Anfield Universal Financial Statements From 2010 to 2025
| AFLKX Fund | USD 8.70 0.03 0.34% |
Check Anfield Universal financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Anfield Universal's main balance sheet or income statement drivers, such as , as well as many indicators such as . Anfield financial statements analysis is a perfect complement when working with Anfield Universal Valuation or Volatility modules.
Anfield |
Anfield Universal Fixed Mutual Fund Year To Date Return Analysis
Anfield Universal'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 Anfield Universal Year To Date Return | 0.35 % |
Most of Anfield Universal'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, Anfield Universal Fixed 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, Anfield Universal Fixed has a Year To Date Return of 0.3452%. This is much higher than that of the Anfield family and significantly higher than that of the Nontraditional Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Anfield Universal Fixed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Anfield Universal's current stock value. Our valuation model uses many indicators to compare Anfield Universal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Anfield Universal competition to find correlations between indicators driving Anfield Universal's intrinsic value. More Info.Anfield Universal Fixed 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 0.45 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Anfield Universal Fixed is roughly 2.24 . 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 Anfield Universal's earnings, one of the primary drivers of an investment's value.About Anfield Universal Financial Statements
Anfield Universal investors use historical fundamental indicators, such as Anfield Universal'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 Anfield Universal. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. The principal investments of the fund include corporate bonds, U.S. government and agency securities, master-limited partnerships , preferred securities, private debt, foreign sovereign bonds, convertible securities, bank loans, mortgage-backed securities, and cash equivalent instruments.
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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 Anfield Mutual Fund
Anfield Universal financial ratios help investors to determine whether Anfield 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 Anfield with respect to the benefits of owning Anfield Universal security.
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