Pzena Small Three Year Return vs. Annual Yield
| PZISX Fund | USD 15.99 0.10 0.62% |
For Pzena Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pzena Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pzena Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pzena Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pzena Small Cap over time as well as its relative position and ranking within its peers.
Pzena |
Pzena Small Cap Annual Yield vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Pzena Small's current stock value. Our valuation model uses many indicators to compare Pzena Small value to that of its competitors to determine the firm's financial worth. Pzena Small Cap is regarded fifth largest fund in three year return among similar funds. It also is regarded fifth largest fund in annual yield among similar funds . The ratio of Three Year Return to Annual Yield for Pzena Small Cap is about 6,760 . 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 Pzena Small's earnings, one of the primary drivers of an investment's value.Pzena Annual Yield vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Pzena Small |
| = | 10.14 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Pzena Small |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Pzena Annual Yield Comparison
Pzena Small is regarded fourth largest fund in annual yield among similar funds.
Pzena Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Pzena Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pzena Small will eventually generate negative long term returns. The profitability progress is the general direction of Pzena Small's change in net profit over the period of time. It can combine multiple indicators of Pzena Small, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The investment seeks to achieve long-term capital appreciation. Pzena Small is traded on NASDAQ Exchange in the United States.
Pzena Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Pzena Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Pzena Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Pzena Small's important profitability drivers and their relationship over time.
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Warren Buffett Holdings
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 45 constituents at this time.
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Other Information on Investing in Pzena Mutual Fund
To fully project Pzena Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pzena Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Pzena Small's income statement, its balance sheet, and the statement of cash flows.
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