Balter Invenomic Financial Statements From 2010 to 2024
| BIVIX Fund | USD 17.49 0.09 0.51% |
Check Balter Invenomic financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Balter Invenomic's main balance sheet or income statement drivers, such as , as well as many indicators such as . Balter financial statements analysis is a perfect complement when working with Balter Invenomic Valuation or Volatility modules.
Balter |
Balter Invenomic Fund Mutual Fund Three Year Return Analysis
Balter Invenomic'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 Balter Invenomic Three Year Return | 18.94 % |
Most of Balter Invenomic'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, Balter Invenomic Fund 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.
| Competition |
Based on the latest financial disclosure, Balter Invenomic Fund has a Three Year Return of 18.9373%. This is much higher than that of the Invenomic family and significantly higher than that of the Long-Short Equity category. The three year return for all United States funds is notably lower than that of the firm.
Balter Invenomic Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Balter Invenomic's current stock value. Our valuation model uses many indicators to compare Balter Invenomic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Balter Invenomic competition to find correlations between indicators driving Balter Invenomic's intrinsic value. More Info.Balter Invenomic Fund is third largest fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 64.68 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 Balter Invenomic's earnings, one of the primary drivers of an investment's value.About Balter Invenomic Financial Statements
Balter Invenomic investors use historical fundamental indicators, such as Balter Invenomic'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 Balter Invenomic. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in both long and short positions in equity securities principally traded in United States markets. Under normal market conditions, the Sub-Adviser seeks to be fully invested in the long portfolio , while allowing the size of the short portfolio to fluctuate based on the market opportunity. The fund may invest in equity securities of any type and across all market capitalizations. It may invest in securities of companies operating less than three years and in initial public offerings of securities .
Also Currently Popular
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 Balter Mutual Fund
Balter Invenomic financial ratios help investors to determine whether Balter 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 Balter with respect to the benefits of owning Balter Invenomic security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |