Wasatch Small Financial Statements From 2010 to 2024
| WAAEX Fund | USD 44.30 0.19 0.43% |
Check Wasatch Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wasatch Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wasatch financial statements analysis is a perfect complement when working with Wasatch Small Valuation or Volatility modules.
Wasatch |
Wasatch Small Cap Mutual Fund Three Year Return Analysis
Wasatch Small's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wasatch Small Three Year Return | (3.54) % |
Most of Wasatch Small's fundamental indicators, such as Three Year 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, Wasatch Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Wasatch Small Cap has a Three Year Return of -3.5407%. This is much lower than that of the Wasatch family and significantly lower than that of the Small Growth category. The three year return for all United States funds is notably higher than that of the company.
Wasatch Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch Small's current stock value. Our valuation model uses many indicators to compare Wasatch Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch Small competition to find correlations between indicators driving Wasatch Small's intrinsic value. More Info.Wasatch Small Cap is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 3.37 of Price To Book per Price To Earning. 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 Wasatch Small's earnings, one of the primary drivers of an investment's value.About Wasatch Small Financial Statements
Wasatch Small investors use historical fundamental indicators, such as Wasatch 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 Wasatch Small. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in small growth companies. It will invest at least 80 percent of the funds net assets in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20 percent of its total assets at the time of purchase in securities issued by foreign companies .
Also Currently Popular
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 Wasatch Mutual Fund
Wasatch Small financial ratios help investors to determine whether Wasatch 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 Wasatch with respect to the benefits of owning Wasatch Small security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |