Sp 500 Pure Fund One Year Return

RYZAX Fund  USD 102.51  2.01  2.00%   
Sp 500 Pure fundamentals help investors to digest information that contributes to Sp 500's financial success or failures. It also enables traders to predict the movement of RYZAX Mutual Fund. The fundamental analysis module provides a way to measure Sp 500'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 Sp 500 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.

RYZAX One Year Return Analysis

Sp 500'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.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Sp 500 One Year Return

    
  20.07 %  
Most of Sp 500'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, Sp 500 Pure 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

Sp 500 One Year Return Component Assessment

Based on the recorded statements, Sp 500 Pure has an One Year Return of 20.0741%. This is much higher than that of the Rydex Funds family and significantly higher than that of the Large Value category. The one year return for all United States funds is notably lower than that of the firm.

RYZAX One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sp 500's direct or indirect competition against its One Year 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 Sp 500 could also be used in its relative valuation, which is a method of valuing Sp 500 by comparing valuation metrics of similar companies.
Sp 500 is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Sp 500

The fund invests 99.44% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.48%) and various exotic instruments (0.08%).
Asset allocation divides Sp 500'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.

RYZAX Fundamentals

About Sp 500 Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Sp 500 Pure's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sp 500 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sp 500 Pure 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 employs as its investment strategy a program of investing in the common stock of companies that are within the capitalization range of the underlying index and derivative instruments. It will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The fund is non-diversified.
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 Sp 500 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, Sp 500's short interest history, or implied volatility extrapolated from Sp 500 options trading.

Currently Active Assets on Macroaxis

Check out Sp 500 Piotroski F Score and Sp 500 Altman Z Score analysis.
Note that the Sp 500 Pure information on this page should be used as a complementary analysis to other Sp 500'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 FinTech Suite module to use AI to screen and filter profitable investment opportunities.

Complementary Tools for RYZAX Mutual Fund analysis

When running Sp 500's price analysis, check to measure Sp 500'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 Sp 500 is operating at the current time. Most of Sp 500's value examination focuses on studying past and present price action to predict the probability of Sp 500's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sp 500's price. Additionally, you may evaluate how the addition of Sp 500 to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Sp 500's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sp 500 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sp 500'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.