Sterling Capital Financial Statements From 2010 to 2024
| BGVAX Fund | USD 8.70 0.01 0.12% |
Check Sterling Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Sterling Capital's main balance sheet or income statement drivers, such as , as well as many indicators such as . Sterling financial statements analysis is a perfect complement when working with Sterling Capital Valuation or Volatility modules.
Sterling |
Sterling Capital Intermediate Mutual Fund Three Year Return Analysis
Sterling Capital's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Sterling Capital Three Year Return | (0.93) % |
Most of Sterling Capital's fundamental indicators, such as Three 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, Sterling Capital Intermediate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Sterling Capital Intermediate has a Three Year Return of -0.9259%. This is much lower than that of the Sterling Capital Funds family and significantly lower than that of the Intermediate Government category. The three year return for all United States funds is notably higher than that of the company.
Sterling Capital Int Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sterling Capital's current stock value. Our valuation model uses many indicators to compare Sterling Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sterling Capital competition to find correlations between indicators driving Sterling Capital's intrinsic value. More Info.Sterling Capital Intermediate is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 606.55 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 Sterling Capital's earnings, one of the primary drivers of an investment's value.About Sterling Capital Financial Statements
Sterling Capital investors use historical fundamental indicators, such as Sterling Capital'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 Sterling Capital. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in bonds issued or guaranteed by the U.S. government or its agencies and instrumentalities . It invests, under normal market conditions, in U.S. government securities, some of which may be subject to repurchase agreements, or in high grade mortgage-backed securities, including collateralized mortgage obligations. The fund will maintain an average duration between 2.5 and 7 years.
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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 Sterling Mutual Fund
Sterling Capital financial ratios help investors to determine whether Sterling 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 Sterling with respect to the benefits of owning Sterling Capital security.
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