Income Fund Of Fund One Year Return

IFAFX Fund  USD 24.14  0.22  0.92%   
Income Fund Of fundamentals help investors to digest information that contributes to Income Fund's financial success or failures. It also enables traders to predict the movement of Income Mutual Fund. The fundamental analysis module provides a way to measure Income Fund's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Income Fund mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Income One Year Return Analysis

Income Fund's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Income Fund One Year Return

    
  12.89 %  
Most of Income Fund's fundamental indicators, such as One 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, Income Fund Of is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Income Fund One Year Return Component Assessment

Based on the recorded statements, Income Fund Of has an One Year Return of 12.8883%. This is much higher than that of the American Funds family and significantly higher than that of the Family category. The one year return for all United States funds is notably lower than that of the firm.

Income One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Income Fund's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Income Fund could also be used in its relative valuation, which is a method of valuing Income Fund by comparing valuation metrics of similar companies.
Income Fund is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Income Fund

The fund invests 64.65% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (3.17%) , cash (9.79%) and various exotic instruments.
Asset allocation divides Income Fund's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Income Fundamentals

About Income Fund Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Income Fund Of's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Income Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Income Fund Of based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Normally the fund invests primarily in income-producing securities. These include equity securities, such as dividend-paying common stocks, and debt securities, such as interest-paying bonds. Generally at least 60 percent of the funds assets will be invested in common stocks and other equity-type securities. The fund may also invest up to 30 percent of its assets in common stocks and other equity-type securities of issuers domiciled outside the United States, including issuers in developing countries.

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Check out Income Fund Piotroski F Score and Income Fund Altman Z Score analysis.
Note that the Income Fund information on this page should be used as a complementary analysis to other Income Fund'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 Transaction History module to view history of all your transactions and understand their impact on performance.

Complementary Tools for Income Mutual Fund analysis

When running Income Fund's price analysis, check to measure Income Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Income Fund is operating at the current time. Most of Income Fund's value examination focuses on studying past and present price action to predict the probability of Income Fund's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Income Fund's price. Additionally, you may evaluate how the addition of Income Fund to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Income Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Income Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Income Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.