Total Return Financial Statements From 2010 to 2024
| BNDAX Fund | USD 9.49 0.02 0.21% |
Check Total Return financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Total Return's main balance sheet or income statement drivers, such as , as well as many indicators such as . Total financial statements analysis is a perfect complement when working with Total Return Valuation or Volatility modules.
Total |
Total Return Bond Mutual Fund Three Year Return Analysis
Total Return'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 Total Return Three Year Return | 2.59 % |
Most of Total Return'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, Total Return Bond 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, Total Return Bond has a Three Year Return of 2.5923%. This is much higher than that of the Meeder Funds family and significantly higher than that of the Nontraditional Bond category. The three year return for all United States funds is notably lower than that of the firm.
Total Return Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Total Return's current stock value. Our valuation model uses many indicators to compare Total Return value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Total Return competition to find correlations between indicators driving Total Return's intrinsic value. More Info.Total Return Bond is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 158.91 of Year To Date Return per Annual Yield. 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 Total Return's earnings, one of the primary drivers of an investment's value.About Total Return Financial Statements
Total Return investors use historical fundamental indicators, such as Total Return's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Total Return. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in fixed income securities, principally mutual and exchange traded funds that invest in domestic and foreign fixed income securities. It may invest in fixed income securities of any duration and may utilize derivative investments that provide exposure to fixed income securities. The fund may also invest up to 20 percent of its net assets in equity securities, including preferred stock, convertible securities, common stocks and real estate investment trusts .
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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 Total Mutual Fund
Total Return financial ratios help investors to determine whether Total 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 Total with respect to the benefits of owning Total Return security.
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