IICAX
Price:
$12.67
Market Cap:
$52.99M
The investment seeks capital appreciation; income is a secondary consideration. The fund invests in equity securities of U.S.-based companies whose growth, cash flow, earnings and dividend prospects are promising and whose securities are reasonably priced and have the potential for capital appreciation in the opinion of the Adviser. The Adviser looks for companies with strong balance sheets, attractive return on capital and sustainable earnings growth.
Industry
Asset Management
IPO Date
2004-06-17
Stock Exchange
NASDAQ
Ticker
IICAX
According to AMF Large Cap Equity Fund’s latest financial reports and current stock price. The company's current ROE is 35.33%. This represents a change of 1.02% compared to the average of 3.17% of the last 4 quarters.
The mean historical ROE of AMF Large Cap Equity Fund over the last ten years is 3.29%. The current 35.33% ROE has changed 972.70% with respect to the historical average. Over the past ten years (40 quarters), IICAX's ROE was at its highest in in the October 2022 quarter at 11.27%. The ROE was at its lowest in in the April 2022 quarter at -1.86%.
Average
3.29%
Median
-0.40%
Minimum
-26.08%
Maximum
37.30%
Discovering the peaks and valleys of AMF Large Cap Equity Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 1.37%
Maximum Annual ROE = 37.30%
Minimum Annual Increase = -535.51%
Minimum Annual ROE = -26.08%
| Year | ROE | Change |
|---|---|---|
| 2023 | 30.03% | -535.51% |
| 2022 | -6.90% | -118.48% |
| 2021 | 37.30% | 1.37% |
| 2020 | 2.53% | -109.71% |
| 2019 | -26.08% | 682.90% |
| 2018 | -3.33% | -133.36% |
| 2017 | 9.98% | -236.19% |
| 2016 | -7.33% | -51.07% |
| 2015 | -14.98% | -227.94% |
| 2014 | 11.71% | -50.89% |
The current ROE of AMF Large Cap Equity Fund (IICAX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
20.15%
5-year avg
7.38%
10-year avg
3.29%
AMF Large Cap Equity Fund’s ROE is greater than Appleseed Fund (-11.02%), less than Paradigm Value Fund (0%), greater than WesMark Tactical Opportunity Fund (0%), less than Live Oak Health Sciences Fund (0%), greater than T. Rowe Price Target Retirement 2005 Fund (0%), greater than Matrix Advisors Dividend Fund (0%), greater than Nuveen Large Cap Select Fund (0%), greater than ProFunds NASDAQ-100 Fund (0%), greater than T.Rowe Price Emerging Europe Fund (0%), greater than Value Line Core Bond Fund (0%),
| Company | ROE | Market cap |
|---|---|---|
| -11.02% | $54.13M | |
| 0% | $47.72M | |
| 0% | $50.29M | |
| 0% | $49.55M | |
| 0% | $49.02M | |
| 0% | $55.45M | |
| 0% | $48.39M | |
| 0% | $53.19M | |
| 0% | $54.18M | |
| 0% | $52.13M |
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What is the 3-year average ROE for AMF Large Cap Equity Fund (IICAX)?
What is the 5-year average ROE for AMF Large Cap Equity Fund (IICAX)?
How does the current ROE for AMF Large Cap Equity Fund (IICAX) compare to its historical average?