Forum Funds Financial Statements From 2010 to 2025
| FLXIX Fund | USD 10.33 0.01 0.1% |
Check Forum Funds financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Forum Funds' main balance sheet or income statement drivers, such as , as well as many indicators such as . Forum financial statements analysis is a perfect complement when working with Forum Funds Valuation or Volatility modules.
Forum |
Forum Funds Mutual Fund One Year Return Analysis
Forum Funds' One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Forum Funds One Year Return | 9.53 % |
Most of Forum Funds' fundamental indicators, such as One 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, Forum Funds is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Forum Funds has an One Year Return of 9.529%. This is much higher than that of the Absolute Strategies family and significantly higher than that of the Convertibles category. The one year return for all United States funds is notably lower than that of the firm.
Forum Funds Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Forum Funds's current stock value. Our valuation model uses many indicators to compare Forum Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Forum Funds competition to find correlations between indicators driving Forum Funds's intrinsic value. More Info.Forum Funds 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 49.69 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 Forum Funds' earnings, one of the primary drivers of an investment's value.About Forum Funds Financial Statements
Forum Funds investors use historical fundamental indicators, such as Forum Funds' 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 Forum Funds. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of convertible securities issued by both U.S. and foreign companies. These convertible securities are typically debt securities or preferred stocks that can be exchanged for, or convert automatically to, common stock. The fund may invest, long or short, in securities of issuers of any market capitalization in the U.S. or abroad.
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Other Information on Investing in Forum Mutual Fund
Forum Funds financial ratios help investors to determine whether Forum 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 Forum with respect to the benefits of owning Forum Funds security.
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