Marshfield Concentrated Financial Statements From 2010 to 2026
| MRFOX Fund | USD 34.99 0.18 0.52% |
Check Marshfield Concentrated financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Marshfield Concentrated's main balance sheet or income statement drivers, such as , as well as many indicators such as . Marshfield financial statements analysis is a perfect complement when working with Marshfield Concentrated Valuation or Volatility modules.
Marshfield |
Marshfield Centrated Opportunity Mutual Fund Year To Date Return Analysis
Marshfield Concentrated'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 Marshfield Concentrated Year To Date Return | 2.04 % |
Most of Marshfield Concentrated'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, Marshfield Centrated Opportunity 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, Marshfield Centrated Opportunity has a Year To Date Return of 2.0414%. This is much higher than that of the Marshfield 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.
Marshfield Concentrated Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Marshfield Concentrated's current stock value. Our valuation model uses many indicators to compare Marshfield Concentrated value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Marshfield Concentrated competition to find correlations between indicators driving Marshfield Concentrated's intrinsic value. More Info.Marshfield Centrated Opportunity 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 318.97 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 Marshfield Concentrated's earnings, one of the primary drivers of an investment's value.About Marshfield Concentrated Financial Statements
Marshfield Concentrated investors use historical fundamental indicators, such as Marshfield Concentrated'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 Marshfield Concentrated. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing principally in a portfolio of common stocks of companies traded on United States securities exchanges or over-the-counter markets that exhibit low valuations based on the Advisers analysis of the companies intrinsic value. The fund may invest in companies of any capitalization size, including large-cap, mid-cap and small-cap companies. 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 Marshfield Mutual Fund
Marshfield Concentrated financial ratios help investors to determine whether Marshfield 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 Marshfield with respect to the benefits of owning Marshfield Concentrated security.
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