Ariel Global Financial Statements From 2010 to 2024
| AGLYX Fund | USD 16.10 0.09 0.56% |
Check Ariel Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ariel Global's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ariel financial statements analysis is a perfect complement when working with Ariel Global Valuation or Volatility modules.
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Ariel Global Fund Mutual Fund Year To Date Return Analysis
Ariel Global'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 Ariel Global Year To Date Return | 7.18 % |
Most of Ariel Global'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, Ariel Global Fund 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, Ariel Global Fund has a Year To Date Return of 7.1764%. This is much higher than that of the Ariel Investments family and significantly higher than that of the World Large-Stock Value category. The year to date return for all United States funds is notably lower than that of the firm.
Ariel Global Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ariel Global's current stock value. Our valuation model uses many indicators to compare Ariel Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ariel Global competition to find correlations between indicators driving Ariel Global's intrinsic value. More Info.Ariel Global Fund 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 0.18 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ariel Global Fund is roughly 5.63 . 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 Ariel Global's earnings, one of the primary drivers of an investment's value.About Ariel Global Financial Statements
Ariel Global investors use historical fundamental indicators, such as Ariel Global'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 Ariel Global. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of both U.S. and foreign companies, including companies based in developed or emerging markets. It is permitted to invest in companies of any size, but typically will not invest in companies with market capitalizations below 3 billion. Under normal market conditions, the fund will invest at least 40 percent of its assets in countries other than the U.S.
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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 Ariel Mutual Fund
Ariel Global financial ratios help investors to determine whether Ariel 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 Ariel with respect to the benefits of owning Ariel Global security.
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