Hennessy Large Financial Statements From 2010 to 2025
| HILFX Fund | USD 28.70 0.09 0.31% |
Check Hennessy Large financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Hennessy Large's main balance sheet or income statement drivers, such as , as well as many indicators such as . Hennessy financial statements analysis is a perfect complement when working with Hennessy Large Valuation or Volatility modules.
Hennessy |
Hennessy Large Cap Mutual Fund Year To Date Return Analysis
Hennessy Large'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 Hennessy Large Year To Date Return | 5.79 % |
Most of Hennessy Large'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, Hennessy Large Cap 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, Hennessy Large Cap has a Year To Date Return of 5.7874%. This is much higher than that of the Hennessy family and significantly higher than that of the Financial category. The year to date return for all United States funds is notably lower than that of the firm.
Hennessy Large Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hennessy Large's current stock value. Our valuation model uses many indicators to compare Hennessy Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hennessy Large competition to find correlations between indicators driving Hennessy Large's intrinsic value. More Info.Hennessy Large Cap is rated # 2 fund in price to earning among similar funds. It is one of the top funds in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Hennessy Large Cap is about 293.06 . 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 Hennessy Large's earnings, one of the primary drivers of an investment's value.About Hennessy Large Financial Statements
Hennessy Large investors use historical fundamental indicators, such as Hennessy Large'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 Hennessy Large. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in companies whose securities are listed on U.S. national securities exchanges, including through American Depositary Receipts , which are U.S. dollar-denominated securities of foreign issuers listed on U.S. national securities exchanges. It invests at least 80 percent of its net assets in securities of large-cap companies principally engaged in the business of providing financial services, including information technology companies that are primarily engaged in providing products or services to financial services companies. The fund is non-diversified.
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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 Hennessy Mutual Fund
Hennessy Large financial ratios help investors to determine whether Hennessy 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 Hennessy with respect to the benefits of owning Hennessy Large security.
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