Aama Income Financials
| AMFIX Fund | USD 23.55 0.01 0.04% |
Aama |
Please note that past performance is not an indicator of the future performance of Aama Income, 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.
Aama Income Fund Summary
Aama Income competes with Metropolitan West, Total Return, Strategic Advisers, Dodge Income, and Metropolitan West. The fund will principally invest in income-producing securities which include U.S. Treasury obligations and other U.S. government and agency securities including mortgage-backed securities, corporate bonds, high yield bonds , municipal bonds, preferred stocks, inflation indexed bonds, money market instruments including commercial paper, bankers acceptances and marketable CDs, floating and variable rate securities, zero coupon bonds, and ETFs or mutual funds that invest in the types of securities in which the fund would normally invest.Specialization | Intermediate Core-Plus Bond, Intermediate Core-Plus Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | AMF |
| Mutual Fund Family | AAMA |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | NYSE Composite |
| Phone | 800 701 9502 |
| Currency | USD - US Dollar |
You should never invest in Aama Income 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 Aama Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Aama Income'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.
Aama Income Key Financial Ratios
Generally speaking, Aama Income's financial ratios allow both analysts and investors to convert raw data from Aama Income's financial statements into concise, actionable information that can be used to evaluate the performance of Aama Income 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 Aama Me Fund reports annually and quarterly.Aama Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aama Income's current stock value. Our valuation model uses many indicators to compare Aama Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aama Income competition to find correlations between indicators driving Aama Income's intrinsic value. More Info.Aama Income Fund is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 38.40 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Aama Income by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Aama Income'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 Aama Income's earnings, one of the primary drivers of an investment's value.Aama Me Fund Systematic Risk
Aama Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aama Income 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Aama Me Fund correlated with the market. If Beta is less than 0 Aama Income generally moves in the opposite direction as compared to the market. If Aama Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Aama Me Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Aama Income is generally in the same direction as the market. If Beta > 1 Aama Income moves generally in the same direction as, but more than the movement of the benchmark.
Aama Income April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Aama Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aama Income Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aama Income Fund based on widely used predictive technical indicators. In general, we focus on analyzing Aama Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Aama Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1417 | |||
| Information Ratio | (0.81) | |||
| Maximum Drawdown | 0.5514 | |||
| Value At Risk | (0.21) | |||
| Potential Upside | 0.1699 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Aama Income 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 gross domestic product. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.