Logan Circle Financial Statements From 2010 to 2025
| LPCYX Fund | USD 7.26 0.02 0.27% |
Check Logan Circle financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Logan Circle's main balance sheet or income statement drivers, such as , as well as many indicators such as . Logan financial statements analysis is a perfect complement when working with Logan Circle Valuation or Volatility modules.
Logan |
Logan Circle Partners Mutual Fund Year To Date Return Analysis
Logan Circle'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 Logan Circle Year To Date Return | 0.95 % |
Most of Logan Circle'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, Logan Circle Partners 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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Based on the company's disclosures, Logan Circle Partners has a Year To Date Return of 0.9462%. This is much higher than that of the Logan Circle Partners family and significantly higher than that of the Intermediate Core Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Logan Circle Partners Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Logan Circle's current stock value. Our valuation model uses many indicators to compare Logan Circle value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Logan Circle competition to find correlations between indicators driving Logan Circle's intrinsic value. More Info.Logan Circle Partners is rated second overall fund in annual yield among similar funds. It is number one fund in year to date return among similar funds creating about 295.69 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 Logan Circle's earnings, one of the primary drivers of an investment's value.About Logan Circle Financial Statements
Logan Circle investors use historical fundamental indicators, such as Logan Circle'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 Logan Circle. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests in a portfolio of investment grade, U.S. fixed income securities of any maturity or duration. It also may invest up to 20 percent of its net assets in any combination of high yield bonds and non-U.S. fixed income securities, including emerging market bonds. The fund will invest primarily in U.S. corporate, government, mortgage-backed and asset-backed fixed income securities and privately issued securities, but may also invest in U.S. Treasury interest rate futures, forward currency contracts and credit default swaps.
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Other Information on Investing in Logan Mutual Fund
Logan Circle financial ratios help investors to determine whether Logan 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 Logan with respect to the benefits of owning Logan Circle security.
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