Barrow Hanley Financial Statements From 2010 to 2026
| BVOIX Fund | USD 11.44 0.16 1.38% |
Check Barrow Hanley financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Barrow Hanley's main balance sheet or income statement drivers, such as , as well as many indicators such as . Barrow financial statements analysis is a perfect complement when working with Barrow Hanley Valuation or Volatility modules.
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Barrow Hanley Value Mutual Fund Three Year Return Analysis
Barrow Hanley'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 Barrow Hanley Three Year Return | 16.41 % |
Most of Barrow Hanley'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, Barrow Hanley Value 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, Barrow Hanley Value has a Three Year Return of 16.4123%. This is much higher than that of the Perpetual Funds family and significantly higher than that of the Large Value category. The three year return for all United States funds is notably lower than that of the firm.
Barrow Hanley Value Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Barrow Hanley's current stock value. Our valuation model uses many indicators to compare Barrow Hanley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Barrow Hanley competition to find correlations between indicators driving Barrow Hanley's intrinsic value. More Info.Barrow Hanley Value is the top fund in annual yield among similar funds. It is fourth largest fund in year to date return among similar funds creating about 204.52 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 Barrow Hanley's earnings, one of the primary drivers of an investment's value.About Barrow Hanley Financial Statements
Barrow Hanley investors use historical fundamental indicators, such as Barrow Hanley'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 Barrow Hanley. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities issued by U.S. companies. The fund invests primarily in a portfolio of equity securities issued by large, middle, and small capitalization U.S. companies and may also invest in convertible securities, preferred stock, real estate investment trusts and American Depositary Receipts .
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Other Information on Investing in Barrow Mutual Fund
Barrow Hanley financial ratios help investors to determine whether Barrow 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 Barrow with respect to the benefits of owning Barrow Hanley security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
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| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |