Long Term Financial Statements From 2010 to 2024
| BSGLX Fund | USD 33.95 0.11 0.32% |
Check Long Term financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Long Term's main balance sheet or income statement drivers, such as , as well as many indicators such as . Long financial statements analysis is a perfect complement when working with Long Term Valuation or Volatility modules.
Long |
The Long Term Mutual Fund Five Year Return Analysis
Long Term's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Long Term Five Year Return | 16.05 % |
Most of Long Term's fundamental indicators, such as Five 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, The Long Term is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, The Long Term has a Five Year Return of 16.0498%. This is much higher than that of the Baillie Gifford Funds family and significantly higher than that of the World Large-Stock Growth category. The five year return for all United States funds is notably lower than that of the firm.
Long Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Long Term's current stock value. Our valuation model uses many indicators to compare Long Term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Long Term competition to find correlations between indicators driving Long Term's intrinsic value. More Info.The Long Term is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 1.41 of One Year Return per Year To Date Return. 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 Long Term's earnings, one of the primary drivers of an investment's value.About Long Term Financial Statements
Long Term investors use historical fundamental indicators, such as Long Term'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 Long Term. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in equity securities. While the portfolio managers are not constrained by geographic limitations, it ordinarily invests in securities of issuers located in at least six different countries. In addition, under normal circumstances, the fund will invest at least 40 percent of its total assets in securities of companies located outside the U.S. when market conditions are favorable, but, when market conditions are not favorable, will invest at least 30 percent of its total assets in companies located outside the U.S. It is non-diversified.
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 Long Mutual Fund
Long Term financial ratios help investors to determine whether Long 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 Long with respect to the benefits of owning Long Term security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |