Cohen Steers Financial Statements From 2010 to 2024
| LPXAX Fund | USD 9.49 0.04 0.42% |
Check Cohen Steers financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Cohen Steers' main balance sheet or income statement drivers, such as , as well as many indicators such as . Cohen financial statements analysis is a perfect complement when working with Cohen Steers Valuation or Volatility modules.
Cohen |
Cohen Steers Low Mutual Fund Year To Date Return Analysis
Cohen Steers' 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 Cohen Steers Year To Date Return | 8.56 % |
Most of Cohen Steers' 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, Cohen Steers Low 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.
| Competition |
Based on the company's disclosures, Cohen Steers Low has a Year To Date Return of 8.5571%. This is much higher than that of the Cohen & Steers family and significantly higher than that of the Preferred Stock category. The year to date return for all United States funds is notably lower than that of the firm.
Cohen Steers Low Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cohen Steers's current stock value. Our valuation model uses many indicators to compare Cohen Steers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cohen Steers competition to find correlations between indicators driving Cohen Steers's intrinsic value. More Info.Cohen Steers Low is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 2,760 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 Cohen Steers' earnings, one of the primary drivers of an investment's value.About Cohen Steers Financial Statements
Cohen Steers investors use historical fundamental indicators, such as Cohen Steers' 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 Cohen Steers. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in a portfolio of preferred and other income securities issued by U.S. and non-U.S. companies, which may be either exchange-traded or available over-the-counter . It also will invest at least 25 percent of its net assets in the financials sector, which is comprised of the bank, diversified financials, real estate and insurance industries.
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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 Cohen Mutual Fund
Cohen Steers financial ratios help investors to determine whether Cohen 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 Cohen with respect to the benefits of owning Cohen Steers security.
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