Aqr Small Financial Statements From 2010 to 2024
| ASMNX Fund | USD 25.10 0.13 0.52% |
Check Aqr Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Aqr Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Aqr financial statements analysis is a perfect complement when working with Aqr Small Valuation or Volatility modules.
Aqr |
Aqr Small Cap Mutual Fund Year To Date Return Analysis
Aqr Small'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 Aqr Small Year To Date Return | 29.65 % |
Most of Aqr Small'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, Aqr Small Cap 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, Aqr Small Cap has a Year To Date Return of 29.6506%. This is much higher than that of the AQR Funds family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Aqr Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aqr Small's current stock value. Our valuation model uses many indicators to compare Aqr Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aqr Small competition to find correlations between indicators driving Aqr Small's intrinsic value. More Info.Aqr Small Cap 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 Aqr Small Cap is roughly 9.14 . 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 Aqr Small's earnings, one of the primary drivers of an investment's value.About Aqr Small Financial Statements
Aqr Small investors use historical fundamental indicators, such as Aqr 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 Aqr Small. Please read more on our technical analysis and fundamental analysis pages.
The fund pursues a momentum investment style by investing primarily in equity or equity-related securities of small-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. Under normal market circumstances, it will invest at least 80 percent of its net assets in small-cap U.S. companies. The fund invests significantly in common stocks.
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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 Aqr Mutual Fund
Aqr Small financial ratios help investors to determine whether Aqr 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 Aqr with respect to the benefits of owning Aqr Small security.
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