Equable Shares Financial Statements From 2010 to 2026
| EQLIX Fund | USD 29.33 0.03 0.10% |
Check Equable Shares financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Equable Shares' main balance sheet or income statement drivers, such as , as well as many indicators such as . Equable financial statements analysis is a perfect complement when working with Equable Shares Valuation or Volatility modules.
Equable |
Equable Shares Large Mutual Fund Three Year Return Analysis
Equable Shares' 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 Equable Shares Three Year Return | 10.33 % |
Most of Equable Shares' 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, Equable Shares Large 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, Equable Shares Large has a Three Year Return of 10.3328%. This is much higher than that of the Equable Shares family and significantly higher than that of the Three Year Return category. The three year return for all United States funds is notably lower than that of the firm.
Equable Shares Large Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Equable Shares's current stock value. Our valuation model uses many indicators to compare Equable Shares value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equable Shares competition to find correlations between indicators driving Equable Shares's intrinsic value. More Info.Equable Shares Large is rated below average in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 1,074 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 Equable Shares' earnings, one of the primary drivers of an investment's value.About Equable Shares Financial Statements
Equable Shares investors use historical fundamental indicators, such as Equable Shares' 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 Equable Shares. Please read more on our technical analysis and fundamental analysis pages.
The investment seeks income and capital preservation. The fund seeks to achieve its investment objective by investing in equity securities of U.S. issuers based on the SP 500 Index while hedging overall market exposure by writing exchange traded call options based on the same securities. Under normal market conditions, it will invest at least 80 percent of its net assets in equity securities based on the index. The fund is non-diversified.
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Other Information on Investing in Equable Mutual Fund
Equable Shares financial ratios help investors to determine whether Equable 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 Equable with respect to the benefits of owning Equable Shares security.
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| 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 | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
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