Stocksplus Financial Statements From 2010 to 2024
| PSTIX Fund | USD 6.94 0.02 0.29% |
Check Stocksplus financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Stocksplus' main balance sheet or income statement drivers, such as , as well as many indicators such as . Stocksplus financial statements analysis is a perfect complement when working with Stocksplus Valuation or Volatility modules.
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Stocksplus Tr Short Mutual Fund Year To Date Return Analysis
Stocksplus' 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 Stocksplus Year To Date Return | 0.12 % |
Most of Stocksplus' 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, Stocksplus Tr Short 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, Stocksplus Tr Short has a Year To Date Return of 0.1239%. This is 86.96% lower than that of the PIMCO family and significantly higher than that of the Trading--Inverse Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Stocksplus Tr Short Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Stocksplus's current stock value. Our valuation model uses many indicators to compare Stocksplus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Stocksplus competition to find correlations between indicators driving Stocksplus's intrinsic value. More Info.Stocksplus Tr Short is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds . 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 Stocksplus' earnings, one of the primary drivers of an investment's value.About Stocksplus Financial Statements
Stocksplus investors use historical fundamental indicators, such as Stocksplus' 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 Stocksplus. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing primarily in short positions with respect to the SP 500 Index or specific index securities, backed by a portfolio of Fixed Income Instruments. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.
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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 Stocksplus Mutual Fund
Stocksplus financial ratios help investors to determine whether Stocksplus 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 Stocksplus with respect to the benefits of owning Stocksplus security.
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