Walden Asset Financial Statements From 2010 to 2024
| WSBFX Fund | USD 23.61 0.07 0.30% |
Check Walden Asset financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Walden Asset's main balance sheet or income statement drivers, such as , as well as many indicators such as . Walden financial statements analysis is a perfect complement when working with Walden Asset Valuation or Volatility modules.
Walden |
Walden Asset Management Mutual Fund One Year Return Analysis
Walden Asset'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 Walden Asset One Year Return | 12.33 % |
Most of Walden Asset'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, Walden Asset Management 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, Walden Asset Management has an One Year Return of 12.3269%. This is much higher than that of the Boston Trust Walden Funds family and significantly higher than that of the Allocation--70% to 85% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Walden Asset Management Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Walden Asset's current stock value. Our valuation model uses many indicators to compare Walden Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Walden Asset competition to find correlations between indicators driving Walden Asset's intrinsic value. More Info.Walden Asset Management 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 0.18 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Walden Asset Management is roughly 5.55 . 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 Walden Asset's earnings, one of the primary drivers of an investment's value.About Walden Asset Financial Statements
Walden Asset investors use historical fundamental indicators, such as Walden Asset'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 Walden Asset. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 25 percent of the funds assets invested in each of the following categories fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash and domestic and foreign equity securities, such as common stock.
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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 Walden Mutual Fund
Walden Asset financial ratios help investors to determine whether Walden 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 Walden with respect to the benefits of owning Walden Asset security.
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