Longleaf Partners Financial Statements From 2010 to 2026
| LLGLX Fund | USD 14.55 0.11 0.76% |
Check Longleaf Partners financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Longleaf Partners' main balance sheet or income statement drivers, such as , as well as many indicators such as . Longleaf financial statements analysis is a perfect complement when working with Longleaf Partners Valuation or Volatility modules.
Longleaf |
Longleaf Partners Global Mutual Fund Year To Date Return Analysis
Longleaf Partners' 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 Longleaf Partners Year To Date Return | 2.50 % |
Most of Longleaf Partners' 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, Longleaf Partners Global 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.
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Based on the company's disclosures, Longleaf Partners Global has a Year To Date Return of 2.5%. This is much higher than that of the Longleaf Partners family and significantly higher than that of the World Small/Mid Stock category. The year to date return for all United States funds is notably lower than that of the firm.
Longleaf Partners Global Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Longleaf Partners's current stock value. Our valuation model uses many indicators to compare Longleaf Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Longleaf Partners competition to find correlations between indicators driving Longleaf Partners's intrinsic value. More Info.Longleaf Partners Global is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 101.63 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 Longleaf Partners' earnings, one of the primary drivers of an investment's value.About Longleaf Partners Financial Statements
Longleaf Partners investors use historical fundamental indicators, such as Longleaf Partners' 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 Longleaf Partners. Please read more on our technical analysis and fundamental analysis pages.
The Global Fund normally invests at least 40 percent of total assets in the equity securities of non-U.S. issuers throughout the world, which could include emerging market issuers, and may achieve its exposure to non-U.S. securities through investing in American depositary receipts . The fund primarily owns common stock or securities convertible into common stocks. The fund is non-diversified.
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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 Longleaf Mutual Fund
Longleaf Partners financial ratios help investors to determine whether Longleaf 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 Longleaf with respect to the benefits of owning Longleaf Partners security.
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