Ladenburg Income Financial Statements From 2010 to 2024
| LNOAX Fund | USD 13.49 0.03 0.22% |
Check Ladenburg Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ladenburg Income's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ladenburg financial statements analysis is a perfect complement when working with Ladenburg Income Valuation or Volatility modules.
Ladenburg |
Ladenburg Income Growth Mutual Fund Year To Date Return Analysis
Ladenburg Income'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 Ladenburg Income Year To Date Return | 12.04 % |
Most of Ladenburg Income'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, Ladenburg Income Growth 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 |
Based on the company's disclosures, Ladenburg Income Growth has a Year To Date Return of 12.0391%. This is much higher than that of the Ladenburg Thalmann family and significantly higher than that of the Allocation--30% to 50% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Ladenburg Income Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ladenburg Income's current stock value. Our valuation model uses many indicators to compare Ladenburg Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ladenburg Income competition to find correlations between indicators driving Ladenburg Income's intrinsic value. More Info.Ladenburg Income Growth is rated third overall fund in annual yield among similar funds. It also is rated third overall fund in year to date return among similar funds creating about 771.74 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 Ladenburg Income's earnings, one of the primary drivers of an investment's value.About Ladenburg Income Financial Statements
Ladenburg Income investors use historical fundamental indicators, such as Ladenburg Income'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 Ladenburg Income. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing in a combination of equity, fixed income and alternative strategy ETFs, ETNs and mutual funds. Its adviser invests the funds assets in the underlying funds in accordance with the following ranges Equity 20-50 Fixed Income 40-70 Alternatives 0-20. The fund may invest up to 25 percent of its net assets in underlying funds that primarily invest in foreign securities.
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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 Ladenburg Mutual Fund
Ladenburg Income financial ratios help investors to determine whether Ladenburg 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 Ladenburg with respect to the benefits of owning Ladenburg Income security.
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