Clarkston Fund Financial Statements From 2010 to 2024
| CILGX Fund | USD 16.28 0.07 0.43% |
Check Clarkston Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Clarkston Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Clarkston financial statements analysis is a perfect complement when working with Clarkston Fund Valuation or Volatility modules.
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Clarkston Fund Institutional Mutual Fund Three Year Return Analysis
Clarkston Fund'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 Clarkston Fund Three Year Return | 5.93 % |
Most of Clarkston Fund'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, Clarkston Fund Institutional 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.
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Based on the latest financial disclosure, Clarkston Fund Institutional has a Three Year Return of 5.9283%. This is much higher than that of the Clarkston 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.
Clarkston Fund Insti Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clarkston Fund's current stock value. Our valuation model uses many indicators to compare Clarkston Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clarkston Fund competition to find correlations between indicators driving Clarkston Fund's intrinsic value. More Info.Clarkston Fund Institutional 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 1,351 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 Clarkston Fund's earnings, one of the primary drivers of an investment's value.About Clarkston Fund Financial Statements
Clarkston Fund investors use historical fundamental indicators, such as Clarkston Fund'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 Clarkston Fund. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of large-capitalization companies. The funds investments in equity securities may include common stock, preferred stock and convertible securities. It may also invest in foreign equity securities through American Depositary Receipts . The fund invests in companies the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flows. It is non-diversified.
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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 Clarkston Mutual Fund
Clarkston Fund financial ratios help investors to determine whether Clarkston 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 Clarkston with respect to the benefits of owning Clarkston Fund security.
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