Income Growth Financial Statements From 2010 to 2024
| AMGIX Fund | USD 34.82 0.05 0.14% |
Check Income Growth financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Income main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Income financial statements analysis is a perfect complement when working with Income Growth Valuation or Volatility modules.
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Income Growth Fund Mutual Fund Year To Date Return Analysis
Income Growth'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 Income Growth Year To Date Return | 4.95 % |
Most of Income Growth'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, Income Growth 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 |
In accordance with the company's disclosures, Income Growth Fund has a Year To Date Return of 4.9522%. This is much higher than that of the American Century Investments family and significantly higher than that of the Large Value category. The year to date return for all United States funds is notably lower than that of the firm.
Income Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Income Growth's current stock value. Our valuation model uses many indicators to compare Income Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Income Growth competition to find correlations between indicators driving Income Growth's intrinsic value. More Info.Income Growth Fund is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Income Growth Fund is roughly 6.43 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Income Growth by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Income Growth'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 Income Growth's earnings, one of the primary drivers of an investment's value.About Income Growth Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Income Growth income statement, its balance sheet, and the statement of cash flows. Income Growth investors use historical funamental indicators, such as Income Growth's revenue or net income, to determine how well the company is positioned to perform in the future. Although Income Growth investors may use each financial statement separately, they are all related. The changes in Income Growth's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Income Growth'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 Income Growth Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Income Growth. Please read more on our technical analysis and fundamental analysis pages.
In selecting stocks for the fund, the managers use quantitative and qualitative management techniques in a multi-step process. The managers evaluate stocks, primarily large capitalization, publicly traded U.S. companies based on an objective set of measures, including valuation, quality, growth, and sentiment. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Income Growth in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Income Growth's short interest history, or implied volatility extrapolated from Income Growth options trading.
Pair Trading with Income Growth
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 Income Growth 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 Income Growth will appreciate offsetting losses from the drop in the long position's value.Moving together with Income Mutual Fund
| 0.93 | AMDVX | Mid Cap Value | PairCorr |
| 0.86 | TWCIX | Select Fund Investor | PairCorr |
| 0.86 | TWCGX | Growth Fund Investor | PairCorr |
The ability to find closely correlated positions to Income Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Income Growth 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 Income Growth - 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 Income Growth Fund to buy it.
The correlation of Income Growth 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 Income Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Income Growth 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 Income Growth 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 Income Growth Correlation against competitors. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.