Ips Strategic Financial Statements From 2010 to 2024
| IPSAX Fund | USD 12.00 0.24 1.96% |
Check Ips Strategic financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ips Strategic's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ips financial statements analysis is a perfect complement when working with Ips Strategic Valuation or Volatility modules.
Ips |
Ips Strategic Capital Mutual Fund Three Year Return Analysis
Ips Strategic'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 Ips Strategic Three Year Return | 5.44 % |
Most of Ips Strategic'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, Ips Strategic Capital 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, Ips Strategic Capital has a Three Year Return of 5.4394%. This is much higher than that of the WP Trust family and significantly higher than that of the Options Trading category. The three year return for all United States funds is notably lower than that of the firm.
Ips Strategic Capital Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ips Strategic's current stock value. Our valuation model uses many indicators to compare Ips Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ips Strategic competition to find correlations between indicators driving Ips Strategic's intrinsic value. More Info.Ips Strategic Capital is currently considered the top fund in year to date return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 1.07 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 Ips Strategic's earnings, one of the primary drivers of an investment's value.About Ips Strategic Financial Statements
Ips Strategic investors use historical fundamental indicators, such as Ips Strategic'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 Ips Strategic. Please read more on our technical analysis and fundamental analysis pages.
The funds primary strategy consists of selling and purchasing put and call options on equity indexes and exchange traded funds. The sale of put options generates income for the fund, but exposes it to the risk of declines in the value of the underlying assets. The risk in purchasing options is limited to the premium paid by the fund for the options. The sale of call options generates income for the fund but may limit the funds participation in equity market gains. The funds investment adviser seeks to reduce the overall volatility of returns by managing a portfolio of options. It is non-diversified.
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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 Ips Mutual Fund
Ips Strategic financial ratios help investors to determine whether Ips 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 Ips with respect to the benefits of owning Ips Strategic security.
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