Applied Finance Financial Statements From 2010 to 2024
| AFVZX Fund | USD 23.58 0.13 0.55% |
Check Applied Finance financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Applied Finance's main balance sheet or income statement drivers, such as , as well as many indicators such as . Applied financial statements analysis is a perfect complement when working with Applied Finance Valuation or Volatility modules.
Applied |
Applied Finance Select Mutual Fund Five Year Return Analysis
Applied Finance'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 Applied Finance Five Year Return | 12.85 % |
Most of Applied Finance'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, Applied Finance Select 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 |
According to the company disclosure, Applied Finance Select has a Five Year Return of 12.8527%. This is much higher than that of the Applied Finance family and significantly higher than that of the Large Value category. The five year return for all United States funds is notably lower than that of the firm.
Applied Finance Select Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Applied Finance's current stock value. Our valuation model uses many indicators to compare Applied Finance value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Applied Finance competition to find correlations between indicators driving Applied Finance's intrinsic value. More Info.Applied Finance Select is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 1,175 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 Applied Finance's earnings, one of the primary drivers of an investment's value.About Applied Finance Financial Statements
Applied Finance investors use historical fundamental indicators, such as Applied Finance'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 Applied Finance. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of U.S. companies whose market capitalizations are 3 billion or more, measured at the time of purchase. Equity securities in which the fund may invest include common and preferred stocks, rights and warrants, and securities convertible into equity securities. It may also invest in the securities of other investment companies including ETFs.
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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 Applied Mutual Fund
Applied Finance financial ratios help investors to determine whether Applied 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 Applied with respect to the benefits of owning Applied Finance security.
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