TITULOS Fundamentals

TX
S2839 -- Spain Fund  

EUR 1.95  0.00171  0.09%

TITULOS XALKARRA fundamental analysis lookup allows you to check this and other indicators for TITULOS XALKARRA SICAV or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please continue to Equity Screeners to view more equity screening tools

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TITULOS Five Year Return Analysis

Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term perspective. It shows the total annualized return generated from holding a fund for the last five years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current TITULOS XALKARRA SICAV Five Year Return

(0.37) %

About Five Year Return

Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations. Compare to competition
According to company disclosure TITULOS XALKARRA SICAV has Five Year Return of -0.37%. This is much lower than that of the Urquijo Gesti?n SGIIC family, and significantly lower than that of Other Allocation category, The Five Year Return for all funds is notably higher than the company.

TITULOS XALKARRA SICAV Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining TITULOS XALKARRA's current stock value. Our valuation model uses many indicators to compare TITULOS XALKARRA value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across TITULOS XALKARRA competition to find correlations between indicators driving TITULOS XALKARRA's intrinsic value. More Info.
TITULOS XALKARRA SICAV is rated top fund in price to sales among similar funds. It is rated top fund in one year return among similar funds .

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Fund Asset Allocation for TITULOS XALKARRA

The fund invests 29.75% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (30.41%) , cash (11.79%) and various exotic instruments.
 Value 
      Instrument Type 

TITULOS Fundamentals

About TITULOS XALKARRA Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze TITULOS XALKARRA SICAV's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of TITULOS XALKARRA using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of TITULOS XALKARRA SICAV based on its fundamental data. In general, a quantitative approach, as applied to this 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.

 
Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page