Appleseed Fund Financial Statements From 2010 to 2024
| APPIX Fund | USD 15.56 0.07 0.45% |
Check Appleseed Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Appleseed Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Appleseed financial statements analysis is a perfect complement when working with Appleseed Fund Valuation or Volatility modules.
Appleseed |
Appleseed Fund Appleseed Mutual Fund Year To Date Return Analysis
Appleseed Fund'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 Appleseed Fund Year To Date Return | 10.11 % |
Most of Appleseed Fund'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, Appleseed Fund Appleseed 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.
| Competition |
In accordance with the company's disclosures, Appleseed Fund Appleseed has a Year To Date Return of 10.1132%. This is much higher than that of the Appleseed Fund family and significantly higher than that of the World Allocation category. The year to date return for all United States funds is notably lower than that of the firm.
Appleseed Fund Appleseed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Appleseed Fund's current stock value. Our valuation model uses many indicators to compare Appleseed Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Appleseed Fund competition to find correlations between indicators driving Appleseed Fund's intrinsic value. More Info.Appleseed Fund Appleseed 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 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Appleseed Fund Appleseed is roughly 7.11 . 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 Appleseed Fund's earnings, one of the primary drivers of an investment's value.About Appleseed Fund Financial Statements
Appleseed Fund investors use historical fundamental indicators, such as Appleseed Fund'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 Appleseed Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a portfolio of equity securities of companies that are undervalued in the opinion of the funds adviser, Pekin Hardy Strauss, Inc. . When selecting common stocks for investment by the fund, the Advisor focuses on company valuation, looking for significant discrepancies between its own appraisal of the intrinsic value of a prospective investment and the market price of the investment. The fund is non-diversified.
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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 Appleseed Mutual Fund
Appleseed Fund financial ratios help investors to determine whether Appleseed 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 Appleseed with respect to the benefits of owning Appleseed Fund security.
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