Upright Assets Financial Statements From 2010 to 2026
| UPAAX Fund | USD 17.77 0.37 2.13% |
Check Upright Assets financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Upright Assets' main balance sheet or income statement drivers, such as , as well as many indicators such as . Upright financial statements analysis is a perfect complement when working with Upright Assets Valuation or Volatility modules.
Upright |
Upright Assets Allocation Mutual Fund Year To Date Return Analysis
Upright Assets' 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 Upright Assets Year To Date Return | 6.14 % |
Most of Upright Assets' 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, Upright Assets Allocation 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 |
As per the company's disclosures, Upright Assets Allocation has a Year To Date Return of 6.1429%. This is much higher than that of the Upright Investments Trust family and significantly higher than that of the Tactical Allocation category. The year to date return for all United States funds is notably lower than that of the firm.
Upright Assets Allocation Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Upright Assets's current stock value. Our valuation model uses many indicators to compare Upright Assets value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Upright Assets competition to find correlations between indicators driving Upright Assets's intrinsic value. More Info.Upright Assets Allocation is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 4.22 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 Upright Assets' earnings, one of the primary drivers of an investment's value.About Upright Assets Financial Statements
Upright Assets investors use historical fundamental indicators, such as Upright Assets' 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 Upright Assets. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a portfolio of securities and other investments of issuers across a broad range of countries and asset categories. These global assets fall under five general categories which are Equity Securities, Fixed Income Securities , Real Estate Investment Trusts , Commodity-related derivatives, and cash and cash equivalents such as money market funds.
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Other Information on Investing in Upright Mutual Fund
Upright Assets financial ratios help investors to determine whether Upright 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 Upright with respect to the benefits of owning Upright Assets security.
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