Empiric 2500 Financial Statements From 2010 to 2024
| EMCAX Fund | USD 67.00 0.64 0.96% |
Check Empiric 2500 financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Empiric 2500's main balance sheet or income statement drivers, such as , as well as many indicators such as . Empiric financial statements analysis is a perfect complement when working with Empiric 2500 Valuation or Volatility modules.
Empiric |
Empiric 2500 Fund Mutual Fund Year To Date Return Analysis
Empiric 2500'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 Empiric 2500 Year To Date Return | 15.53 % |
Most of Empiric 2500'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, Empiric 2500 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.
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According to the company's disclosures, Empiric 2500 Fund has a Year To Date Return of 15.5256%. This is much higher than that of the Empiric Funds family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Empiric 2500 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Empiric 2500's current stock value. Our valuation model uses many indicators to compare Empiric 2500 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Empiric 2500 competition to find correlations between indicators driving Empiric 2500's intrinsic value. More Info.Empiric 2500 Fund is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 0.20 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Empiric 2500 Fund is roughly 4.95 . 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 Empiric 2500's earnings, one of the primary drivers of an investment's value.About Empiric 2500 Financial Statements
Empiric 2500 investors use historical fundamental indicators, such as Empiric 2500'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 Empiric 2500. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by primarily investing in the equity securities of domestic small and mid-capitalization growth companies. It seeks capital appreciation by investing in companies that the Advisor believes are undervalued and that have characteristics the Advisor deems will likely cause those stocks to appreciate in the near future.
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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 Empiric Mutual Fund
Empiric 2500 financial ratios help investors to determine whether Empiric 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 Empiric with respect to the benefits of owning Empiric 2500 security.
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