engaged in the financial services sector. It invests principally in common stocks . A company is principally engaged in financial services if it owns financial services-related assets that constitute at least 50 percent of the value of all of its assets, or if it derives at least 50 percent of its revenues from providing financial services.
Davis Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Davis Financial. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Davis Financial position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Davis Financial's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Davis Financial without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Instant Ratings Now
Instant RatingsDetermine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |
| All Next | Launch Module |
Use Investing Themes to Complement your Davis Financial position
In addition to having Davis Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Real Estate ETFs Thematic Idea Now
Real Estate ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Real Estate ETFs theme has 65 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Real Estate ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Davis Mutual Fund
To fully project Davis Financial's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Davis Financial at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Davis Financial's income statement, its balance sheet, and the statement of cash flows.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |