Lsv Emerging Financial Statements From 2010 to 2024
| LSVZX Fund | USD 11.91 0.05 0.42% |
Check Lsv Emerging financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Lsv Emerging's main balance sheet or income statement drivers, such as , as well as many indicators such as . Lsv financial statements analysis is a perfect complement when working with Lsv Emerging Valuation or Volatility modules.
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Lsv Emerging Markets Mutual Fund Year To Date Return Analysis
Lsv Emerging'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 Lsv Emerging Year To Date Return | 7.98 % |
Most of Lsv Emerging'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, Lsv Emerging Markets 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, Lsv Emerging Markets has a Year To Date Return of 7.9782%. This is much higher than that of the LSV Fund family and significantly higher than that of the Diversified Emerging Mkts category. The year to date return for all United States funds is notably lower than that of the firm.
Lsv Emerging Markets Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lsv Emerging's current stock value. Our valuation model uses many indicators to compare Lsv Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lsv Emerging competition to find correlations between indicators driving Lsv Emerging's intrinsic value. More Info.Lsv Emerging Markets is rated fourth overall fund in annual yield among similar funds. It also is rated fourth overall fund in year to date return among similar funds creating about 185.11 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 Lsv Emerging's earnings, one of the primary drivers of an investment's value.About Lsv Emerging Financial Statements
Lsv Emerging investors use historical fundamental indicators, such as Lsv Emerging'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 Lsv Emerging. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies. This investment policy can be changed by the fund upon 60 days prior written notice to shareholders. The equity securities in which the fund invests are mainly common stocks, but may also include preferred stocks, American Depositary Receipts and Global Depositary Receipts .
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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 Lsv Mutual Fund
Lsv Emerging financial ratios help investors to determine whether Lsv 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 Lsv with respect to the benefits of owning Lsv Emerging security.
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