World Energy Financial Statements From 2010 to 2024
| APWEX Fund | USD 15.67 0.11 0.71% |
Check World Energy financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among World Energy's main balance sheet or income statement drivers, such as , as well as many indicators such as . World financial statements analysis is a perfect complement when working with World Energy Valuation or Volatility modules.
World |
World Energy Fund Mutual Fund Year To Date Return Analysis
World Energy'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 World Energy Year To Date Return | 15.24 % |
Most of World Energy'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, World Energy 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, World Energy Fund has a Year To Date Return of 15.2428%. This is much higher than that of the Cavanal Hill funds family and significantly higher than that of the Equity Energy category. The year to date return for all United States funds is notably lower than that of the firm.
World Energy Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining World Energy's current stock value. Our valuation model uses many indicators to compare World Energy value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across World Energy competition to find correlations between indicators driving World Energy's intrinsic value. More Info.World Energy Fund is rated below average in price to earning among similar funds. It is fifth largest fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for World Energy Fund is roughly 14.59 . 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 World Energy's earnings, one of the primary drivers of an investment's value.About World Energy Financial Statements
World Energy investors use historical fundamental indicators, such as World Energy'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 World Energy. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in a wide range of energy-related financial instruments issued in the U.S. and markets around the world. Investments typically include a combination of common stock, bonds, exchange traded funds and exchange traded notes but may also include other asset types that are related to energy industry activities. It will invest at least 40, but may invest up to 100, of its net assets in the securities of issuers organized or having their principal place of business outside the U.S. or doing a substantial amount of business outside 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 World Mutual Fund
World Energy financial ratios help investors to determine whether World 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 World with respect to the benefits of owning World Energy security.
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