Partners Iii Financial Statements From 2010 to 2024
| WPOIX Fund | USD 13.10 0.08 0.61% |
Check Partners Iii financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Partners Iii's main balance sheet or income statement drivers, such as , as well as many indicators such as . Partners financial statements analysis is a perfect complement when working with Partners Iii Valuation or Volatility modules.
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Partners Iii Opportunity Mutual Fund Three Year Return Analysis
Partners Iii's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Partners Iii Three Year Return | 0.78 % |
Most of Partners Iii's fundamental indicators, such as Three 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, Partners Iii Opportunity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Partners Iii Opportunity has a Three Year Return of 0.7802%. This is much higher than that of the Weitz family and significantly higher than that of the Long-Short Equity category. The three year return for all United States funds is notably lower than that of the firm.
Partners Iii Opportunity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Partners Iii's current stock value. Our valuation model uses many indicators to compare Partners Iii value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Partners Iii competition to find correlations between indicators driving Partners Iii's intrinsic value. More Info.Partners Iii Opportunity is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Partners Iii Opportunity is roughly 12.28 . 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 Partners Iii's earnings, one of the primary drivers of an investment's value.About Partners Iii Financial Statements
Partners Iii investors use historical fundamental indicators, such as Partners Iii'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 Partners Iii. Please read more on our technical analysis and fundamental analysis pages.
The funds investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a multi-cap fund and may invest in securities of any market capitalization. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities.
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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 Partners Mutual Fund
Partners Iii financial ratios help investors to determine whether Partners 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 Partners with respect to the benefits of owning Partners Iii security.
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