Global Small Financial Statements From 2010 to 2024
AGCTX Fund | USD 20.58 0.11 0.54% |
Check Global Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Global Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Global financial statements analysis is a perfect complement when working with Global Small Valuation or Volatility modules.
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Global Small Cap Mutual Fund Five Year Return Analysis
Global Small'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 Global Small Five Year Return | 11.42 % |
Most of Global Small'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, Global Small Cap 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.
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According to the company disclosure, Global Small Cap has a Five Year Return of 11.4191%. This is much higher than that of the American Century Investments family and significantly higher than that of the World Small/Mid Stock category. The five year return for all United States funds is notably lower than that of the firm.
Global Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Small's current stock value. Our valuation model uses many indicators to compare Global Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Small competition to find correlations between indicators driving Global Small's intrinsic value. More Info.Global Small Cap 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 2,375 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 Global Small's earnings, one of the primary drivers of an investment's value.About Global Small Financial Statements
Global Small investors use historical fundamental indicators, such as Global Small'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 Global Small. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its net assets in securities issued by small cap companies. The portfolio managers consider small cap companies to include companies with market capitalizations not greater than that of the largest company on the MSCI ACWI Small Cap Index at the time of investment. The fund invests in countries world-wide, including the United States, foreign developed countries and emerging markets.
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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 Global Mutual Fund
Global Small financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Small security.
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