Global Fixed Financial Statements From 2010 to 2024
| DINAX Fund | USD 5.08 0.01 0.20% |
Check Global Fixed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Global main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Global financial statements analysis is a perfect complement when working with Global Fixed Valuation or Volatility modules.
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Global Fixed Income Mutual Fund Three Year Return Analysis
Global Fixed'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 Global Fixed Three Year Return | 0.72 % |
Most of Global Fixed'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, Global Fixed Income 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.
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Based on the latest financial disclosure, Global Fixed Income has a Three Year Return of 0.7165%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the Multisector Bond category. The three year return for all United States funds is notably lower than that of the firm.
Global Fixed Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Fixed's current stock value. Our valuation model uses many indicators to compare Global Fixed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Fixed competition to find correlations between indicators driving Global Fixed's intrinsic value. More Info.Global Fixed Income is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 215.59 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Global Fixed by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Global Fixed'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 Global Fixed's earnings, one of the primary drivers of an investment's value.About Global Fixed Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Global Fixed income statement, its balance sheet, and the statement of cash flows. Global Fixed investors use historical funamental indicators, such as Global Fixed's revenue or net income, to determine how well the company is positioned to perform in the future. Although Global Fixed investors may use each financial statement separately, they are all related. The changes in Global Fixed's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Global Fixed'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 Global Fixed Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Global Fixed. Please read more on our technical analysis and fundamental analysis pages.
The fund will normally invest at least 80 percent of its assets in a portfolio of fixed-income securities. It may invest up to 65 percent of its net assets in any one asset class or market segment. The corporate securities in which the fund will invest may include fixed-income securities issued by corporations located in or outside of the United States. It may invest up to 20 percent of its net assets in loan-related investments, which may be rated investment grade or below investment grade.
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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 Global Fixed Correlation against competitors. Note that the Global Fixed Income information on this page should be used as a complementary analysis to other Global Fixed'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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .