Driehaus Small Financial Statements From 2010 to 2024
| DVSMX Fund | USD 24.75 0.27 1.08% |
Check Driehaus Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Driehaus Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Driehaus financial statements analysis is a perfect complement when working with Driehaus Small Valuation or Volatility modules.
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Driehaus Small Cap Mutual Fund Three Year Return Analysis
Driehaus Small's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Driehaus Small Three Year Return | 4.79 % |
Most of Driehaus Small's fundamental indicators, such as Three Year 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, Driehaus Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Driehaus Small Cap has a Three Year Return of 4.788%. This is much higher than that of the Driehaus family and significantly higher than that of the Small Growth category. The three year return for all United States funds is notably lower than that of the firm.
Driehaus Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Driehaus Small's current stock value. Our valuation model uses many indicators to compare Driehaus Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Driehaus Small competition to find correlations between indicators driving Driehaus Small's intrinsic value. More Info.Driehaus Small Cap is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 15,492 of Year To Date Return per Annual Yield. 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 Driehaus Small's earnings, one of the primary drivers of an investment's value.About Driehaus Small Financial Statements
Driehaus Small investors use historical fundamental indicators, such as Driehaus Small'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 Driehaus Small. Please read more on our technical analysis and fundamental analysis pages.
The fund uses a growth style of investment in equity securities, including common stocks and other equity securities of issuers. Under normal market conditions, it invests at least 80 percent of its net assets in the equity securities of U.S. small-capitalization companies. The fund may invest in companies with limited or no operating histories.
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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 Driehaus Mutual Fund
Driehaus Small financial ratios help investors to determine whether Driehaus 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 Driehaus with respect to the benefits of owning Driehaus Small security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |