Global Core Financial Statements From 2010 to 2024
| MLMAX Fund | USD 21.38 0.05 0.23% |
Check Global Core financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Global Core's main balance sheet or income statement drivers, such as , as well as many indicators such as . Global financial statements analysis is a perfect complement when working with Global Core Valuation or Volatility modules.
Global |
Global E Portfolio Mutual Fund Year To Date Return Analysis
Global Core'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 Global Core Year To Date Return | 27.12 % |
Most of Global Core'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, Global E Portfolio 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, Global E Portfolio has a Year To Date Return of 27.1156%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the World Large-Stock Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Global E Portfolio Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Core's current stock value. Our valuation model uses many indicators to compare Global Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Core competition to find correlations between indicators driving Global Core's intrinsic value. More Info.Global E Portfolio 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 7,532 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 Global Core's earnings, one of the primary drivers of an investment's value.About Global Core Financial Statements
Global Core investors use historical fundamental indicators, such as Global Core'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 Global Core. Please read more on our technical analysis and fundamental analysis pages.
The Adviser seeks to achieve the funds investment objective by investing primarily in U.S. and non-U.S. companies. The Adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above-average appreciation potential and competitive dividend yields. The Adviser primarily uses a sector-neutral factor model that is broadly grouped into the following four categories momentumrisk, valuation, quality and growth to help identify market drivers. The fund is non-diversified.
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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 Global Mutual Fund
Global Core financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Core security.
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