Litman Gregory Financial Statements From 2010 to 2025
| MAHIX Fund | USD 9.91 0.01 0.10% |
Check Litman Gregory financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Litman Gregory's main balance sheet or income statement drivers, such as , as well as many indicators such as . Litman financial statements analysis is a perfect complement when working with Litman Gregory Valuation or Volatility modules.
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Litman Gregory Masters Mutual Fund Year To Date Return Analysis
Litman Gregory'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 Litman Gregory Year To Date Return | 1.03 % |
Most of Litman Gregory'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, Litman Gregory Masters 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, Litman Gregory Masters has a Year To Date Return of 1.0298%. This is much higher than that of the iM Global Partner Fund Management family and significantly higher than that of the Nontraditional Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Litman Gregory Masters Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Litman Gregory's current stock value. Our valuation model uses many indicators to compare Litman Gregory value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Litman Gregory competition to find correlations between indicators driving Litman Gregory's intrinsic value. More Info.Litman Gregory Masters 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 1,144 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 Litman Gregory's earnings, one of the primary drivers of an investment's value.About Litman Gregory Financial Statements
Litman Gregory investors use historical fundamental indicators, such as Litman Gregory'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 Litman Gregory. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in a mix of strategies that the advisor believes offer risk-return characteristics that are attractive individually and even more compelling collectively. Under normal market conditions, the advisor does not expect to invest more than 25 percent of its total assets in emerging market securities the advisor defines an emerging market country as any country that is included in the MSCI Emerging Markets Index.
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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 Litman Mutual Fund
Litman Gregory financial ratios help investors to determine whether Litman 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 Litman with respect to the benefits of owning Litman Gregory security.
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