Brandes Small Financial Statements From 2010 to 2024

BSCRX Fund  USD 16.69  0.22  1.34%   
Brandes Small financial statements provide useful quarterly and yearly information to potential Brandes Small Cap 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 Brandes Small financial statements helps investors assess Brandes Small's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Brandes Small's valuation are summarized below:
Brandes Small Cap does not presently have any fundamental signals for analysis.
Check Brandes Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Brandes Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Brandes financial statements analysis is a perfect complement when working with Brandes Small Valuation or Volatility modules.
  
This module can also supplement various Brandes Small Technical models . Check out the analysis of Brandes Small Correlation against competitors.

Brandes Small Cap Mutual Fund Three Year Return Analysis

Brandes Small'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.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Brandes Small Three Year Return

    
  14.04 %  
Most of Brandes Small'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, Brandes Small Cap 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, Brandes Small Cap has a Three Year Return of 14.0399%. This is much higher than that of the Brandes family and significantly higher than that of the Small Value category. The three year return for all United States funds is notably lower than that of the firm.

Brandes Small Cap Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Brandes Small's current stock value. Our valuation model uses many indicators to compare Brandes Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Brandes Small competition to find correlations between indicators driving Brandes Small's intrinsic value. More Info.
Brandes Small Cap 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  2,699  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 Brandes Small's earnings, one of the primary drivers of an investment's value.

About Brandes Small Financial Statements

Brandes Small investors use historical fundamental indicators, such as Brandes 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 Brandes Small. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of U.S. companies with small market capitalizations . Equity securities include common and preferred stocks, warrants and rights. Under normal market conditions, the fund will invest at least 80 percent of its net assets measured at the time of purchase in securities of companies with small market capitalizations.

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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 Brandes Mutual Fund

Brandes Small financial ratios help investors to determine whether Brandes 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 Brandes with respect to the benefits of owning Brandes Small security.
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