Global Diversified Income Fund Ten Year Return
PGDIX Fund | USD 11.85 0.01 0.08% |
Global Diversified Income fundamentals help investors to digest information that contributes to Global Diversified's financial success or failures. It also enables traders to predict the movement of Global Mutual Fund. The fundamental analysis module provides a way to measure Global Diversified'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 Global Diversified mutual fund.
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Global Ten Year Return Analysis
Global Diversified's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Global Diversified Ten Year Return | 5.57 % |
Most of Global Diversified's fundamental indicators, such as Ten 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, Global Diversified Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Global Diversified Ten Year Return Component Assessment
Based on the latest financial disclosure, Global Diversified Income has a Ten Year Return of 5.57%. This is 43.57% lower than that of the Principal Funds family and significantly higher than that of the Multisector Bond category. The ten year return for all United States funds is notably lower than that of the firm.
Global Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Global Diversified's direct or indirect competition against its Ten 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 Global Diversified could also be used in its relative valuation, which is a method of valuing Global Diversified by comparing valuation metrics of similar companies.Global Diversified is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Global Diversified
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash and bonds.Asset allocation divides Global Diversified'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.
Global Fundamentals
Price To Earning | 17.48 X | ||||
Price To Book | 1.62 X | ||||
Price To Sales | 1.46 X | ||||
Total Asset | 1.49 B | ||||
Annual Yield | 0.07 % | ||||
Year To Date Return | 1.24 % | ||||
One Year Return | 8.43 % | ||||
Three Year Return | 1.36 % | ||||
Five Year Return | 2.93 % | ||||
Ten Year Return | 5.57 % | ||||
Net Asset | 2.9 B | ||||
Last Dividend Paid | 0.05 | ||||
Cash Position Weight | 4.06 % | ||||
Equity Positions Weight | 2.04 % | ||||
Bond Positions Weight | 20.46 % |
About Global Diversified Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Global Diversified Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Global Diversified using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Global Diversified Income 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 fund generally invests a majority of its assets in fixed income securities, such as investment-grade corporate bonds, high yield bonds , preferred securities, securitized products, and emerging market debt securities, in an effort to provide incremental yields over a portfolio of government securities. Such securities include instruments with variable or floating interest rates. The fixed income portion of the fund is not managed to a particular maturity or duration. The fund invests in foreign, including emerging market, securities.
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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Global Diversified Income using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
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Check out Global Diversified Piotroski F Score and Global Diversified Altman Z Score analysis. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Complementary Tools for Global Mutual Fund analysis
When running Global Diversified's price analysis, check to measure Global Diversified'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 Global Diversified is operating at the current time. Most of Global Diversified's value examination focuses on studying past and present price action to predict the probability of Global Diversified's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Global Diversified's price. Additionally, you may evaluate how the addition of Global Diversified to your portfolios can decrease your overall portfolio volatility.
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