Meridian Equity Financial Statements From 2010 to 2024
| MRCEX Fund | USD 14.13 0.01 0.07% |
Check Meridian Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Meridian Equity's main balance sheet or income statement drivers, such as , as well as many indicators such as . Meridian financial statements analysis is a perfect complement when working with Meridian Equity Valuation or Volatility modules.
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Meridian Equity Income Mutual Fund One Year Return Analysis
Meridian Equity's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Meridian Equity One Year Return | 18.79 % |
Most of Meridian Equity's fundamental indicators, such as One Year 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, Meridian Equity Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Meridian Equity Income has an One Year Return of 18.7893%. This is much higher than that of the Meridian family and significantly higher than that of the Options Trading category. The one year return for all United States funds is notably lower than that of the firm.
Meridian Equity Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Meridian Equity's current stock value. Our valuation model uses many indicators to compare Meridian Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Meridian Equity competition to find correlations between indicators driving Meridian Equity's intrinsic value. More Info.Meridian Equity Income is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 1.44 of One Year Return per Year To Date Return. 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 Meridian Equity's earnings, one of the primary drivers of an investment's value.About Meridian Equity Financial Statements
Meridian Equity investors use historical fundamental indicators, such as Meridian Equity'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 Meridian Equity. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its net assets in long or short positions in equity securities. Equity securities include, but are not limited to, common and preferred stocks as well as convertible securities, such as options, in domestic and foreign companies. It may invest up to 25 percent of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market 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 Meridian Mutual Fund
Meridian Equity financial ratios help investors to determine whether Meridian 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 Meridian with respect to the benefits of owning Meridian Equity security.
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