Johcm International Financial Statements From 2010 to 2024
| JOPSX Fund | USD 12.71 0.11 0.87% |
Check Johcm International financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Johcm International's main balance sheet or income statement drivers, such as , as well as many indicators such as . JOHCM financial statements analysis is a perfect complement when working with Johcm International Valuation or Volatility modules.
JOHCM |
Johcm International Opportunities Mutual Fund Year To Date Return Analysis
Johcm International's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Johcm International Year To Date Return | 6.77 % |
Most of Johcm International's fundamental indicators, such as Year To Date 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, Johcm International Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
According to the company's disclosures, Johcm International Opportunities has a Year To Date Return of 6.7682%. This is much higher than that of the JOHCM Funds family and significantly higher than that of the Foreign Large Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Johcm International Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Johcm International's current stock value. Our valuation model uses many indicators to compare Johcm International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Johcm International competition to find correlations between indicators driving Johcm International's intrinsic value. More Info.Johcm International Opportunities is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 1,209 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 Johcm International's earnings, one of the primary drivers of an investment's value.About Johcm International Financial Statements
Johcm International investors use historical fundamental indicators, such as Johcm International'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 Johcm International. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of companies located outside the U.S. It may invest in non-U.S. companies of any size, including small- and mid-capitalization companies, to achieve its objective. The fund may achieve its equity exposure either directly or indirectly, such as through participatory notes, though it does not use such indirect instruments as a means of achieving leverage.
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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 JOHCM Mutual Fund
Johcm International financial ratios help investors to determine whether JOHCM 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 JOHCM with respect to the benefits of owning Johcm International security.
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