Alpsred Rocks Financial Statements From 2010 to 2026
| LPFAX Fund | USD 5.64 0.03 0.53% |
Check Alpsred Rocks financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Alpsred Rocks' main balance sheet or income statement drivers, such as , as well as many indicators such as . Alpsred financial statements analysis is a perfect complement when working with Alpsred Rocks Valuation or Volatility modules.
Alpsred |
Alpsred Rocks Listed Mutual Fund Year To Date Return Analysis
Alpsred Rocks' 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 Alpsred Rocks Year To Date Return | 4.03 % |
Most of Alpsred Rocks' 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, Alpsred Rocks Listed 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 |
Based on the company's disclosures, Alpsred Rocks Listed has a Year To Date Return of 4.031%. This is much higher than that of the ALPS 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.
Alpsred Rocks Listed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Alpsred Rocks's current stock value. Our valuation model uses many indicators to compare Alpsred Rocks value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Alpsred Rocks competition to find correlations between indicators driving Alpsred Rocks's intrinsic value. More Info.Alpsred Rocks Listed 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 34.96 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 Alpsred Rocks' earnings, one of the primary drivers of an investment's value.About Alpsred Rocks Financial Statements
Alpsred Rocks investors use historical fundamental indicators, such as Alpsred Rocks' 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 Alpsred Rocks. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its net assets in securities of U.S. and non-U.S. companies, including those in emerging markets, listed on a national securities exchange, or foreign equivalent, that have a majority of their assets invested in or exposed to private companies or have as their stated intention to have a majority of their assets invested in or exposed to private companies and derivatives that otherwise have the economic characteristics of Listed Private Equity Companies.
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Other Information on Investing in Alpsred Mutual Fund
Alpsred Rocks financial ratios help investors to determine whether Alpsred 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 Alpsred with respect to the benefits of owning Alpsred Rocks security.
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