Equity Growth Financial Statements From 2010 to 2025
| BGGKX Fund | USD 29.09 0.17 0.58% |
Check Equity Growth financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Equity Growth's main balance sheet or income statement drivers, such as , as well as many indicators such as . Equity financial statements analysis is a perfect complement when working with Equity Growth Valuation or Volatility modules.
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The Equity Growth Mutual Fund Five Year Return Analysis
Equity Growth'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 Equity Growth Five Year Return | 12.70 % |
Most of Equity Growth'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, The Equity Growth 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, The Equity Growth has a Five Year Return of 12.6992%. This is much higher than that of the Baillie Gifford Funds family and significantly higher than that of the Large Growth category. The five year return for all United States funds is notably lower than that of the firm.
Equity Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Equity Growth's current stock value. Our valuation model uses many indicators to compare Equity Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equity Growth competition to find correlations between indicators driving Equity Growth's intrinsic value. More Info.The Equity Growth is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 5.76 of One Year Return per Year To Date Return. 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 Equity Growth's earnings, one of the primary drivers of an investment's value.About Equity Growth Financial Statements
Equity Growth investors use historical fundamental indicators, such as Equity Growth'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 Equity Growth. 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 in common stocks and other equity securities of companies whose principal activities are in the U.S. US Equity is traded on NASDAQ Exchange in the United States.
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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 Equity Mutual Fund
Equity Growth financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Growth security.
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