Scharf Global Financial Statements From 2010 to 2024
| WRLDX Fund | USD 38.20 0.15 0.39% |
Check Scharf Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Scharf Global's main balance sheet or income statement drivers, such as , as well as many indicators such as . Scharf financial statements analysis is a perfect complement when working with Scharf Global Valuation or Volatility modules.
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Scharf Global Opportunity Mutual Fund One Year Return Analysis
Scharf Global's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Scharf Global One Year Return | 17.80 % |
Most of Scharf Global's fundamental indicators, such as One 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, Scharf Global Opportunity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Scharf Global Opportunity has an One Year Return of 17.8043%. This is much higher than that of the Scharf Investments family and significantly higher than that of the World Large-Stock Value category. The one year return for all United States funds is notably lower than that of the firm.
Scharf Global Opportunity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Scharf Global's current stock value. Our valuation model uses many indicators to compare Scharf Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Scharf Global competition to find correlations between indicators driving Scharf Global's intrinsic value. More Info.Scharf Global Opportunity is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Scharf Global Opportunity is roughly 8.22 . 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 Scharf Global's earnings, one of the primary drivers of an investment's value.About Scharf Global Financial Statements
Scharf Global investors use historical fundamental indicators, such as Scharf Global'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 Scharf Global. Please read more on our technical analysis and fundamental analysis pages.
The fund primarily invests in U.S. and non-U.S. equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the fund may invest include, but are not limited to, common and preferred stock of companies of all size market capitalizations, rights and warrants. Under normal circumstances, the fund will invest at least 40 percent of its total assets in non-U.S. securities. During unusual market conditions, the fund will invest at least 30 percent of its total assets in non-U.S. 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 Scharf Mutual Fund
Scharf Global financial ratios help investors to determine whether Scharf 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 Scharf with respect to the benefits of owning Scharf Global security.
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