Meridian Contrarian One Year Return vs. Year To Date Return
Considering Meridian Contrarian's profitability and operating efficiency indicators, Meridian Trarian Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in December. Profitability indicators assess Meridian Contrarian's ability to earn profits and add value for shareholders.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Please note, there is a significant difference between Meridian Contrarian's value and its price as these two are different measures arrived at by different means. Investors typically determine if Meridian Contrarian is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Meridian Contrarian's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Meridian Contrarian profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Meridian Contrarian to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Meridian Trarian Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Meridian Contrarian's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Meridian Trarian Fund over time as well as its relative position and ranking within its peers.
Meridian |
Meridian Contrarian Year To Date Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Meridian Contrarian's current stock value. Our valuation model uses many indicators to compare Meridian Contrarian value to that of its competitors to determine the firm's financial worth. Meridian Trarian Fund is regarded fifth largest fund in one year return among similar funds. It also is regarded fifth largest fund in year to date return among similar funds creating about 0.48 of Year To Date Return per One Year Return. The ratio of One Year Return to Year To Date Return for Meridian Trarian Fund is roughly 2.09 . 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 Meridian Contrarian's earnings, one of the primary drivers of an investment's value.Meridian Year To Date Return vs. One Year Return
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.
Meridian Contrarian |
| = | 21.82 % |
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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Meridian Contrarian |
| = | 10.44 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Meridian Year To Date Return Comparison
Meridian Trarian is currently under evaluation in year to date return among similar funds.
Meridian Contrarian Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Meridian Contrarian, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Meridian Contrarian will eventually generate negative long term returns. The profitability progress is the general direction of Meridian Contrarian's change in net profit over the period of time. It can combine multiple indicators of Meridian Contrarian, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business long-term earnings power or asset value, or the stock market in general. Meridian Contrarian is traded on NASDAQ Exchange in the United States.
Meridian Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Meridian Contrarian. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Meridian Contrarian position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Meridian Contrarian's important profitability drivers and their relationship over time.
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In addition to having Meridian Contrarian in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Real Estate theme has 61 constituents at this time.
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Other Information on Investing in Meridian Mutual Fund
To fully project Meridian Contrarian's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Meridian Contrarian at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Meridian Contrarian's income statement, its balance sheet, and the statement of cash flows.
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