Low Duration Fund Year To Date Return
| PTLDX Fund | USD 9.15 0.02 0.22% |
Low Duration Fund fundamentals help investors to digest information that contributes to Low Duration's financial success or failures. It also enables traders to predict the movement of Low Mutual Fund. The fundamental analysis module provides a way to measure Low Duration'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 Low Duration mutual fund.
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Low Duration Fund Mutual Fund Year To Date Return Analysis
Low Duration's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Low Duration Year To Date Return | 0.15 % |
Most of Low Duration's fundamental indicators, such as Year To Date 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, Low Duration Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Low Duration Fund has a Year To Date Return of 0.1513%. This is 84.07% lower than that of the PIMCO family and significantly higher than that of the Short-Term Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Low Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Low Duration's direct or indirect competition against its Year To Date 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 Low Duration could also be used in its relative valuation, which is a method of valuing Low Duration by comparing valuation metrics of similar companies.Low Duration is currently under evaluation in year to date return among similar funds.
Low Fundamentals
| Total Asset | 7.14 B | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 0.15 % | ||||
| One Year Return | 3.97 % | ||||
| Three Year Return | (0.24) % | ||||
| Five Year Return | 1.12 % | ||||
| Ten Year Return | 2.27 % | ||||
| Net Asset | 8.55 B | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | (228.41) % | ||||
| Bond Positions Weight | 42.47 % |
About Low Duration Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Low Duration Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Low Duration using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Low Duration 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.
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Low Duration 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 unemployment. Note that the Low Duration information on this page should be used as a complementary analysis to other Low Duration'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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.