Athena Value Financial Statements From 2010 to 2024
| ATVIX Fund | USD 12.18 0.10 0.83% |
Check Athena Value financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Athena Value's main balance sheet or income statement drivers, such as , as well as many indicators such as . Athena financial statements analysis is a perfect complement when working with Athena Value Valuation or Volatility modules.
Athena |
Athena Value Fund Mutual Fund Five Year Return Analysis
Athena Value'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% |
Current Athena Value Five Year Return | 10.48 % |
Most of Athena Value's fundamental indicators, such as Five Year 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, Athena Value Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
According to the company disclosure, Athena Value Fund has a Five Year Return of 10.4841%. This is much higher than that of the Athena Fund family and significantly higher than that of the Tactical Allocation category. The five year return for all United States funds is notably lower than that of the firm.
Athena Value Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Athena Value's current stock value. Our valuation model uses many indicators to compare Athena Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Athena Value competition to find correlations between indicators driving Athena Value's intrinsic value. More Info.Athena Value Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 586.19 of Year To Date Return per Annual Yield. 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 Athena Value's earnings, one of the primary drivers of an investment's value.About Athena Value Financial Statements
Athena Value investors use historical fundamental indicators, such as Athena Value'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 Athena Value. Please read more on our technical analysis and fundamental analysis pages.
To achieve its investment objective, the fund seeks investment exposure to domestic, foreign and emerging market equity markets. It is designed to invest in global markets which the portfolio managers believe have the most attractive expected returns on an unconstrained basis. The strategy relies on what the portfolio managers believe to be unique market behavioral indicators that measure macro-level investor preferences for specific investment strategies and return factors.
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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 Athena Mutual Fund
Athena Value financial ratios help investors to determine whether Athena 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 Athena with respect to the benefits of owning Athena Value security.
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