Small Cap Financial Statements From 2010 to 2024
| ASVNX Fund | USD 9.23 0.07 0.75% |
Check Small Cap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Small Cap's main balance sheet or income statement drivers, such as , as well as many indicators such as . Small financial statements analysis is a perfect complement when working with Small Cap Valuation or Volatility modules.
Small |
Small Cap Value Mutual Fund Year To Date Return Analysis
Small Cap'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 Small Cap Year To Date Return | 11.59 % |
Most of Small Cap'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, Small Cap Value 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, Small Cap Value has a Year To Date Return of 11.5932%. This is much higher than that of the American Century Investments family and significantly higher than that of the Small Value category. The year to date return for all United States funds is notably lower than that of the firm.
Small Cap Value Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Cap's current stock value. Our valuation model uses many indicators to compare 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 Small Cap competition to find correlations between indicators driving Small Cap's intrinsic value. More Info.Small Cap Value is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Cap Value is roughly 11.28 . 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 Small Cap's earnings, one of the primary drivers of an investment's value.About Small Cap Financial Statements
Small Cap investors use historical fundamental indicators, such as 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 Small Cap. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the portfolio managers will invest at least 80 percent of the funds net assets in small cap companies. The portfolio managers consider small cap companies to include those with market capitalizations no larger than that of the largest company in the SP Small Cap 600 Index or the Russell 2000 Index.
Also Currently Popular
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 Small Mutual Fund
Small Cap financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Cap security.
| CEOs Directory Screen CEOs from public companies around the world | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |