At Mid Financial Statements From 2010 to 2024
| AWMIX Fund | USD 22.11 0.28 1.28% |
Check At Mid financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among At Mid's main balance sheet or income statement drivers, such as , as well as many indicators such as . AWMIX financial statements analysis is a perfect complement when working with At Mid Valuation or Volatility modules.
AWMIX |
At Mid Cap Mutual Fund One Year Return Analysis
At Mid's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current At Mid One Year Return | 24.32 % |
Most of At Mid's fundamental indicators, such as One 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, At Mid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, At Mid Cap has an One Year Return of 24.3152%. This is much higher than that of the CIBC Private Wealth Management family and significantly higher than that of the Mid-Cap Growth category. The one year return for all United States funds is notably lower than that of the firm.
At Mid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining At Mid's current stock value. Our valuation model uses many indicators to compare At Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across At Mid competition to find correlations between indicators driving At Mid's intrinsic value. More Info.At Mid 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 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for At Mid Cap is roughly 5.74 . 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 At Mid's earnings, one of the primary drivers of an investment's value.About At Mid Financial Statements
At Mid investors use historical fundamental indicators, such as At Mid'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 At Mid. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of mid-capitalization companies. While the adviser expects to invest primarily in common stock, it may also invest in other equity securities, including preferred stock, convertible securities and American Depositary Receipts . It may invest up to 25 percent of its net assets in foreign securities, including ADRs.
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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 AWMIX Mutual Fund
At Mid financial ratios help investors to determine whether AWMIX 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 AWMIX with respect to the benefits of owning At Mid security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |