Wellington Shields Financial Statements From 2010 to 2025
| WSACX Fund | USD 26.27 0.22 0.84% |
Check Wellington Shields financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wellington Shields' main balance sheet or income statement drivers, such as , as well as many indicators such as . Wellington financial statements analysis is a perfect complement when working with Wellington Shields Valuation or Volatility modules.
Wellington |
Wellington Shields All Cap Mutual Fund Ten Year Return Analysis
Wellington Shields' Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wellington Shields Ten Year Return | 9.91 % |
Most of Wellington Shields' fundamental indicators, such as Ten 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, Wellington Shields All Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Wellington Shields All Cap has a Ten Year Return of 9.91%. This is much higher than that of the Wellington Shields family and significantly higher than that of the Large Growth category. The ten year return for all United States funds is notably lower than that of the firm.
Wellington Shields All Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wellington Shields's current stock value. Our valuation model uses many indicators to compare Wellington Shields value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wellington Shields competition to find correlations between indicators driving Wellington Shields's intrinsic value. More Info.Wellington Shields All Cap is rated second in annual yield among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 1,183 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 Wellington Shields' earnings, one of the primary drivers of an investment's value.About Wellington Shields Financial Statements
Wellington Shields investors use historical fundamental indicators, such as Wellington Shields' 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 Wellington Shields. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of all market capitalizations. Under normal market conditions, it will invest at least 80 percent of its total assets in equity securities. The fund may hold up to 20 percent of its net assets in derivative instruments and short positions at any time.
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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 Wellington Mutual Fund
Wellington Shields financial ratios help investors to determine whether Wellington 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 Wellington with respect to the benefits of owning Wellington Shields security.
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