Qs Servative Growth Fund Year To Date Return
SBBAX Fund | USD 14.05 0.11 0.79% |
Qs Servative Growth fundamentals help investors to digest information that contributes to Qs Conservative's financial success or failures. It also enables traders to predict the movement of SBBAX Mutual Fund. The fundamental analysis module provides a way to measure Qs Conservative'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 Qs Conservative mutual fund.
SBBAX |
Qs Servative Growth Mutual Fund Year To Date Return Analysis
Qs Conservative'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 Qs Conservative Year To Date Return | 2.71 % |
Most of Qs Conservative'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, Qs Servative Growth 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, Qs Servative Growth has a Year To Date Return of 2.7118%. This is much higher than that of the Franklin Templeton Investments family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
SBBAX Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Qs Conservative'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 Qs Conservative could also be used in its relative valuation, which is a method of valuing Qs Conservative by comparing valuation metrics of similar companies.Qs Servative is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Qs Conservative
The fund invests 54.2% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (8.52%) , cash (5.89%) and various exotic instruments.Asset allocation divides Qs Conservative'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.
SBBAX Fundamentals
Price To Earning | 16.35 X | |||
Price To Book | 1.96 X | |||
Price To Sales | 1.19 X | |||
Total Asset | 270.56 M | |||
Annual Yield | 0.02 % | |||
Year To Date Return | 2.71 % | |||
One Year Return | 11.88 % | |||
Three Year Return | 1.51 % | |||
Five Year Return | 5.18 % | |||
Ten Year Return | 6.71 % | |||
Net Asset | 274.45 M | |||
Last Dividend Paid | 0.05 | |||
Cash Position Weight | 5.89 % | |||
Equity Positions Weight | 54.20 % | |||
Bond Positions Weight | 8.52 % |
About Qs Conservative Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Qs Servative Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Qs Conservative using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Qs Servative Growth 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.
Currently Active Assets on Macroaxis
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Qs Servative Growth. 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 nation. Note that the Qs Servative Growth information on this page should be used as a complementary analysis to other Qs Conservative'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 Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.