Matrix Advisors Financial Statements From 2010 to 2025
| MADFX Fund | USD 35.26 0.21 0.60% |
Check Matrix Advisors financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Matrix Advisors' main balance sheet or income statement drivers, such as , as well as many indicators such as . Matrix financial statements analysis is a perfect complement when working with Matrix Advisors Valuation or Volatility modules.
Matrix |
Matrix Advisors Dividend Mutual Fund Year To Date Return Analysis
Matrix Advisors' 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 Matrix Advisors Year To Date Return | 9.97 % |
Most of Matrix Advisors' 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, Matrix Advisors Dividend 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, Matrix Advisors Dividend has a Year To Date Return of 9.9732%. This is much higher than that of the Matrix Advisors Funds Trust family and significantly higher than that of the Large Value category. The year to date return for all United States funds is notably lower than that of the firm.
Matrix Advisors Dividend Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Matrix Advisors's current stock value. Our valuation model uses many indicators to compare Matrix Advisors value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Matrix Advisors competition to find correlations between indicators driving Matrix Advisors's intrinsic value. More Info.Matrix Advisors Dividend 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 527.68 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 Matrix Advisors' earnings, one of the primary drivers of an investment's value.About Matrix Advisors Financial Statements
Matrix Advisors investors use historical fundamental indicators, such as Matrix Advisors' 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 Matrix Advisors. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in dividend-paying common stocks or depositary receipts representing common stocks of U.S. companies and U.S.-listed international companies in developed markets that the advisor believes pay high and sustainable dividends, are financially strong, and meet specific valuation criteria using the principles of value investing based on Classic Valuation Analysis. It invests at least 80 percent of its net assets, plus borrowings for investment purposes, in dividend-paying stocks. The fund invests primarily in large capitalization companies.
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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 Matrix Mutual Fund
Matrix Advisors financial ratios help investors to determine whether Matrix 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 Matrix with respect to the benefits of owning Matrix Advisors security.
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