Dana Epiphany Financial Statements From 2010 to 2024
| ESGIX Fund | USD 16.08 0.08 0.50% |
Check Dana Epiphany financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dana Epiphany's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dana financial statements analysis is a perfect complement when working with Dana Epiphany Valuation or Volatility modules.
Dana |
Dana Epiphany Esg Mutual Fund Three Year Return Analysis
Dana Epiphany'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 Dana Epiphany Three Year Return | 5.93 % |
Most of Dana Epiphany'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, Dana Epiphany Esg 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, Dana Epiphany Esg has a Three Year Return of 5.929%. This is much higher than that of the Dana Investment family and significantly higher than that of the Large Blend category. The three year return for all United States funds is notably lower than that of the firm.
Dana Epiphany Esg Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dana Epiphany's current stock value. Our valuation model uses many indicators to compare Dana Epiphany value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dana Epiphany competition to find correlations between indicators driving Dana Epiphany's intrinsic value. More Info.Dana Epiphany Esg 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 4,033 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 Dana Epiphany's earnings, one of the primary drivers of an investment's value.About Dana Epiphany Financial Statements
Dana Epiphany investors use historical fundamental indicators, such as Dana Epiphany'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 Dana Epiphany. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective through investment in publicly traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, it will invest at least 80 percent of its net assets in a diversified portfolio of equity securities. Under normal circumstances, at least 80 percent of the funds net assets will be subject to the ESG screening process.
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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 Dana Mutual Fund
Dana Epiphany financial ratios help investors to determine whether Dana 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 Dana with respect to the benefits of owning Dana Epiphany security.
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