Summit Global Financial Statements From 2010 to 2024
| LVOLX Fund | USD 22.70 0.01 0.04% |
Check Summit Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Summit Global's main balance sheet or income statement drivers, such as , as well as many indicators such as . Summit financial statements analysis is a perfect complement when working with Summit Global Valuation or Volatility modules.
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Summit Global Investments Mutual Fund Year To Date Return Analysis
Summit Global'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 Summit Global Year To Date Return | 23.24 % |
Most of Summit Global'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, Summit Global Investments 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, Summit Global Investments has a Year To Date Return of 23.2356%. This is much higher than that of the Summit Global Investments family and significantly higher than that of the Large Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Summit Global Investments Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Summit Global's current stock value. Our valuation model uses many indicators to compare Summit Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Summit Global competition to find correlations between indicators driving Summit Global's intrinsic value. More Info.Summit Global Investments is rated fifth overall fund in annual yield among similar funds. It is rated third overall fund in year to date return among similar funds creating about 4,149 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 Summit Global's earnings, one of the primary drivers of an investment's value.About Summit Global Financial Statements
Summit Global investors use historical fundamental indicators, such as Summit Global'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 Summit Global. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in equity securities, primarily common stocks, of companies within the Russell 1000 Index and SP 500 Index. Its investments will generally consist of securities, which may include common stocks, preferred stocks, warrants to acquire common stock, and securities convertible into common stock. The fund purchases equity securities traded in the U.S. on registered exchanges or the over-the-counter market.
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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 Summit Mutual Fund
Summit Global financial ratios help investors to determine whether Summit 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 Summit with respect to the benefits of owning Summit Global security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
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