Embark Small Cap Fund Five Year Return
| ESCQX Fund | 11.79 0.03 0.26% |
Embark Small Cap fundamentals help investors to digest information that contributes to Embark Small's financial success or failures. It also enables traders to predict the movement of Embark Mutual Fund. The fundamental analysis module provides a way to measure Embark Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Embark Small mutual fund.
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Embark Small Cap Mutual Fund Five Year Return Analysis
Embark Small's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Embark Small Five Year Return Component Assessment
According to the company disclosure, Embark Small Cap has a Five Year Return of 0.0%. This is 100.0% lower than that of the Harbor family and 100.0% lower than that of the Small Blend category. The five year return for all United States funds is 100.0% higher than that of the company.
Embark Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Embark Small's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Embark Small could also be used in its relative valuation, which is a method of valuing Embark Small by comparing valuation metrics of similar companies.Embark Small is currently under evaluation in five year return among similar funds.
About Embark Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Embark Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Embark Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Embark Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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 Embark Mutual Fund
Embark Small financial ratios help investors to determine whether Embark 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 Embark with respect to the benefits of owning Embark Small security.
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