Small Company Financial Statements From 2010 to 2024
| WSMGX Fund | USD 22.26 0.09 0.40% |
Check Small Company financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Small Company's main balance sheet or income statement drivers, such as , as well as many indicators such as . Small financial statements analysis is a perfect complement when working with Small Company Valuation or Volatility modules.
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Small Pany Growth Mutual Fund Three Year Return Analysis
Small Company'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 Small Company Three Year Return | (3.51) % |
Most of Small Company'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, Small Pany Growth 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.
| Competition |
Based on the latest financial disclosure, Small Pany Growth has a Three Year Return of -3.5113%. This is much lower than that of the Wilshire Mutual Funds family and significantly lower than that of the Small Growth category. The three year return for all United States funds is notably higher than that of the company.
Small Pany Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Company's current stock value. Our valuation model uses many indicators to compare Small Company value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Company competition to find correlations between indicators driving Small Company's intrinsic value. More Info.Small Pany Growth 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 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Pany Growth is roughly 7.46 . 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 Small Company's earnings, one of the primary drivers of an investment's value.About Small Company Financial Statements
Small Company investors use historical fundamental indicators, such as Small Company'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 Small Company. Please read more on our technical analysis and fundamental analysis pages.
The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizationsgenerally within the range of companies comprising the Russell 2000 Growth Index. The fund invests in companies that historically have above average earnings or above average sales growth and retention of earnings, often such companies have above average price to earnings ratios.
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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 Small Mutual Fund
Small Company financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Company security.
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