T Rowe Price Fund Five Year Return
| TRAIX Fund | USD 34.80 0.27 0.77% |
T Rowe Price fundamentals help investors to digest information that contributes to T Rowe's financial success or failures. It also enables traders to predict the movement of TRAIX Mutual Fund. The fundamental analysis module provides a way to measure T Rowe'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 T Rowe mutual fund.
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T Rowe Price Mutual Fund Five Year Return Analysis
T Rowe's Five Year Return is considered 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 equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current T Rowe Five Year Return | 10.92 % |
Most of T Rowe's fundamental indicators, such as Five 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, T Rowe Price is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, T Rowe Price has a Five Year Return of 10.9222%. This is 231.98% higher than that of the T. Rowe Price family and significantly higher than that of the Allocation--50% to 70% Equity category. The five year return for all United States funds is notably lower than that of the firm.
TRAIX Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses T Rowe's direct or indirect competition against its Five 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 T Rowe could also be used in its relative valuation, which is a method of valuing T Rowe by comparing valuation metrics of similar companies.T Rowe is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for T Rowe
The fund invests 62.91% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (1.91%) , cash (3.81%) and various exotic instruments.Asset allocation divides T Rowe'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.
TRAIX Fundamentals
| Price To Earning | 6.57 X | ||||
| Price To Book | 3.32 X | ||||
| Price To Sales | 2.00 X | ||||
| Total Asset | 47.78 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 3.45 % | ||||
| One Year Return | 15.40 % | ||||
| Three Year Return | 6.30 % | ||||
| Five Year Return | 10.92 % | ||||
| Ten Year Return | 11.71 % | ||||
| Net Asset | 31.37 B | ||||
| Last Dividend Paid | 0.32 | ||||
| Cash Position Weight | 3.81 % | ||||
| Equity Positions Weight | 62.91 % | ||||
| Bond Positions Weight | 1.91 % |
About T Rowe Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze T Rowe Price's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of T Rowe using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of T Rowe Price 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 World Market Map to better understand how to build diversified portfolios, which includes a position in T Rowe Price. 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 Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.