Ariel Focus Financial Statements From 2010 to 2024
| ARFFX Fund | USD 18.05 0.10 0.56% |
Check Ariel Focus financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ariel Focus' 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 Focus Valuation or Volatility modules.
ARIEL |
Ariel Focus Fund Mutual Fund Year To Date Return Analysis
Ariel Focus' 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 Focus Year To Date Return | 22.78 % |
Most of Ariel Focus' 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 Focus 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 Focus Fund has a Year To Date Return of 22.777%. This is much higher than that of the Ariel Investments family and significantly higher than that of the Mid-Cap Value category. The year to date return for all United States funds is notably lower than that of the firm.
Ariel Focus Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ariel Focus's current stock value. Our valuation model uses many indicators to compare Ariel Focus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ariel Focus competition to find correlations between indicators driving Ariel Focus's intrinsic value. More Info.Ariel Focus 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 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ariel Focus Fund is roughly 8.85 . 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 Focus' earnings, one of the primary drivers of an investment's value.About Ariel Focus Financial Statements
Ariel Focus investors use historical fundamental indicators, such as Ariel Focus' 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 Focus. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of companies of any size in order to provide investors access to superior opportunities in companies of all market capitalizations. The funds strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets Active Patience, Independent Thinking, Focused Expertise, and Bold Teamwork. It 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 ARIEL Mutual Fund
Ariel Focus 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 Focus security.
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