Small Cap Financial Statements From 2010 to 2024
| ASVYX Fund | USD 12.19 0.03 0.25% |
Check Small Cap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Small Cap's main balance sheet or income statement drivers, such as , as well as many indicators such as . SMALL financial statements analysis is a perfect complement when working with Small Cap Valuation or Volatility modules.
SMALL |
Small Cap Value Mutual Fund Five Year Return Analysis
Small Cap's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Small Cap Five Year Return | 12.67 % |
Most of Small Cap's fundamental indicators, such as Five Year 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, Small Cap Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Small Cap Value has a Five Year Return of 12.6676%. This is much higher than that of the American Century Investments family and significantly higher than that of the Small Value category. The five year return for all United States funds is notably lower than that of the firm.
Small Cap Value Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Cap's current stock value. Our valuation model uses many indicators to compare Small Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Cap competition to find correlations between indicators driving Small Cap's intrinsic value. More Info.Small Cap Value is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 1,326 of Year To Date Return per Annual Yield. 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 Small Cap's earnings, one of the primary drivers of an investment's value.About Small Cap Financial Statements
Small Cap investors use historical fundamental indicators, such as Small Cap'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 Small Cap. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the portfolio managers will invest at least 80 percent of the funds net assets in small cap companies. The portfolio managers consider small cap companies to include those with market capitalizations no larger than that of the largest company in the SP Small Cap 600 Index or the Russell 2000 Index.
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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 SMALL Mutual Fund
Small Cap financial ratios help investors to determine whether SMALL 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 SMALL with respect to the benefits of owning Small Cap security.
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