Davenport Small Financial Statements From 2010 to 2024
| DSCPX Fund | USD 18.79 0.28 1.51% |
Check Davenport Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Davenport Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Davenport financial statements analysis is a perfect complement when working with Davenport Small Valuation or Volatility modules.
Davenport |
Davenport Small Cap Mutual Fund Three Year Return Analysis
Davenport 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.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Davenport Small Three Year Return | 2.45 % |
Most of Davenport 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, Davenport 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.
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Based on the latest financial disclosure, Davenport Small Cap has a Three Year Return of 2.4496%. This is much higher than that of the Davenport family and significantly higher than that of the Small Blend category. The three year return for all United States funds is notably lower than that of the firm.
Davenport Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Davenport Small's current stock value. Our valuation model uses many indicators to compare Davenport Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Davenport Small competition to find correlations between indicators driving Davenport Small's intrinsic value. More Info.Davenport Small Cap is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 1,060 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 Davenport Small's earnings, one of the primary drivers of an investment's value.About Davenport Small Financial Statements
Davenport Small investors use historical fundamental indicators, such as Davenport 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 Davenport Small. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in common stocks of small capitalization companies and shares of registered investment companies , that invest primarily in stocks of small capitalization companies. It will invest primarily in companies that the Advisor believes have the potential for significant capital appreciation.
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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 Davenport Mutual Fund
Davenport Small financial ratios help investors to determine whether Davenport 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 Davenport with respect to the benefits of owning Davenport Small security.
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