Ariel Appreciation Financial Statements From 2010 to 2024
| CAAPX Fund | USD 45.10 0.12 0.27% |
Check Ariel Appreciation financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ariel Appreciation's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ariel financial statements analysis is a perfect complement when working with Ariel Appreciation Valuation or Volatility modules.
Ariel |
Ariel Appreciation Fund Mutual Fund Annual Yield Analysis
Ariel Appreciation's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Ariel Appreciation Annual Yield | 0.01 % |
Most of Ariel Appreciation's fundamental indicators, such as Annual Yield, 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, Ariel Appreciation Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Ariel Appreciation Fund has an Annual Yield of 0.0072%. This is much higher than that of the Ariel Investments family and significantly higher than that of the Mid-Cap Value category. The annual yield for all United States funds is notably lower than that of the firm.
Ariel Appreciation Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ariel Appreciation's current stock value. Our valuation model uses many indicators to compare Ariel Appreciation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ariel Appreciation competition to find correlations between indicators driving Ariel Appreciation's intrinsic value. More Info.Ariel Appreciation Fund is second largest fund in price to earning among similar funds. It also is second largest fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ariel Appreciation Fund is roughly 7.87 . 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 Ariel Appreciation's earnings, one of the primary drivers of an investment's value.About Ariel Appreciation Financial Statements
Ariel Appreciation investors use historical fundamental indicators, such as Ariel Appreciation'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 Ariel Appreciation. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap Index, measured at the time of initial purchase. The funds strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets Active patience, Independent Thinking, Focused Expertise, and Bold Teamwork.
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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 Ariel Mutual Fund
Ariel Appreciation financial ratios help investors to determine whether Ariel 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 Ariel with respect to the benefits of owning Ariel Appreciation security.
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