Floating Rate Financial Statements From 2010 to 2024
| LFRIX Fund | USD 8.17 0.01 0.12% |
Check Floating Rate financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Floating main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Floating financial statements analysis is a perfect complement when working with Floating Rate Valuation or Volatility modules.
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Floating Rate Fund Mutual Fund Year To Date Return Analysis
Floating Rate'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 Floating Rate Year To Date Return | 2.82 % |
Most of Floating Rate'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, Floating Rate Fund 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.
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Based on the company's disclosures, Floating Rate Fund has a Year To Date Return of 2.8179%. This is much higher than that of the Lord Abbett family and significantly higher than that of the Bank Loan category. The year to date return for all United States funds is notably lower than that of the firm.
Floating Rate Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Floating Rate's current stock value. Our valuation model uses many indicators to compare Floating Rate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Floating Rate competition to find correlations between indicators driving Floating Rate's intrinsic value. More Info.Floating Rate Fund is number one fund in annual yield among similar funds. It is number one fund in year to date return among similar funds creating about 704.47 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Floating Rate by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Floating Rate'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 Floating Rate's earnings, one of the primary drivers of an investment's value.About Floating Rate Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Floating Rate income statement, its balance sheet, and the statement of cash flows. Floating Rate investors use historical funamental indicators, such as Floating Rate's revenue or net income, to determine how well the company is positioned to perform in the future. Although Floating Rate investors may use each financial statement separately, they are all related. The changes in Floating Rate's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Floating Rate'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 Floating Rate Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Floating Rate. Please read more on our technical analysis and fundamental analysis pages.
Under normal conditions, the fund pursues its investment objective by investing at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in floating or adjustable rate instruments and derivatives and other instruments that effectively enable the fund to achieve a floating rate of income. It may invest up to 20 percent of its net assets in other types of debt securities and short-term instruments.
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 Floating Rate 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, Floating Rate's short interest history, or implied volatility extrapolated from Floating Rate options trading.
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