Ab Equity Financial Statements From 2010 to 2024
| AUIKX Fund | USD 31.43 0.05 0.16% |
Check Ab Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among AUIKX main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . AUIKX financial statements analysis is a perfect complement when working with Ab Equity Valuation or Volatility modules.
AUIKX |
Ab Equity Income Mutual Fund Year To Date Return Analysis
Ab Equity's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ab Equity Year To Date Return | 4.89 % |
Most of Ab Equity's fundamental indicators, such as Year To Date 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, Ab Equity Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Ab Equity Income has a Year To Date Return of 4.8863%. This is 390.85% lower than that of the AllianceBernstein family and significantly higher than that of the Large Value category. The year to date return for all United States funds is notably lower than that of the firm.
Ab Equity Me Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ab Equity's current stock value. Our valuation model uses many indicators to compare Ab Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ab Equity competition to find correlations between indicators driving Ab Equity's intrinsic value. More Info.Ab Equity Income is second largest fund in price to earning among similar funds. It is second largest fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ab Equity Income is roughly 7.45 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ab Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ab Equity'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 Ab Equity's earnings, one of the primary drivers of an investment's value.About Ab Equity Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Ab Equity income statement, its balance sheet, and the statement of cash flows. Ab Equity investors use historical funamental indicators, such as Ab Equity's revenue or net income, to determine how well the company is positioned to perform in the future. Although Ab Equity investors may use each financial statement separately, they are all related. The changes in Ab Equity's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Ab Equity's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Ab Equity Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Ab Equity. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of equity securities of U.S. companies. Under normal circumstances, it invests at least 80 percent of its net assets in equity securities. The fund invests primarily in income-producing securities, targeting an investment in such securities of at least 65 percent of its total assets. It seeks current income and capital growth from investments in a wide range of industries.
Pair Trading with Ab Equity
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Ab Equity position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Ab Equity will appreciate offsetting losses from the drop in the long position's value.Moving together with AUIKX Mutual Fund
| 0.95 | GCEAX | Ab Global E | PairCorr |
| 0.95 | GCECX | Ab Global E | PairCorr |
| 0.95 | GCEYX | Ab Global E | PairCorr |
The ability to find closely correlated positions to Ab Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ab Equity when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Ab Equity - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Ab Equity Income to buy it.
The correlation of Ab Equity is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Ab Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ab Equity Me moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Ab Equity can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Ab Equity Correlation against competitors. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.