Sustainable Equity Financial Statements From 2010 to 2024
| AFEGX Fund | USD 58.54 0.32 0.55% |
Check Sustainable Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Sustainable Equity's main balance sheet or income statement drivers, such as , as well as many indicators such as . Sustainable financial statements analysis is a perfect complement when working with Sustainable Equity Valuation or Volatility modules.
Sustainable |
Sustainable Equity Fund Mutual Fund Five Year Return Analysis
Sustainable Equity'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.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Sustainable Equity Five Year Return | 15.12 % |
Most of Sustainable Equity'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, Sustainable Equity 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.
| Competition |
Sustainable Equity Five Year Return Component Assessment
According to the company disclosure, Sustainable Equity Fund has a Five Year Return of 15.119%. This is much higher than that of the Category family and 236.73% higher than that of the Large Blend category. The five year return for all United States funds is notably lower than that of the firm.
Sustainable Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sustainable Equity's current stock value. Our valuation model uses many indicators to compare Sustainable Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sustainable Equity competition to find correlations between indicators driving Sustainable Equity's intrinsic value. More Info.Sustainable Equity Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,590 of Year To Date Return per Annual Yield. 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 Sustainable Equity's earnings, one of the primary drivers of an investment's value.About Sustainable Equity Financial Statements
Sustainable Equity investors use historical fundamental indicators, such as Sustainable Equity'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 Sustainable Equity. Please read more on our technical analysis and fundamental analysis pages.
The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stocks value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a companys earnings and cash flow and changes in its earnings estimates.
Also Currently Popular
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 Sustainable Mutual Fund
Sustainable Equity financial ratios help investors to determine whether Sustainable 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 Sustainable with respect to the benefits of owning Sustainable Equity security.
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