Aegis Value Financial Statements From 2010 to 2025
| AVALX Fund | USD 39.98 0.29 0.73% |
Check Aegis Value financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Aegis Value's main balance sheet or income statement drivers, such as , as well as many indicators such as . Aegis financial statements analysis is a perfect complement when working with Aegis Value Valuation or Volatility modules.
Aegis |
Aegis Value Fund Mutual Fund Year To Date Return Analysis
Aegis Value'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 Aegis Value Year To Date Return | 8.45 % |
Most of Aegis Value'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, Aegis Value Fund 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.
| Competition |
In accordance with the company's disclosures, Aegis Value Fund has a Year To Date Return of 8.4495%. This is much higher than that of the Aegis family and significantly higher than that of the Small Value category. The year to date return for all United States funds is notably lower than that of the firm.
Aegis Value Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aegis Value's current stock value. Our valuation model uses many indicators to compare Aegis Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aegis Value competition to find correlations between indicators driving Aegis Value's intrinsic value. More Info.Aegis Value Fund is the top fund in price to earning among similar funds. It also is the top 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 Aegis Value Fund is roughly 8.04 . 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 Aegis Value's earnings, one of the primary drivers of an investment's value.About Aegis Value Financial Statements
Aegis Value investors use historical fundamental indicators, such as Aegis Value'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 Aegis Value. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks that the funds investment advisor believes are significantly undervalued relative to the market based on fundamental accounting measures including book value , revenues, or cash flow. It has no percentage allocation for investments in small- or mid-capitalization companies, and the fund may invest up to 100 percent of its portfolio in the securities of these companies.
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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 Aegis Mutual Fund
Aegis Value financial ratios help investors to determine whether Aegis 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 Aegis with respect to the benefits of owning Aegis Value security.
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