Ancora/thelen Small-mid Financial Statements From 2010 to 2024
| AATIX Fund | USD 22.01 0.08 0.36% |
Check Ancora/thelen Small-mid financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ancora/thelen Small-mid's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ancora/thelen financial statements analysis is a perfect complement when working with Ancora/thelen Small-mid Valuation or Volatility modules.
Ancora/thelen |
Ancorathelen Small Mid Cap Mutual Fund Year To Date Return Analysis
Ancora/thelen Small-mid'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 Ancora/thelen Small-mid Year To Date Return | 28.71 % |
Most of Ancora/thelen Small-mid'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, Ancorathelen Small Mid Cap 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.
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In accordance with the company's disclosures, Ancorathelen Small Mid Cap has a Year To Date Return of 28.7135%. This is much higher than that of the Ancora family and significantly higher than that of the Small Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Ancora/thelen Small-mid Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ancora/thelen Small-mid's current stock value. Our valuation model uses many indicators to compare Ancora/thelen Small-mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ancora/thelen Small-mid competition to find correlations between indicators driving Ancora/thelen Small-mid's intrinsic value. More Info.Ancorathelen Small Mid Cap is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ancorathelen Small Mid Cap is roughly 11.07 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ancora/thelen Small-mid's earnings, one of the primary drivers of an investment's value.About Ancora/thelen Small-mid Financial Statements
Ancora/thelen Small-mid investors use historical fundamental indicators, such as Ancora/thelen Small-mid's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Ancora/thelen Small-mid. Please read more on our technical analysis and fundamental analysis pages.
The fund normally will invest at least 80 percent of its net assets in the equity securities of small to mid cap companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is 10 billion or less at the time of investment.
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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 Ancora/thelen Mutual Fund
Ancora/thelen Small-mid financial ratios help investors to determine whether Ancora/thelen 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 Ancora/thelen with respect to the benefits of owning Ancora/thelen Small-mid security.
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