T Rowe Price Fund Three Year Return
T Rowe Price fundamentals help investors to digest information that contributes to T Rowe's financial success or failures. It also enables traders to predict the movement of TRGSX Mutual Fund. The fundamental analysis module provides a way to measure T Rowe'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 T Rowe mutual fund.
TRGSX |
T Rowe Price Mutual Fund Three Year Return Analysis
T Rowe'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 T Rowe Three Year Return | 18.04 % |
Most of T Rowe'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, T Rowe Price 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.
CompetitionBased on the latest financial disclosure, T Rowe Price has a Three Year Return of 18.04%. This is much higher than that of the T. Rowe Price family and significantly higher than that of the World Large Stock category. The three year return for all United States funds is notably lower than that of the firm.
TRGSX Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses T Rowe's direct or indirect competition against its Three 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 T Rowe could also be used in its relative valuation, which is a method of valuing T Rowe by comparing valuation metrics of similar companies.T Rowe is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for T Rowe
The fund invests 99.21% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.79%) .Asset allocation divides T Rowe'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.
TRGSX Fundamentals
| Price To Earning | 21.63 X | |||
| Price To Book | 3.12 X | |||
| Price To Sales | 2.63 X | |||
| Total Asset | 25.78 M | |||
| One Year Return | (4.94) % | |||
| Three Year Return | 18.04 % | |||
| Five Year Return | (3.55) % | |||
| Ten Year Return | 4.78 % | |||
| Net Asset | 25.78 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.1 | |||
| Cash Position Weight | 0.79 % | |||
| Equity Positions Weight | 99.21 % |
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 T Rowe 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, T Rowe's short interest history, or implied volatility extrapolated from T Rowe options trading.
Currently Active Assets on Macroaxis
Check out World Market Map 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 state. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Other Consideration for investing in TRGSX Mutual Fund
If you are still planning to invest in T Rowe Price check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the T Rowe's history and understand the potential risks before investing.
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