Bogle Small Financial Statements From 2010 to 2024
| BOGIX Fund | USD 34.66 0.18 0.52% |
Check Bogle Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Bogle Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Bogle financial statements analysis is a perfect complement when working with Bogle Small Valuation or Volatility modules.
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Bogle Small Cap Mutual Fund Year To Date Return Analysis
Bogle Small's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Bogle Small Year To Date Return | 16.68 % |
Most of Bogle Small's fundamental indicators, such as Year To Date 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, Bogle Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Bogle Small Cap has a Year To Date Return of 16.6778%. This is much higher than that of the Summit Global Investments family and significantly higher than that of the Small Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Bogle Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Bogle Small's current stock value. Our valuation model uses many indicators to compare Bogle Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Bogle Small competition to find correlations between indicators driving Bogle Small's intrinsic value. More Info.Bogle Small 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 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Bogle Small Cap is roughly 12.64 . 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 Bogle Small's earnings, one of the primary drivers of an investment's value.About Bogle Small Financial Statements
Bogle Small investors use historical fundamental indicators, such as Bogle 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 Bogle Small. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing under normal circumstances at least 80 percent of the net assets of the portfolio in the stocks of U.S. companies with market capitalizations, at the time of purchase, that are within the trailing twelve-month range of the market capitalizations of those companies that are included in the Russell 2000 Index . As part of its investment strategy, the Adviser will continue to invest in Small Cap Stocks that the adviser believes will appreciate more than the index.
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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 Bogle Mutual Fund
Bogle Small financial ratios help investors to determine whether Bogle 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 Bogle with respect to the benefits of owning Bogle Small security.
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