Growth Five Year Return

CGFEX
 Fund
  

USD 51.46  0.01  0.0194%   

The Growth Fund fundamentals help investors to digest information that contributes to Growth Fund's financial success or failures. It also enables traders to predict the movement of Growth Mutual Fund. The fundamental analysis module provides a way to measure Growth Fund'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 Growth Fund 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.
  

Growth Five Year Return Analysis

Growth Fund's 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 Growth Fund Five Year Return

    
  11.34 %  
Most of Growth Fund's 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, The Growth Fund 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

Growth Fund Five Year Return Component Assessment

According to the company disclosure, The Growth Fund has a Five Year Return of 11.34%. This is much higher than that of the American Funds family and 69.89% higher than that of the 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 Growth Fund

The fund consists of 92.6% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
   Value   
       Instrument Type  

Growth Fundamentals

About Growth Fund Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze The Growth Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Growth Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Growth 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.
The fund invests primarily in common stocks and seeks to invest in companies that appear to offer superior opportunities for growth of capital. Growth Fund is traded on NASDAQ Exchange in the United States.
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 Growth Fund 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, Growth Fund's short interest history, or implied volatility extrapolated from Growth Fund options trading.

Pair Trading with Growth Fund

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 Growth Fund 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 Growth Fund will appreciate offsetting losses from the drop in the long position's value.

Moving together with Growth Fund

+0.9VFINXVanguard Index Trust Low VolatilityPairCorr
+0.84VFFSXVanguard 500 Index Low VolatilityPairCorr
+0.9VFIAXVanguard 500 Index Low VolatilityPairCorr
+0.65FILFXStrategic Advisers Steady GrowthPairCorr
The ability to find closely correlated positions to Growth Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Growth Fund 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 Growth Fund - 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 The Growth Fund to buy it.
The correlation of Growth Fund is a statistical measure of how it moves in relation to other equities. 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 Growth Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Growth Fund 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 Growth Fund 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.
Pair CorrelationCorrelation Matching
Continue to Growth Fund Piotroski F Score and Growth Fund Altman Z Score analysis. Note that the Growth Fund information on this page should be used as a complementary analysis to other Growth Fund'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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Growth Mutual Fund analysis

When running Growth Fund price analysis, check to measure Growth Fund's 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 Growth Fund is operating at the current time. Most of Growth Fund's value examination focuses on studying past and present price action to predict the probability of Growth Fund's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Growth Fund's price. Additionally, you may evaluate how the addition of Growth Fund to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Growth Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine Growth Fund value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Growth Fund's 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.