Sterling Capital Financial Statements From 2010 to 2024
| STSOX Fund | USD 34.32 0.30 0.87% |
Check Sterling Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Sterling Capital's main balance sheet or income statement drivers, such as , as well as many indicators such as . Sterling financial statements analysis is a perfect complement when working with Sterling Capital Valuation or Volatility modules.
Sterling |
Sterling Capital Stratton Mutual Fund Year To Date Return Analysis
Sterling Capital'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 Sterling Capital Year To Date Return | 18.31 % |
Most of Sterling Capital'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, Sterling Capital Stratton 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, Sterling Capital Stratton has a Year To Date Return of 18.3051%. This is much higher than that of the Sterling Capital Funds family and significantly higher than that of the Small Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Sterling Capital Stratton Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sterling Capital's current stock value. Our valuation model uses many indicators to compare Sterling Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sterling Capital competition to find correlations between indicators driving Sterling Capital's intrinsic value. More Info.Sterling Capital Stratton 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 1.18 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 Sterling Capital's earnings, one of the primary drivers of an investment's value.About Sterling Capital Financial Statements
Sterling Capital investors use historical fundamental indicators, such as Sterling Capital'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 Sterling Capital. Please read more on our technical analysis and fundamental analysis pages.
To pursue its investment objective, the fund will invest, under normal circumstances, at least 80 percent of its net assets in common stock and securities convertible into common stock of small capitalization companies. Small cap companies include companies with market capitalizations, at the time of purchase, that are below the market capitalization of the largest company in the Russell 2000 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 Sterling Mutual Fund
Sterling Capital financial ratios help investors to determine whether Sterling 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 Sterling with respect to the benefits of owning Sterling Capital security.
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