Investment Managers Financial Statements From 2010 to 2024
| EPGIX Fund | USD 11.14 0.07 0.63% |
Check Investment Managers financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Investment Managers' main balance sheet or income statement drivers, such as , as well as many indicators such as . Investment financial statements analysis is a perfect complement when working with Investment Managers Valuation or Volatility modules.
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Investment Managers Series Mutual Fund Five Year Return Analysis
Investment Managers' 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 Investment Managers Five Year Return | 7.25 % |
Most of Investment Managers' 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, Investment Managers Series 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.
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According to the company disclosure, Investment Managers Series has a Five Year Return of 7.2471%. This is much higher than that of the Euro Pacific Asset Management family and significantly higher than that of the Equity Precious Metals category. The five year return for all United States funds is notably lower than that of the firm.
Investment Managers Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Investment Managers's current stock value. Our valuation model uses many indicators to compare Investment Managers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Investment Managers competition to find correlations between indicators driving Investment Managers's intrinsic value. More Info.Investment Managers Series is one of the top funds in year to date return among similar funds. It also is one of the top funds 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 Investment Managers' earnings, one of the primary drivers of an investment's value.About Investment Managers Financial Statements
Investment Managers investors use historical fundamental indicators, such as Investment Managers' 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 Investment Managers. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets in the securities of gold companies located in Europe and the Pacific Rim. The funds advisor defines securities of gold companies as equity securities of companies that derive at least 50 percent of gross revenue or profit from mining, processing, or dealing and investing in gold, as well as companies whose primary business is exploring for gold or that provide services to the gold industry. It may invest up to 15 percent of its net assets in private placements and other restricted securities.
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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 Investment Mutual Fund
Investment Managers financial ratios help investors to determine whether Investment 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 Investment with respect to the benefits of owning Investment Managers security.
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