Equity Growth Fund One Year Return
AMEIX Fund | USD 30.26 0.22 0.73% |
Equity Growth Fund fundamentals help investors to digest information that contributes to Equity Growth's financial success or failures. It also enables traders to predict the movement of Equity Mutual Fund. The fundamental analysis module provides a way to measure Equity Growth's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Equity Growth mutual fund.
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Equity One Year Return Analysis
Equity Growth's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Equity Growth One Year Return | 36.11 % |
Most of Equity Growth's fundamental indicators, such as One Year 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, Equity Growth Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Equity Growth One Year Return Component Assessment
Based on the recorded statements, Equity Growth Fund has an One Year Return of 36.1143%. This is 9860.62% lower than that of the Category family and notably lower than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.
Equity One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Equity Growth's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Equity Growth could also be used in its relative valuation, which is a method of valuing Equity Growth by comparing valuation metrics of similar companies.Equity Growth is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Equity Growth
The fund consists of 97.25% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Equity Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Equity Fundamentals
Price To Earning | 17.98 X | |||
Price To Book | 2.74 X | |||
Price To Sales | 1.53 X | |||
Total Asset | 306.41 M | |||
Annual Yield | 0.01 % | |||
Year To Date Return | 10.83 % | |||
One Year Return | 36.11 % | |||
Three Year Return | 7.58 % | |||
Five Year Return | 11.91 % | |||
Ten Year Return | 12.26 % | |||
Net Asset | 1.75 B | |||
Minimum Initial Investment | 5 M | |||
Last Dividend Paid | 0.09 | |||
Cash Position Weight | 2.75 % | |||
Equity Positions Weight | 97.25 % |
About Equity Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Equity Growth Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Equity Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Equity Growth Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The investment seeks long-term capital growth by investing in common stocks. American Century is traded on NASDAQ Exchange in the United States.
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 Equity Growth 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, Equity Growth's short interest history, or implied volatility extrapolated from Equity Growth options trading.
Pair Trading with Equity Growth
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 Equity Growth 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 Equity Growth will appreciate offsetting losses from the drop in the long position's value.Moving together with Equity Mutual Fund
0.8 | VTSAX | Vanguard Total Stock | PairCorr |
0.78 | VFIAX | Vanguard 500 Index | PairCorr |
0.8 | VTSMX | Vanguard Total Stock | PairCorr |
0.77 | VITSX | Vanguard Total Stock | PairCorr |
0.8 | VSMPX | Vanguard Total Stock | PairCorr |
The ability to find closely correlated positions to Equity Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Equity Growth 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 Equity Growth - 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 Equity Growth Fund to buy it.
The correlation of Equity Growth 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 Equity Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Equity Growth Fund 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 Equity Growth 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 Equity Growth Piotroski F Score and Equity Growth Altman Z Score analysis. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Complementary Tools for Equity Mutual Fund analysis
When running Equity Growth's price analysis, check to measure Equity Growth's 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 Equity Growth is operating at the current time. Most of Equity Growth's value examination focuses on studying past and present price action to predict the probability of Equity Growth's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Equity Growth's price. Additionally, you may evaluate how the addition of Equity Growth to your portfolios can decrease your overall portfolio volatility.
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