Acclivity Small Financial Statements From 2010 to 2024
| AXVNX Fund | USD 21.45 0.05 0.23% |
Check Acclivity Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Acclivity Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Acclivity financial statements analysis is a perfect complement when working with Acclivity Small Valuation or Volatility modules.
Acclivity |
Acclivity Small Cap Mutual Fund Five Year Return Analysis
Acclivity Small'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.
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Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Acclivity Small Five Year Return | 15.31 % |
Most of Acclivity Small'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, Acclivity Small Cap 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.
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According to the company disclosure, Acclivity Small Cap has a Five Year Return of 15.3136%. This is much higher than that of the Innealta Capital 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.
Acclivity Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Acclivity Small's current stock value. Our valuation model uses many indicators to compare Acclivity Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Acclivity Small competition to find correlations between indicators driving Acclivity Small's intrinsic value. More Info.Acclivity Small Cap is second largest fund in annual yield among similar funds. It also is second largest fund in year to date return among similar funds creating about 2,448 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 Acclivity Small's earnings, one of the primary drivers of an investment's value.About Acclivity Small Financial Statements
Acclivity Small investors use historical fundamental indicators, such as Acclivity 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 Acclivity Small. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund will invest at least 80 percent of its total assets in equity securities of small cap U.S. companies. The Adviser defines a small capitalization value company as any company that simultaneously meets the following two requirements be in the lowest 8 percent of U.S. aggregate market capitalization and exhibit a low market value relative to its book value. The fund will also use futures and options on futures contracts for U.S. equity securities and indices, and exchange-traded-funds to adjust market exposure or manage cash needs.
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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 Acclivity Mutual Fund
Acclivity Small financial ratios help investors to determine whether Acclivity 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 Acclivity with respect to the benefits of owning Acclivity Small security.
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