Fuller Thaler Financial Statements From 2010 to 2024
| FTVAX Fund | USD 36.04 0.16 0.44% |
Check Fuller Thaler financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Fuller Thaler's main balance sheet or income statement drivers, such as , as well as many indicators such as . Fuller financial statements analysis is a perfect complement when working with Fuller Thaler Valuation or Volatility modules.
Fuller |
Fuller Thaler Behavioral Mutual Fund One Year Return Analysis
Fuller Thaler's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fuller Thaler One Year Return | 1.44 % |
Most of Fuller Thaler's fundamental indicators, such as One 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, Fuller Thaler Behavioral is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Fuller Thaler Behavioral has an One Year Return of 1.44%. This is much higher than that of the Fuller & Thaler Asset Mgmt family and significantly higher than that of the Mid-Cap Value category. The one year return for all United States funds is notably lower than that of the firm.
Fuller Thaler Behavioral Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fuller Thaler's current stock value. Our valuation model uses many indicators to compare Fuller Thaler value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fuller Thaler competition to find correlations between indicators driving Fuller Thaler's intrinsic value. More Info.Fuller Thaler Behavioral is rated # 3 fund in annual yield among similar funds. It also is rated # 3 fund in year to date return among similar funds . 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 Fuller Thaler's earnings, one of the primary drivers of an investment's value.About Fuller Thaler Financial Statements
Fuller Thaler investors use historical fundamental indicators, such as Fuller Thaler'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 Fuller Thaler. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing at least 80 percent of its net assets in common stocks of medium capitalization companies based in the U.S. . It may also invest a portion of its assets in real estate investment trusts .
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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 Fuller Mutual Fund
Fuller Thaler financial ratios help investors to determine whether Fuller 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 Fuller with respect to the benefits of owning Fuller Thaler security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |