Advisory Research Financial Statements From 2010 to 2024
| ADVNX Fund | USD 9.41 0.01 0.11% |
Check Advisory Research financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Advisory Research's main balance sheet or income statement drivers, such as , as well as many indicators such as . Advisory financial statements analysis is a perfect complement when working with Advisory Research Valuation or Volatility modules.
Advisory |
Advisory Research Strategic Mutual Fund Year To Date Return Analysis
Advisory Research's 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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Advisory Research Year To Date Return | 10.27 % |
Most of Advisory Research's fundamental indicators, such as Year To Date 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, Advisory Research Strategic is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
In accordance with the company's disclosures, Advisory Research Strategic has a Year To Date Return of 10.2738%. This is much higher than that of the North Square family and significantly higher than that of the Multisector Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Advisory Research Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Advisory Research's current stock value. Our valuation model uses many indicators to compare Advisory Research value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Advisory Research competition to find correlations between indicators driving Advisory Research's intrinsic value. More Info.Advisory Research Strategic is fifth largest fund in price to earning among similar funds. It also is fifth largest fund in price to book among similar funds fabricating about 0.24 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Advisory Research Strategic is roughly 4.11 . 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 Advisory Research's earnings, one of the primary drivers of an investment's value.About Advisory Research Financial Statements
Advisory Research investors use historical fundamental indicators, such as Advisory Research'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 Advisory Research. Please read more on our technical analysis and fundamental analysis pages.
The fund pursues its investment objectives by primarily investing in preferred securities and other income producing securities, including convertible securities, debt securities, mortgage-backed securities, asset-backed securities, common stocks, derivatives, real estate investment trusts and securities of other investment companies such as closed-end funds and exchange traded funds. Under normal market conditions, it invests primarily in preferred securities and debt securities.
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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 Advisory Mutual Fund
Advisory Research financial ratios help investors to determine whether Advisory 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 Advisory with respect to the benefits of owning Advisory Research security.
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