Essex Environmental Financial Statements From 2010 to 2025
| EEOFX Fund | USD 12.74 0.09 0.71% |
Check Essex Environmental financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Essex Environmental's main balance sheet or income statement drivers, such as , as well as many indicators such as . Essex financial statements analysis is a perfect complement when working with Essex Environmental Valuation or Volatility modules.
Essex |
Essex Environmental Opportunities Mutual Fund Five Year Return Analysis
Essex Environmental's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Essex Environmental Five Year Return | 9.54 % |
Most of Essex Environmental's fundamental indicators, such as Five 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, Essex Environmental Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Essex Environmental Opportunities has a Five Year Return of 9.54%. This is much higher than that of the Pear Tree Funds family and significantly higher than that of the World Small/Mid Stock category. The five year return for all United States funds is notably lower than that of the firm.
Essex Environmental Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Essex Environmental's current stock value. Our valuation model uses many indicators to compare Essex Environmental value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Essex Environmental competition to find correlations between indicators driving Essex Environmental's intrinsic value. More Info.Essex Environmental Opportunities is one of the top funds in year to date return among similar funds. It also is one of the top funds in one year return among similar funds reporting about 1.84 of One Year Return per Year To Date Return. 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 Essex Environmental's earnings, one of the primary drivers of an investment's value.About Essex Environmental Financial Statements
Essex Environmental investors use historical fundamental indicators, such as Essex Environmental'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 Essex Environmental. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, fund invests at least 80 percent of its net assets in equity securities of clean-tech companies. A clean-tech company is a company that the funds sub-adviser believes provides leading technology solutions to solve environmental challenges, primarily focusing on climate change. The fund invests in companies across all market capitalizations, although the advisor expects most to be small- and mid-cap 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 Essex Mutual Fund
Essex Environmental financial ratios help investors to determine whether Essex 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 Essex with respect to the benefits of owning Essex Environmental security.
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