Real Estate Financials
| ARYEX Fund | USD 22.99 0.03 0.13% |
Real |
Please note that past performance is not an indicator of the future performance of Real Estate, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Real Estate Fund Summary
Real Estate competes with Select Fund, SCOR PK, Morningstar Unconstrained, High Yield, and Thrivent High. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities issued by real estate investment trusts and other companies engaged in the real estate industry. The portfolio managers look for real estate securities they believe will provide superior returns, focusing on companies with the potential for stock price appreciation, plus sustainable growth of cash flow to investors.Specialization | Real Estate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | American Century Capital |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Real Estate |
| Benchmark | NYSE Composite |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
You should never invest in Real Estate Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Real Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Real Estate's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Real Estate Key Financial Ratios
Generally speaking, Real Estate's financial ratios allow both analysts and investors to convert raw data from Real Estate's financial statements into concise, actionable information that can be used to evaluate the performance of Real Estate over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Real Estate Fund reports annually and quarterly.Real Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Real Estate's current stock value. Our valuation model uses many indicators to compare Real Estate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Real Estate competition to find correlations between indicators driving Real Estate's intrinsic value. More Info.Real Estate Fund is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 436.07 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Real Estate by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Real Estate'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 Real Estate's earnings, one of the primary drivers of an investment's value.Real Estate Fund Systematic Risk
Real Estate's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Real Estate volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Real Estate Fund correlated with the market. If Beta is less than 0 Real Estate generally moves in the opposite direction as compared to the market. If Real Estate Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Real Estate Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Real Estate is generally in the same direction as the market. If Beta > 1 Real Estate moves generally in the same direction as, but more than the movement of the benchmark.
Real Estate April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Real Estate help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Real Estate Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Real Estate Fund based on widely used predictive technical indicators. In general, we focus on analyzing Real Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Real Estate's daily price indicators and compare them against related drivers.
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 6.2 | |||
| Value At Risk | (1.67) | |||
| Potential Upside | 1.33 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Real Estate Fund. 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 income. Note that the Real Estate Fund information on this page should be used as a complementary analysis to other Real Estate'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.