Copley Fund Financial Statements From 2010 to 2024
| COPLX Fund | USD 179.49 4.35 2.37% |
Check Copley Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Copley Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Copley financial statements analysis is a perfect complement when working with Copley Fund Valuation or Volatility modules.
Copley |
Copley Fund Inc Mutual Fund Year To Date Return Analysis
Copley Fund'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 Copley Fund Year To Date Return | 21.29 % |
Most of Copley Fund'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, Copley Fund Inc 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, Copley Fund Inc has a Year To Date Return of 21.2884%. This is much higher than that of the Copley family and significantly higher than that of the Large Value category. The year to date return for all United States funds is notably lower than that of the firm.
Copley Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Copley Fund's current stock value. Our valuation model uses many indicators to compare Copley Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Copley Fund competition to find correlations between indicators driving Copley Fund's intrinsic value. More Info.Copley Fund Inc is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Copley Fund Inc is roughly 9.72 . 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 Copley Fund's earnings, one of the primary drivers of an investment's value.About Copley Fund Financial Statements
Copley Fund investors use historical fundamental indicators, such as Copley Fund'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 Copley Fund. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets in equity securities of domestic companies with medium to large market capitalizations .
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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 Copley Mutual Fund
Copley Fund financial ratios help investors to determine whether Copley 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 Copley with respect to the benefits of owning Copley Fund security.
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