Ladenburg Growth Financial Statements From 2010 to 2024
| LOWAX Fund | USD 15.54 0.04 0.26% |
Check Ladenburg Growth financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ladenburg Growth'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 Growth Valuation or Volatility modules.
Ladenburg |
Ladenburg Growth Income Mutual Fund Year To Date Return Analysis
Ladenburg Growth'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 Growth Year To Date Return | 14.83 % |
Most of Ladenburg Growth'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 Growth Income 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 Growth Income has a Year To Date Return of 14.8265%. This is much higher than that of the Ladenburg Thalmann family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Ladenburg Growth Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ladenburg Growth's current stock value. Our valuation model uses many indicators to compare Ladenburg Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ladenburg Growth competition to find correlations between indicators driving Ladenburg Growth's intrinsic value. More Info.Ladenburg Growth Income is rated second overall fund in annual yield among similar funds. It also is rated second overall fund in year to date return among similar funds creating about 1,399 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 Growth's earnings, one of the primary drivers of an investment's value.About Ladenburg Growth Financial Statements
Ladenburg Growth investors use historical fundamental indicators, such as Ladenburg Growth'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 Growth. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve the funds investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds , exchange-traded notes and mutual funds . It may invest up to 40 percent of its net assets in underlying funds that primarily invest in foreign securities. The funds adviser invests the funds assets in the underlying funds in accordance with the following ranges Equity 40-70 Fixed Income 20-50 Alternatives 0-20.
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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 Growth 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 Growth security.
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