Ab Tax-managed Financial Statements From 2010 to 2025
| ATWCX Fund | USD 26.32 0.05 0.19% |
Check Ab Tax-managed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ab Tax-managed's main balance sheet or income statement drivers, such as , as well as many indicators such as . ATWCX financial statements analysis is a perfect complement when working with Ab Tax-managed Valuation or Volatility modules.
ATWCX |
Ab Tax Managed Wealth Mutual Fund One Year Return Analysis
Ab Tax-managed's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ab Tax-managed One Year Return | 12.77 % |
Most of Ab Tax-managed's fundamental indicators, such as One 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, Ab Tax Managed Wealth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Ab Tax Managed Wealth has an One Year Return of 12.767%. This is 521.35% lower than that of the AllianceBernstein family and significantly higher than that of the World Large-Stock Blend category. The one year return for all United States funds is notably lower than that of the firm.
Ab Tax Managed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ab Tax-managed's current stock value. Our valuation model uses many indicators to compare Ab Tax-managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ab Tax-managed competition to find correlations between indicators driving Ab Tax-managed's intrinsic value. More Info.Ab Tax Managed Wealth is fourth largest fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ab Tax Managed Wealth is roughly 8.51 . 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 Ab Tax-managed's earnings, one of the primary drivers of an investment's value.About Ab Tax-managed Financial Statements
Ab Tax-managed investors use historical fundamental indicators, such as Ab Tax-managed's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Ab Tax-managed. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities, either directly or through underlying investment companies advised by the Adviser . A majority of the funds assets are expected to be invested directly in U.S. large-cap equity securities, primarily common stocks, in accordance with the Advisers U.S. Strategic Equities investment strategy .
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in ATWCX Mutual Fund
Ab Tax-managed financial ratios help investors to determine whether ATWCX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in ATWCX with respect to the benefits of owning Ab Tax-managed security.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Transaction History View history of all your transactions and understand their impact on performance |