Copeland Risk Financial Statements From 2010 to 2024
| CDCRX Fund | USD 11.73 0.06 0.51% |
Check Copeland Risk financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Copeland Risk's main balance sheet or income statement drivers, such as , as well as many indicators such as . Copeland financial statements analysis is a perfect complement when working with Copeland Risk Valuation or Volatility modules.
Copeland |
Copeland Risk Managed Mutual Fund Year To Date Return Analysis
Copeland Risk'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 Copeland Risk Year To Date Return | 14.81 % |
Most of Copeland Risk'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, Copeland Risk Managed 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, Copeland Risk Managed has a Year To Date Return of 14.8054%. This is much higher than that of the Copeland Funds family and significantly higher than that of the Mid-Cap Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Copeland Risk Managed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Copeland Risk's current stock value. Our valuation model uses many indicators to compare Copeland Risk value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Copeland Risk competition to find correlations between indicators driving Copeland Risk's intrinsic value. More Info.Copeland Risk Managed 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 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Copeland Risk Managed is roughly 5.81 . 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 Copeland Risk's earnings, one of the primary drivers of an investment's value.About Copeland Risk Financial Statements
Copeland Risk investors use historical fundamental indicators, such as Copeland Risk'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 Copeland Risk. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objectives of producing long-term capital appreciation and income generation, by applying its fundamental stock selection to purchase equities of companies with a proven track record of dividend growth. Under normal market conditions, the fund invests at least 80 percent of its net assets in securities that have increased their dividend for a minimum of five consecutive years.
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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 Copeland Mutual Fund
Copeland Risk financial ratios help investors to determine whether Copeland 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 Copeland with respect to the benefits of owning Copeland Risk security.
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