Copeland Smid Financial Statements From 2010 to 2024
| CSDGX Fund | USD 16.37 0.02 0.12% |
Check Copeland Smid financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Copeland Smid'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 Smid Valuation or Volatility modules.
Copeland |
Copeland Smid Cap Mutual Fund Three Year Return Analysis
Copeland Smid's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Copeland Smid Three Year Return | 4.63 % |
Most of Copeland Smid's fundamental indicators, such as Three 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, Copeland Smid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Copeland Smid Cap has a Three Year Return of 4.6293%. This is much higher than that of the Copeland Funds family and significantly higher than that of the Small Blend category. The three year return for all United States funds is notably lower than that of the firm.
Copeland Smid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Copeland Smid's current stock value. Our valuation model uses many indicators to compare Copeland Smid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Copeland Smid competition to find correlations between indicators driving Copeland Smid's intrinsic value. More Info.Copeland Smid Cap is fourth largest fund in annual yield among similar funds. It also is fourth largest fund in year to date return among similar funds creating about 1,803 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 Copeland Smid's earnings, one of the primary drivers of an investment's value.About Copeland Smid Financial Statements
Copeland Smid investors use historical fundamental indicators, such as Copeland Smid'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 Smid. Please read more on our technical analysis and fundamental analysis pages.
The fund is primarily composed of common and preferred stocks, master limited partnership units and equity real estate investment trusts of U.S. companies. Under normal market conditions, it invests at least 80 percent of its net assets in securities of small and mid-capitalization companies that pay a dividend and that have increased their dividend in the most recent annual period. The adviser sells securities when they fail to raise their dividend or no longer meet its fundamental stock selection criteria.
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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 Smid 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 Smid security.
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