Income Stock Financials
| UIISX Fund | USD 19.27 0.27 1.38% |
Income |
Please note that past performance is not an indicator of the future performance of Income Stock, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Income Stock Fund Summary
Income Stock competes with International Growth, Growth Fund, Equity Income, and Ultra Fund. The fund normally invests at least 80 percent of its assets in common stocks, with at least 65 percent of the funds assets normally invested in common stocks of companies that pay dividends. Although the fund invests primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities, including securities issued in emerging markets.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9032886601 |
| Business Address | Usaa Mutual Funds |
| Mutual Fund Family | USAA |
| Mutual Fund Category | Large Value |
| Benchmark | NYSE Composite |
| Phone | 800 531 8722 |
| Currency | USD - US Dollar |
You should never invest in Income Stock Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Income Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Income Stock's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Income Stock Key Financial Ratios
Generally speaking, Income Stock's financial ratios allow both analysts and investors to convert raw data from Income Stock's financial statements into concise, actionable information that can be used to evaluate the performance of Income Stock over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Income Stock reports annually and quarterly.Income Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Income Stock's current stock value. Our valuation model uses many indicators to compare Income Stock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Income Stock competition to find correlations between indicators driving Income Stock's intrinsic value. More Info.Income Stock Fund is presently regarded as number one fund in price to earning among similar funds. It is presently regarded as number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Income Stock Fund is roughly 8.02 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Income Stock by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Income Stock'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 Income Stock's earnings, one of the primary drivers of an investment's value.Income Stock Systematic Risk
Income Stock's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Income Stock volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Income Stock correlated with the market. If Beta is less than 0 Income Stock generally moves in the opposite direction as compared to the market. If Income Stock Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Income Stock is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Income Stock is generally in the same direction as the market. If Beta > 1 Income Stock moves generally in the same direction as, but more than the movement of the benchmark.
Income Stock May 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Income Stock help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Income Stock Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Income Stock Fund based on widely used predictive technical indicators. In general, we focus on analyzing Income Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Income Stock's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.809 | |||
| Information Ratio | 0.0155 | |||
| Maximum Drawdown | 3.06 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 1.03 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Income Stock Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.