Aama Equity Financial Statements From 2010 to 2024
| AMFEX Fund | USD 17.58 0.07 0.40% |
Check Aama Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Aama main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Aama financial statements analysis is a perfect complement when working with Aama Equity Valuation or Volatility modules.
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Aama Equity Fund Mutual Fund Five Year Return Analysis
Aama Equity'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 Aama Equity Five Year Return | 10.01 % |
Most of Aama Equity'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, Aama Equity Fund 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, Aama Equity Fund has a Five Year Return of 10.0055%. This is much higher than that of the AAMA family and significantly higher than that of the Large Blend category. The five year return for all United States funds is notably lower than that of the firm.
Aama Equity Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aama Equity's current stock value. Our valuation model uses many indicators to compare Aama Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aama Equity competition to find correlations between indicators driving Aama Equity's intrinsic value. More Info.Aama Equity Fund is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 685.87 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Aama Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Aama Equity's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Aama Equity's earnings, one of the primary drivers of an investment's value.About Aama Equity Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Aama Equity income statement, its balance sheet, and the statement of cash flows. Aama Equity investors use historical funamental indicators, such as Aama Equity's revenue or net income, to determine how well the company is positioned to perform in the future. Although Aama Equity investors may use each financial statement separately, they are all related. The changes in Aama Equity's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Aama Equity's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Aama Equity Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Aama Equity. Please read more on our technical analysis and fundamental analysis pages.
The fund, under normal market circumstances, will invest at least 80 percent of its net assets in equity securities of any size capitalization. It invests primarily in common stocks and ETFs, but may also invest in other types of equity securities including, preferred stock, investments in foreign equity securities through U.S. stock exchange listed ADRs, REITs, or mutual funds that invest in the types of securities in which the fund would normally invest, and securities convertible into such securities.
Pair Trading with Aama Equity
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 Aama Equity 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 Aama Equity will appreciate offsetting losses from the drop in the long position's value.Moving together with Aama Mutual Fund
| 0.99 | VTSAX | Vanguard Total Stock | PairCorr |
| 1.0 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.99 | VTSMX | Vanguard Total Stock | PairCorr |
| 0.99 | VITSX | Vanguard Total Stock | PairCorr |
The ability to find closely correlated positions to Aama Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aama Equity 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 Aama Equity - 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 Aama Equity Fund to buy it.
The correlation of Aama Equity 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 Aama Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aama Equity 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 Aama Equity 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 the analysis of Aama Equity Correlation against competitors. Note that the Aama Equity Fund information on this page should be used as a complementary analysis to other Aama Equity'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 Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.