American Beacon Financial Statements From 2010 to 2024
STSRX Fund | USD 16.90 0.04 0.24% |
Check American Beacon financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among American Beacon's main balance sheet or income statement drivers, such as , as well as many indicators such as . American financial statements analysis is a perfect complement when working with American Beacon Valuation or Volatility modules.
American |
American Beacon Stephens Mutual Fund Year To Date Return Analysis
American Beacon'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 American Beacon Year To Date Return | 22.95 % |
Most of American Beacon'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, American Beacon Stephens 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, American Beacon Stephens has a Year To Date Return of 22.9484%. This is much higher than that of the American Beacon family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
American Beacon Stephens Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining American Beacon's current stock value. Our valuation model uses many indicators to compare American Beacon value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across American Beacon competition to find correlations between indicators driving American Beacon's intrinsic value. More Info.American Beacon Stephens is rated top fund in year to date return among similar funds. It is rated fourth largest fund in one year return among similar funds reporting about 1.44 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 American Beacon's earnings, one of the primary drivers of an investment's value.About American Beacon Financial Statements
American Beacon investors use historical fundamental indicators, such as American Beacon'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 American Beacon. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of small capitalization companies. The funds manager considers a company to be a small capitalization company if it has a market capitalization, at the time of investment, similar to the market capitalizations of the companies in the Russell 2000 Index.
Also Currently Popular
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 American Mutual Fund
American Beacon financial ratios help investors to determine whether American 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 American with respect to the benefits of owning American Beacon security.
Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |