Precious Metals Financials
| UIPMX Fund | USD 17.61 0.77 4.57% |
With this module, you can analyze Precious financials for your investing period. You should be able to track the changes in Precious Metals individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Precious |
Understanding current and past Precious Metals Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Precious Metals' financial statements are interrelated, with each one affecting the others. For example, an increase in Precious Metals' assets may result in an increase in income on the income statement.
Evaluating Precious Metals' financials involves analyzing a range of financial metrics and ratios to gain insights into the company's financial health and performance. However, considering all of Precious Metals' profitability, liquidity ratios, and efficiency indicators at the same time could be an enormous task, and our Financial Distress score can provide you with a snapshot of the Precious Metals' relative financial performance
Chance Of Distress
Less than 1
100 | Zero |
Very Small
Precious Metals And has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Precious Metals mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity.
More InfoThe data published in Precious Metals' official financial statements usually reflect Precious Metals' business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Precious Metals And. For example, before you start analyzing numbers published by Precious accountants, it's critical to develop an understanding of what Precious Metals' liquidity, profitability, and earnings quality are in the context of the USAA space in which it operates.
Please note that past performance is not an indicator of the future performance of Precious Metals, 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. .
Precious Metals Company Summary
Precious Metals competes with First Eagle, First Eagle, Oppenheimer Gold, and First Eagle. The fund normally invests at least 80 percent of its assets in equity securities of domestic and foreign companies principally engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds. It is non-diversified.Specialization | Equity Precious Metals, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Usaa Mutual Funds |
| Mutual Fund Family | USAA |
| Mutual Fund Category | Equity Precious Metals |
| Benchmark | NYSE Composite |
| Phone | 800 235 8396 |
| Currency | USD - US Dollar |
You should never invest in Precious Metals without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Precious Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Precious Metals' financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.
Precious Metals Key Financial Ratios
Generally speaking, Precious Metals' financial ratios allow both analysts and investors to convert raw data from Precious Metals' financial statements into concise, actionable information that can be used to evaluate the performance of Precious Metals 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 Precious Metals And reports annually and quarterly.Precious Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Precious Metals's current stock value. Our valuation model uses many indicators to compare Precious Metals value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Precious Metals competition to find correlations between indicators driving Precious Metals's intrinsic value. More Info.Precious Metals And is rated fifth in three year return among similar funds. It is rated fourth in price to book among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Precious Metals by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Precious Metals' 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 Precious Metals' earnings, one of the primary drivers of an investment's value.Precious Metals And Systematic Risk
Precious Metals' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Precious Metals 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Precious Metals And correlated with the market. If Beta is less than 0 Precious Metals generally moves in the opposite direction as compared to the market. If Precious Metals Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Precious Metals And is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Precious Metals is generally in the same direction as the market. If Beta > 1 Precious Metals moves generally in the same direction as, but more than the movement of the benchmark..
About Precious Metals Financials
What exactly are Precious Metals Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Precious Metals' income statement, its balance sheet, and the statement of cash flows. Potential Precious Metals investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Precious Metals investors may use each financial statement separately, they are all related. The changes in Precious Metals's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Precious Metals'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. Please read more on our technical analysis and fundamental analysis pages.Steps to analyze Precious Metals Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Precious Metals is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Precious has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Precious Metals' financials are consistent with your investment objective using the following steps:- Review Precious Metals' balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Precious Metals' liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Precious Metals' financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Precious Metals' stock is overvalued or undervalued.
Precious Metals Thematic Clasifications
Precious Metals And is part of Precious Metals Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in various precious metals. Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals
This theme covers Funds investing in various precious metals. Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals. Get More Thematic Ideas
Precious Metals And is rated fifth in net asset among similar funds. Total Asset Under Management (AUM) of Equity Precious Metals category is currently estimated at about 8.07 Billion. Precious Metals holds roughly 457.31 Million in net asset claiming about 6% of all funds under Equity Precious Metals category.| Precious Metals Funds | View |
Precious Metals November 29, 2023 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Precious Metals help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Precious Metals And. We use our internally-developed statistical techniques to arrive at the intrinsic value of Precious Metals And based on widely used predictive technical indicators. In general, we focus on analyzing Precious Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Precious Metals's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.37 | |||
| Information Ratio | 0.0217 | |||
| Maximum Drawdown | 6.47 | |||
| Value At Risk | (2.63) | |||
| Potential Upside | 2.81 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Precious Metals And. 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 board of governors. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Complementary Tools for Precious Mutual Fund analysis
When running Precious Metals' price analysis, check to measure Precious Metals' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Precious Metals is operating at the current time. Most of Precious Metals' value examination focuses on studying past and present price action to predict the probability of Precious Metals' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Precious Metals' price. Additionally, you may evaluate how the addition of Precious Metals to your portfolios can decrease your overall portfolio volatility.
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