Value Fund Financial Statements From 2010 to 2024
| WVAIX Fund | USD 62.58 0.08 0.13% |
Check Value Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Value Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Value financial statements analysis is a perfect complement when working with Value Fund Valuation or Volatility modules.
Value |
Value Fund Value Mutual Fund Three Year Return Analysis
Value Fund'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 Value Fund Three Year Return | 5.85 % |
Most of Value Fund'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, Value Fund Value 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, Value Fund Value has a Three Year Return of 5.851%. This is much higher than that of the Weitz family and significantly higher than that of the Large Blend category. The three year return for all United States funds is notably lower than that of the firm.
Value Fund Value Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Value Fund's current stock value. Our valuation model uses many indicators to compare Value Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Value Fund competition to find correlations between indicators driving Value Fund's intrinsic value. More Info.Value Fund Value is rated second in price to earning among similar funds. It is rated fourth in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Value Fund Value is roughly 8.56 . 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 Value Fund's earnings, one of the primary drivers of an investment's value.About Value Fund Financial Statements
Value Fund investors use historical fundamental indicators, such as Value Fund'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 Value Fund. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large-cap companies. The Adviser considers large-cap companies to be those with market capitalizations that would be included in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.
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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 Value Mutual Fund
Value Fund financial ratios help investors to determine whether Value 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 Value with respect to the benefits of owning Value Fund security.
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