Global Stock Financial Statements From 2010 to 2024
DGLCX Fund | USD 21.05 0.08 0.38% |
Check Global Stock financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Global Stock's main balance sheet or income statement drivers, such as , as well as many indicators such as . Global financial statements analysis is a perfect complement when working with Global Stock Valuation or Volatility modules.
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Global Stock Fund Mutual Fund Year To Date Return Analysis
Global Stock's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Global Stock Year To Date Return | 12.08 % |
Most of Global Stock's fundamental indicators, such as Year To Date 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, Global Stock Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, Global Stock Fund has a Year To Date Return of 12.0811%. This is much higher than that of the BNY Mellon family and significantly higher than that of the World Large-Stock Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Global Stock Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Stock's current stock value. Our valuation model uses many indicators to compare Global Stock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Stock competition to find correlations between indicators driving Global Stock's intrinsic value. More Info.Global Stock Fund is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Global Stock Fund is roughly 6.59 . 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 Global Stock's earnings, one of the primary drivers of an investment's value.About Global Stock Financial Statements
Global Stock investors use historical fundamental indicators, such as Global Stock'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 Global Stock. Please read more on our technical analysis and fundamental analysis pages.
To pursue its goal, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in stocks. The funds investments will be focused on companies located in the developed markets. Examples of developed markets are the United States, Canada, Japan, Australia, Hong Kong and Western Europe. It may invest in the securities of companies of any market capitalization. The funds sub-adviser, Walter Scott Partners Limited , seeks investment opportunities in companies with fundamental strengths that indicate the potential for sustainable long-term growth.
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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 Global Mutual Fund
Global Stock financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Stock security.
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