Homestead Five Year Return

HISIX
 Fund
  

USD 9.25  0.15  1.60%   

Homestead Fds fundamentals help investors to digest information that contributes to Homestead Fds' financial success or failures. It also enables traders to predict the movement of Homestead Mutual Fund. The fundamental analysis module provides a way to measure Homestead Fds' 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 Homestead Fds mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Homestead Five Year Return Analysis

Homestead Fds' 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.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Homestead Fds Five Year Return

    
  4.08 %  
Most of Homestead Fds' 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, Homestead Fds 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.
Compare to competition

Homestead Fds Five Year Return Component Assessment

According to the company disclosure, Homestead Fds has a Five Year Return of 4.08%. This is much higher than that of the Homestead family and significantly higher than that of the Foreign Large Growth category. The five year return for all United States funds is notably lower than that of the firm.

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Fund Asset Allocation for Homestead Fds

The fund consists of 96.48% investments in stocks, with the rest of investments allocated between different money market instruments.
   Value   
       Instrument Type  

Homestead Fundamentals

About Homestead Fds Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Homestead Fds's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Homestead Fds using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Homestead Fds 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.
The fund invests at least 80 percent of its net assets in common stocks, preferred stocks, rights and warrants issued by companies that are based outside the United States, securities convertible into such securities , and investment companies that invest in the types of securities in which the fund would normally invest. Homestead Fds is traded on NASDAQ Exchange in the United States.

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Our tools can tell you how much better you can do entering a position in Homestead Fds without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Homestead Fds using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check Homestead Fds Piotroski F Score and Homestead Fds Altman Z Score analysis. You can also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

Complementary Tools for analysis

When running Homestead Fds price analysis, check to measure Homestead Fds' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Homestead Fds is operating at the current time. Most of Homestead Fds' value examination focuses on studying past and present price action to predict the probability of Homestead Fds' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Homestead Fds' price. Additionally, you may evaluate how the addition of Homestead Fds to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Homestead Fds' value and its price as these two are different measures arrived at by different means. Investors typically determine Homestead Fds value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Homestead Fds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.