Bny Mellon Strategic Fund One Year Return
DSM Fund | USD 6.12 0.01 0.16% |
Bny Mellon Strategic fundamentals help investors to digest information that contributes to Bny Mellon's financial success or failures. It also enables traders to predict the movement of Bny Fund. The fundamental analysis module provides a way to measure Bny Mellon's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Bny Mellon fund.
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Bny Mellon Strategic Fund One Year Return Analysis
Bny Mellon's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Bny Mellon One Year Return | 9.10 % |
Most of Bny Mellon's fundamental indicators, such as One 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, Bny Mellon Strategic is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Bny Mellon Strategic has an One Year Return of 9.1045%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The one year return for all United States funds is notably lower than that of the firm.
Bny One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bny Mellon's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Bny Mellon could also be used in its relative valuation, which is a method of valuing Bny Mellon by comparing valuation metrics of similar companies.Bny Mellon is currently under evaluation in one year return among similar funds.
Bny Fundamentals
Return On Equity | -10.17 | ||||
Return On Asset | 2.07 | ||||
Profit Margin | (199.43) % | ||||
Operating Margin | 84.89 % | ||||
Current Valuation | 431.51 M | ||||
Shares Outstanding | 49.42 M | ||||
Shares Owned By Institutions | 30.39 % | ||||
Number Of Shares Shorted | 17.2 K | ||||
Price To Earning | 19.73 X | ||||
Price To Book | 0.72 X | ||||
Price To Sales | 13.18 X | ||||
Revenue | 22.2 M | ||||
Gross Profit | 22.74 M | ||||
Net Income | (44.42 M) | ||||
Cash And Equivalents | 5.87 M | ||||
Cash Per Share | 0.12 X | ||||
Total Debt | 121.16 M | ||||
Debt To Equity | 0.30 % | ||||
Current Ratio | 3.45 X | ||||
Book Value Per Share | 8.24 X | ||||
Cash Flow From Operations | 52.27 M | ||||
Short Ratio | 0.12 X | ||||
Earnings Per Share | 0.30 X | ||||
Number Of Employees | 26 | ||||
Beta | 0.44 | ||||
Market Capitalization | 324.7 M | ||||
Annual Yield | 4.64 % | ||||
Year To Date Return | 5.58 % | ||||
One Year Return | 9.10 % | ||||
Three Year Return | (2.53) % | ||||
Five Year Return | 0.33 % | ||||
Last Dividend Paid | 0.36 |
About Bny Mellon Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Bny Mellon Strategic's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Bny Mellon using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Bny Mellon Strategic based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Bny Mellon financial ratios help investors to determine whether Bny 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 Bny with respect to the benefits of owning Bny Mellon security.
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