Anchor Tactical Financial Statements From 2010 to 2024
| ATESX Fund | USD 14.41 0.02 0.14% |
Check Anchor Tactical financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Anchor main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Anchor financial statements analysis is a perfect complement when working with Anchor Tactical Valuation or Volatility modules.
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Anchor Tactical Equity Mutual Fund Five Year Return Analysis
Anchor Tactical's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Anchor Tactical Five Year Return | 8.67 % |
Most of Anchor Tactical's fundamental indicators, such as Five 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, Anchor Tactical Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Anchor Tactical Equity has a Five Year Return of 8.6733%. This is much higher than that of the Anchor family and significantly higher than that of the Long-Short Equity category. The five year return for all United States funds is notably lower than that of the firm.
Anchor Tactical Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Anchor Tactical's current stock value. Our valuation model uses many indicators to compare Anchor Tactical value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Anchor Tactical competition to find correlations between indicators driving Anchor Tactical's intrinsic value. More Info.Anchor Tactical Equity is fourth largest fund in annual yield among similar funds. It is fourth largest fund in year to date return among similar funds creating about 574.66 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Anchor Tactical by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Anchor Tactical's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Anchor Tactical's earnings, one of the primary drivers of an investment's value.About Anchor Tactical Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Anchor Tactical income statement, its balance sheet, and the statement of cash flows. Anchor Tactical investors use historical funamental indicators, such as Anchor Tactical's revenue or net income, to determine how well the company is positioned to perform in the future. Although Anchor Tactical investors may use each financial statement separately, they are all related. The changes in Anchor Tactical's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Anchor Tactical's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Anchor Tactical Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Anchor Tactical. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests, directly or indirectly through unaffiliated exchange traded funds and mutual funds, at least 80 percent of its net assets in long and short positions in equity securities. It may invest in inverse funds linked to equity securities or indices when the adviser believes this strategy will provide an effective hedge to manage risk for the funds equity investments.
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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.Check out the analysis of Anchor Tactical Correlation against competitors. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.