Pinnacle Sherman Financial Statements From 2010 to 2024
| CPSHX Fund | USD 12.73 0.18 1.43% |
Check Pinnacle Sherman financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Pinnacle Sherman's main balance sheet or income statement drivers, such as , as well as many indicators such as . Pinnacle financial statements analysis is a perfect complement when working with Pinnacle Sherman Valuation or Volatility modules.
Pinnacle |
Pinnacle Sherman Multi Strategy Mutual Fund Five Year Return Analysis
Pinnacle Sherman'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 Pinnacle Sherman Five Year Return | 7.23 % |
Most of Pinnacle Sherman'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, Pinnacle Sherman Multi Strategy 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.
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According to the company disclosure, Pinnacle Sherman Multi Strategy has a Five Year Return of 7.2293%. This is much higher than that of the Pinnacle 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.
Pinnacle Sherman Multi Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pinnacle Sherman's current stock value. Our valuation model uses many indicators to compare Pinnacle Sherman value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pinnacle Sherman competition to find correlations between indicators driving Pinnacle Sherman's intrinsic value. More Info.Pinnacle Sherman Multi Strategy is rated below average in year to date return among similar funds. It also is rated below average in one year return among similar funds reporting about 1.14 of One Year Return per Year To Date Return. 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 Pinnacle Sherman's earnings, one of the primary drivers of an investment's value.About Pinnacle Sherman Financial Statements
Pinnacle Sherman investors use historical fundamental indicators, such as Pinnacle Sherman'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 Pinnacle Sherman. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to meet its investment objective by investing, under normal market conditions, in foreign and domestic equity securities of all market capitalizations, fixed income securities of any credit quality, and cash and cash equivalents. The advisor intends to generally invest in a mix of asset classes. It may invest in individual securities or in exchange traded funds , and may invest in emerging markets.
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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 Pinnacle Mutual Fund
Pinnacle Sherman financial ratios help investors to determine whether Pinnacle 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 Pinnacle with respect to the benefits of owning Pinnacle Sherman security.
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