Mondrian Global Financial Statements From 2010 to 2024
| MGIFX Fund | USD 10.93 0.01 0.09% |
Check Mondrian Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mondrian Global's main balance sheet or income statement drivers, such as , as well as many indicators such as . Mondrian financial statements analysis is a perfect complement when working with Mondrian Global Valuation or Volatility modules.
Mondrian |
Mondrian Global Listed Mutual Fund Year To Date Return Analysis
Mondrian 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 Mondrian Global Year To Date Return | 5.82 % |
Most of Mondrian 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, Mondrian Global 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.
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Based on the company's disclosures, Mondrian Global Listed has a Year To Date Return of 5.8151%. This is much higher than that of the Mondrian family and significantly higher than that of the Infrastructure category. The year to date return for all United States funds is notably lower than that of the firm.
Mondrian Global Listed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mondrian Global's current stock value. Our valuation model uses many indicators to compare Mondrian Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mondrian Global competition to find correlations between indicators driving Mondrian Global's intrinsic value. More Info.Mondrian Global 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 199.15 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 Mondrian Global's earnings, one of the primary drivers of an investment's value.About Mondrian Global Financial Statements
Mondrian Global investors use historical fundamental indicators, such as Mondrian 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 Mondrian Global. 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 infrastructure companies listed on a domestic or foreign exchange. It will normally invest in at least three countries, including the U.S., and invests at least 40 percent of its total assets in securities of non-U.S. companies. It may invest in securities issued in any currency and may utilize derivatives, principally forward foreign currency exchange contracts, to seek to hedge currency risk.
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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 Mondrian Mutual Fund
Mondrian Global financial ratios help investors to determine whether Mondrian 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 Mondrian with respect to the benefits of owning Mondrian Global security.
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