Sp Smallcap Net Asset vs. Year To Date Return
| SMLKX Fund | USD 24.76 0.22 0.88% |
For Sp Smallcap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Sp Smallcap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Sp Smallcap Index utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Sp Smallcap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Sp Smallcap Index over time as well as its relative position and ranking within its peers.
SMLKX |
Sp Smallcap Index Year To Date Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Sp Smallcap's current stock value. Our valuation model uses many indicators to compare Sp Smallcap value to that of its competitors to determine the firm's financial worth. Sp Smallcap Index is rated top fund in net asset among similar funds. It also is rated top fund in year to date return among similar funds . The ratio of Net Asset to Year To Date Return for Sp Smallcap Index is about 5,461,126 . 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 Sp Smallcap's earnings, one of the primary drivers of an investment's value.SMLKX Year To Date Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Sp Smallcap |
| = | 85.88 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
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.
Sp Smallcap |
| = | 15.73 % |
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.
SMLKX Year To Date Return Comparison
Sp Smallcap is currently under evaluation in year to date return among similar funds.
Sp Smallcap Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Sp Smallcap, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Sp Smallcap will eventually generate negative long term returns. The profitability progress is the general direction of Sp Smallcap's change in net profit over the period of time. It can combine multiple indicators of Sp Smallcap, 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 SP SmallCap 600 Index includes common stocks of 600 small U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the SP SmallCap 600 Index so that the weighting of each stock in the portfolio approximates the index. The funds policy to invest at least 80 percent of its total assets in the underlying stocks.
SMLKX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Sp Smallcap. 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 Sp Smallcap 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 Sp Smallcap's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Sp Smallcap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Other Information on Investing in SMLKX Mutual Fund
To fully project Sp Smallcap's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Sp Smallcap Index 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 Sp Smallcap's income statement, its balance sheet, and the statement of cash flows.
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