Global Core Financial Statements From 2010 to 2024
| MLMAX Fund | USD 19.36 0.18 0.94% |
Check Global Core financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Global main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Global financial statements analysis is a perfect complement when working with Global Core Valuation or Volatility modules.
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Global E Portfolio Mutual Fund Year To Date Return Analysis
Global Core'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 Global Core Year To Date Return | 15.38 % |
Most of Global Core'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, Global E Portfolio 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.
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Based on the company's disclosures, Global E Portfolio has a Year To Date Return of 15.3755%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the World Large-Stock Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Global E Portfolio Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Core's current stock value. Our valuation model uses many indicators to compare Global Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Core competition to find correlations between indicators driving Global Core's intrinsic value. More Info.Global E Portfolio is number one fund in annual yield among similar funds. It is number one fund in year to date return among similar funds creating about 3,942 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Global Core by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Global Core'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 Global Core's earnings, one of the primary drivers of an investment's value.About Global Core Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Global Core income statement, its balance sheet, and the statement of cash flows. Global Core investors use historical funamental indicators, such as Global Core's revenue or net income, to determine how well the company is positioned to perform in the future. Although Global Core investors may use each financial statement separately, they are all related. The changes in Global Core's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Global Core'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 Global Core Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Global Core. Please read more on our technical analysis and fundamental analysis pages.
The Adviser seeks to achieve the funds investment objective by investing primarily in U.S. and non-U.S. companies. The Adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above-average appreciation potential and competitive dividend yields. The Adviser primarily uses a sector-neutral factor model that is broadly grouped into the following four categories momentumrisk, valuation, quality and growth to help identify market drivers. The fund is non-diversified.
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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 Global Core Correlation against competitors. Note that the Global E Portfolio information on this page should be used as a complementary analysis to other Global Core's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.