Astonanchor Capital Financial Statements From 2010 to 2024
Astonanchor Capital financial statements provide useful quarterly and yearly information to potential Astonanchor Capital Enhanced investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Astonanchor Capital financial statements helps investors assess Astonanchor Capital's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Astonanchor Capital's valuation are summarized below:Astonanchor Capital Enhanced does not presently have any fundamental signals for analysis.
This module can also supplement various Astonanchor Capital Technical models . Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state.
Check Astonanchor Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Astonanchor main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Astonanchor financial statements analysis is a perfect complement when working with Astonanchor Capital Valuation or Volatility modules.
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Astonanchor Capital Enhanced Mutual Fund Year To Date Return Analysis
Astonanchor Capital'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 Astonanchor Capital Year To Date Return | 7.96 % |
Most of Astonanchor Capital'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, Astonanchor Capital Enhanced 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.
CompetitionIn accordance with the company's disclosures, Astonanchor Capital Enhanced has a Year To Date Return of 7.96%. This is much higher than that of the Category family and notably higher than that of the Family category. The year to date return for all United States funds is notably lower than that of the firm.
Astonanchor Capital Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Astonanchor Capital's current stock value. Our valuation model uses many indicators to compare Astonanchor Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Astonanchor Capital competition to find correlations between indicators driving Astonanchor Capital's intrinsic value. More Info.Astonanchor Capital Enhanced is third largest fund in price to earning among similar funds. It is second largest fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Astonanchor Capital Enhanced is roughly 6.86 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Astonanchor Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Astonanchor Capital'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 Astonanchor Capital's earnings, one of the primary drivers of an investment's value.Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Astonanchor Capital in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Astonanchor Capital's short interest history, or implied volatility extrapolated from Astonanchor Capital options trading.
Pair Trading with Astonanchor Capital
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Astonanchor Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Astonanchor Capital will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Sunoco LP could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sunoco LP when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Sunoco LP - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Sunoco LP to buy it.
The correlation of Sunoco LP is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Sunoco LP moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sunoco LP moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Sunoco LP can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Other Consideration for investing in Astonanchor Mutual Fund
If you are still planning to invest in Astonanchor Capital check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Astonanchor Capital's history and understand the potential risks before investing.
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