Conservative Income Financial Statements From 2010 to 2024
| COIAX Fund | USD 10.00 0.00 0.00% |
Check Conservative Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Conservative main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Conservative financial statements analysis is a perfect complement when working with Conservative Income Valuation or Volatility modules.
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Conservative Income Mutual Fund Five Year Return Analysis
Conservative Income'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% |
Current Conservative Income Five Year Return | 2.10 % |
Most of Conservative Income's fundamental indicators, such as Five 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, Conservative Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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, Conservative Income has a Five Year Return of 2.0986%. This is much higher than that of the SEI family and significantly higher than that of the Ultrashort Bond category. The five year return for all United States funds is notably lower than that of the firm.
Conservative Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Conservative Income's current stock value. Our valuation model uses many indicators to compare Conservative Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Conservative Income competition to find correlations between indicators driving Conservative Income's intrinsic value. More Info.Conservative Income is the top fund in year to date return among similar funds. It is the top fund in one year return among similar funds reporting about 2.45 of One Year Return per Year To Date Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Conservative Income by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Conservative Income's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Conservative Income's earnings, one of the primary drivers of an investment's value.About Conservative Income Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Conservative Income income statement, its balance sheet, and the statement of cash flows. Conservative Income investors use historical funamental indicators, such as Conservative Income's revenue or net income, to determine how well the company is positioned to perform in the future. Although Conservative Income investors may use each financial statement separately, they are all related. The changes in Conservative Income's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Conservative Income's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Conservative Income Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Conservative Income. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in U.S. dollar-denominated debt securities that the funds sub-adviser believes present minimal credit risks to the fund. It will invest at least 25 percent of its assets in securities issued by companies in the financial services industry, but may invest less than 25 percent of its assets in this industry as a temporary defensive measure.
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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.Check out the analysis of Conservative Income Correlation against competitors. Note that the Conservative Income information on this page should be used as a complementary analysis to other Conservative Income's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..