Polen Small Financial Statements From 2010 to 2024
| PBSRX Fund | USD 15.76 0.09 0.57% |
Check Polen Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Polen Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Polen financial statements analysis is a perfect complement when working with Polen Small Valuation or Volatility modules.
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Polen Small Mutual Fund Year To Date Return Analysis
Polen Small'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 Polen Small Year To Date Return | 12.87 % |
Most of Polen Small'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, Polen Small 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, Polen Small has a Year To Date Return of 12.8692%. This is much higher than that of the Polen Capital family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Polen Small Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Polen Small's current stock value. Our valuation model uses many indicators to compare Polen Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen Small competition to find correlations between indicators driving Polen Small's intrinsic value. More Info.Polen Small is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 1.63 of One Year Return per Year To Date Return. 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 Polen Small's earnings, one of the primary drivers of an investment's value.About Polen Small Financial Statements
Polen Small investors use historical fundamental indicators, such as Polen Small'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 Polen Small. Please read more on our technical analysis and fundamental analysis pages.
The fund typically invests in a focused portfolio of common stocks of small companies and, under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. issuers that are small companies. The Adviser considers small companies for this purpose to be those companies that, at the time of purchase, are generally within the range of the market capitalizations of companies in the Russell 2000 Index and the SP SmallCap 600 Index. 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 Polen Mutual Fund
Polen Small financial ratios help investors to determine whether Polen 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 Polen with respect to the benefits of owning Polen Small security.
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