Nationwide Loomis Financial Statements From 2010 to 2024
| NWADX Fund | USD 21.17 0.04 0.19% |
Check Nationwide Loomis financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Nationwide Loomis' main balance sheet or income statement drivers, such as , as well as many indicators such as . Nationwide financial statements analysis is a perfect complement when working with Nationwide Loomis Valuation or Volatility modules.
Nationwide |
Nationwide Loomis All Mutual Fund Year To Date Return Analysis
Nationwide Loomis' 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 Nationwide Loomis Year To Date Return | 33.59 % |
Most of Nationwide Loomis' 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, Nationwide Loomis All 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, Nationwide Loomis All has a Year To Date Return of 33.5888%. This is much higher than that of the Nationwide family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Nationwide Loomis All Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Nationwide Loomis's current stock value. Our valuation model uses many indicators to compare Nationwide Loomis value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nationwide Loomis competition to find correlations between indicators driving Nationwide Loomis's intrinsic value. More Info.Nationwide Loomis All is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 1.22 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 Nationwide Loomis' earnings, one of the primary drivers of an investment's value.About Nationwide Loomis Financial Statements
Nationwide Loomis investors use historical fundamental indicators, such as Nationwide Loomis' 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 Nationwide Loomis. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest in equity securities, primarily common stocks, issued by companies of any size. It normally will invest across a wide range of sectors and industries, using a growth style of equity management that emphasizes companies with sustainable competitive advantages versus others, long-term structural growth drivers that the subadviser believes will lead to above-average future cash flow growth, attractive cash flow returns on invested capital, and management teams focused on creating long-term value for shareholders.
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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 Nationwide Mutual Fund
Nationwide Loomis financial ratios help investors to determine whether Nationwide 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 Nationwide with respect to the benefits of owning Nationwide Loomis security.
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