Zacks Small-cap Financial Statements From 2010 to 2024
| ZSCCX Fund | USD 39.08 0.54 1.40% |
Check Zacks Small-cap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Zacks Small-cap's main balance sheet or income statement drivers, such as , as well as many indicators such as . Zacks financial statements analysis is a perfect complement when working with Zacks Small-cap Valuation or Volatility modules.
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Zacks Small Cap E Mutual Fund Three Year Return Analysis
Zacks Small-cap'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 Zacks Small-cap Three Year Return | 3.98 % |
Most of Zacks Small-cap'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, Zacks Small Cap E 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, Zacks Small Cap E has a Three Year Return of 3.9791%. This is much higher than that of the Zacks Funds family and significantly higher than that of the Small Blend category. The three year return for all United States funds is notably lower than that of the firm.
Zacks Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Zacks Small-cap's current stock value. Our valuation model uses many indicators to compare Zacks Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Zacks Small-cap competition to find correlations between indicators driving Zacks Small-cap's intrinsic value. More Info.Zacks Small Cap E 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 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Zacks Small Cap E is roughly 10.46 . 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 Zacks Small-cap's earnings, one of the primary drivers of an investment's value.About Zacks Small-cap Financial Statements
Zacks Small-cap investors use historical fundamental indicators, such as Zacks Small-cap'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 Zacks Small-cap. Please read more on our technical analysis and fundamental analysis pages.
The fund pursues its investment objective by applying a hybrid research process which uses both quantitative and qualitative criteria. It will invest at least 80 percent of its net assets in a diversified portfolio of equity securities of small capitalization companies, with an emphasis on equity securities of U.S. issuers. The fund may engage in short-sale transactions up to 25 percent of its net assets. It also may invest in equity securities of Canadian issuers and American Depository Receipts.
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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 Zacks Mutual Fund
Zacks Small-cap financial ratios help investors to determine whether Zacks 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 Zacks with respect to the benefits of owning Zacks Small-cap security.
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