Evercore Equity Financial Statements From 2010 to 2025
| EWMCX Fund | USD 41.71 0.07 0.17% |
Check Evercore Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Evercore Equity's main balance sheet or income statement drivers, such as , as well as many indicators such as . Evercore financial statements analysis is a perfect complement when working with Evercore Equity Valuation or Volatility modules.
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Evercore Equity Fund Mutual Fund Three Year Return Analysis
Evercore Equity'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 Evercore Equity Three Year Return | 13.93 % |
Most of Evercore Equity'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, Evercore Equity Fund 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, Evercore Equity Fund has a Three Year Return of 13.931%. This is much higher than that of the Wall Street 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.
Evercore Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Evercore Equity's current stock value. Our valuation model uses many indicators to compare Evercore Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Evercore Equity competition to find correlations between indicators driving Evercore Equity's intrinsic value. More Info.Evercore Equity Fund is rated # 2 fund in annual yield among similar funds. It also is rated # 2 fund in year to date return among similar funds creating about 1,516 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 Evercore Equity's earnings, one of the primary drivers of an investment's value.About Evercore Equity Financial Statements
Evercore Equity investors use historical fundamental indicators, such as Evercore Equity'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 Evercore Equity. Please read more on our technical analysis and fundamental analysis pages.
The Advisor attempts to achieve its investment objective of long term growth of capital by investing principally in a diversified portfolio of domestic common stocks. The fund normally invests at least 80 percent of its net assets in equity securities. Although the fund invests primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities, either directly or indirectly through investments in ADR.
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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 Evercore Mutual Fund
Evercore Equity financial ratios help investors to determine whether Evercore 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 Evercore with respect to the benefits of owning Evercore Equity security.
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