Us Small Cap Fund Ten Year Return
Us Small Cap fundamentals help investors to digest information that contributes to Us Small's financial success or failures. It also enables traders to predict the movement of RLACX Mutual Fund. The fundamental analysis module provides a way to measure Us Small'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 Us Small mutual fund.
RLACX |
Us Small Cap Mutual Fund Ten Year Return Analysis
Us Small's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Us Small Ten Year Return | 8.17 % |
Most of Us Small's fundamental indicators, such as Ten 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, Us Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Us Small Cap has a Ten Year Return of 8.17%. This is much higher than that of the Russell family and significantly higher than that of the Small Blend category. The ten year return for all United States funds is notably lower than that of the firm.
RLACX Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Us Small's direct or indirect competition against its Ten 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 Us Small could also be used in its relative valuation, which is a method of valuing Us Small by comparing valuation metrics of similar companies.Us Small is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Us Small
The fund consists of 94.69% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Us Small'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.
RLACX Fundamentals
| Price To Earning | 20.32 X | |||
| Price To Book | 1.73 X | |||
| Price To Sales | 0.93 X | |||
| Total Asset | 1.11 B | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 5.09 % | |||
| One Year Return | 12.04 % | |||
| Three Year Return | (0.38) % | |||
| Five Year Return | 6.96 % | |||
| Ten Year Return | 8.17 % | |||
| Net Asset | 1.99 B | |||
| Cash Position Weight | 5.31 % | |||
| Equity Positions Weight | 94.69 % |
About Us Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Us Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Us Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Us Small Cap 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Us Small in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Us Small's short interest history, or implied volatility extrapolated from Us Small options trading.
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Check out Your Equity Center to better understand how to build diversified portfolios. 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 main economic indicators. Note that the Us Small Cap information on this page should be used as a complementary analysis to other Us Small'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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.