Poplar Forest Financial Statements From 2010 to 2024
| IPFCX Fund | USD 31.25 0.12 0.39% |
Check Poplar Forest financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Poplar Forest's main balance sheet or income statement drivers, such as , as well as many indicators such as . POPLAR financial statements analysis is a perfect complement when working with Poplar Forest Valuation or Volatility modules.
POPLAR |
Poplar Forest Nerstone Mutual Fund One Year Return Analysis
Poplar Forest's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Poplar Forest One Year Return | 16.52 % |
Most of Poplar Forest's fundamental indicators, such as One 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, Poplar Forest Nerstone is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Poplar Forest Nerstone has an One Year Return of 16.5249%. This is much higher than that of the Poplar Forest Capital family and significantly higher than that of the Allocation--70% to 85% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Poplar Forest Nerstone Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Poplar Forest's current stock value. Our valuation model uses many indicators to compare Poplar Forest value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Poplar Forest competition to find correlations between indicators driving Poplar Forest's intrinsic value. More Info.Poplar Forest Nerstone is currently considered the top fund in annual yield among similar funds. It is rated third overall fund in year to date return among similar funds creating about 373.80 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 Poplar Forest's earnings, one of the primary drivers of an investment's value.About Poplar Forest Financial Statements
Poplar Forest investors use historical fundamental indicators, such as Poplar Forest'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 Poplar Forest. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by building a balanced portfolio of debt and equity securities that aims to generate returns that exceed the Consumer Price Index by 3 percent per year while preserving capital. Poplar Forest is traded on NASDAQ Exchange in the United States.
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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 POPLAR Mutual Fund
Poplar Forest financial ratios help investors to determine whether POPLAR 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 POPLAR with respect to the benefits of owning Poplar Forest security.
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