Dynamic Total Financial Statements From 2010 to 2024
| AVGAX Fund | USD 13.78 0.01 0.07% |
Check Dynamic Total financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dynamic Total's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dynamic financial statements analysis is a perfect complement when working with Dynamic Total Valuation or Volatility modules.
Dynamic |
Dynamic Total Return Mutual Fund Year To Date Return Analysis
Dynamic Total'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 Dynamic Total Year To Date Return | 11.23 % |
Most of Dynamic Total'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, Dynamic Total Return 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, Dynamic Total Return has a Year To Date Return of 11.2313%. This is much higher than that of the BNY Mellon family and significantly higher than that of the Macro Trading category. The year to date return for all United States funds is notably lower than that of the firm.
Dynamic Total Return Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dynamic Total's current stock value. Our valuation model uses many indicators to compare Dynamic Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dynamic Total competition to find correlations between indicators driving Dynamic Total's intrinsic value. More Info.Dynamic Total Return 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 Dynamic Total Return is roughly 8.43 . 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 Dynamic Total's earnings, one of the primary drivers of an investment's value.About Dynamic Total Financial Statements
Dynamic Total investors use historical fundamental indicators, such as Dynamic Total'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 Dynamic Total. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests in instruments that provide investment exposure to global equity, bond, currency and commodity markets, and in fixed-income securities. It may invest in instruments that provide economic exposure to developed and, to a limited extent, emerging market issuers. The fund may invest up to 30 percent of its net assets in emerging market issuers and considers emerging market countries to be those included in the Morgan Stanley Capital International Emerging Markets Index.
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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 Dynamic Mutual Fund
Dynamic Total financial ratios help investors to determine whether Dynamic 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 Dynamic with respect to the benefits of owning Dynamic Total security.
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