Small-cap Momentum Financial Statements From 2010 to 2024
Small-cap Momentum financial statements provide useful quarterly and yearly information to potential Small Cap Momentum Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Small-cap Momentum financial statements helps investors assess Small-cap Momentum's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Small-cap Momentum's valuation are summarized below:Small Cap Momentum Fund does not presently have any fundamental trend indicators for analysis.
This module can also supplement various Small-cap Momentum Technical models . Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in population.
Check Small-cap Momentum financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Small-cap Momentum's main balance sheet or income statement drivers, such as , as well as many indicators such as . Small-cap financial statements analysis is a perfect complement when working with Small-cap Momentum Valuation or Volatility modules.
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Small Cap Momentum Fund Mutual Fund One Year Return Analysis
Small-cap Momentum's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Small-cap Momentum One Year Return | 5.39 % |
Most of Small-cap Momentum's fundamental indicators, such as One 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, Small Cap Momentum Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Small Cap Momentum Fund has an One Year Return of 5.39%. This is much higher than that of the Category family and notably higher than that of the Family category. The one year return for all United States funds is 29.88% lower than that of the firm.
Small Cap Momentum Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small-cap Momentum's current stock value. Our valuation model uses many indicators to compare Small-cap Momentum value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small-cap Momentum competition to find correlations between indicators driving Small-cap Momentum's intrinsic value. More Info.Small Cap Momentum Fund is third largest fund in price to earning among similar funds. It is second largest fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Cap Momentum Fund is roughly 9.70 . 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 Small-cap Momentum's earnings, one of the primary drivers of an investment's value.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.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Other Consideration for investing in Small-cap Mutual Fund
If you are still planning to invest in Small Cap Momentum check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Small-cap Momentum's history and understand the potential risks before investing.
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