Long Term Government Fund Year To Date Return
| PFGCX Fund | USD 14.10 0.19 1.37% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Long-term's long-term financial health and intrinsic value.
Long-term |
Long Term Government Fund Mutual Fund Year To Date Return Analysis
Long-term'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 Long-term Year To Date Return | 1.57 % |
Most of Long-term'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, Long Term Government 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 |
Based on the company's disclosures, Long Term Government Fund has a Year To Date Return of 1.5704%. This is 65.31% higher than that of the PIMCO family and significantly higher than that of the Long Government category. The year to date return for all United States funds is notably lower than that of the firm.
Long-term Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Long-term'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 Long-term could also be used in its relative valuation, which is a method of valuing Long-term by comparing valuation metrics of similar companies.Long Term is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Long-term
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in cash and cash equivalents.Asset allocation divides Long-term'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.
Long-term Fundamentals
| Total Asset | 16.33 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 1.57 % | ||||
| One Year Return | (1.30) % | ||||
| Three Year Return | (5.45) % | ||||
| Five Year Return | (9.72) % | ||||
| Ten Year Return | 6.93 % | ||||
| Net Asset | 1.15 B | ||||
| Cash Position Weight | 7.64 % |
About Long-term Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Long Term Government Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Long-term using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Long Term Government Fund 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.
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 Long-term Mutual Fund
Long-term financial ratios help investors to determine whether Long-term 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 Long-term with respect to the benefits of owning Long-term security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |