Ultimus Managers Trust Fund Three Year Return

WWMCX Fund  USD 12.40  0.05  0.40%   
Ultimus Managers Trust fundamentals help investors to digest information that contributes to Ultimus Managers' financial success or failures. It also enables traders to predict the movement of Ultimus Mutual Fund. The fundamental analysis module provides a way to measure Ultimus Managers' 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 Ultimus Managers mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Ultimus Managers Trust Mutual Fund Three Year Return Analysis

Ultimus Managers' 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.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis
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, Ultimus Managers Trust has a Three Year Return of 0.0%. This indicator is about the same for the Westwood average (which is currently at 0.0) family and about the same as Mid-Cap Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).

Ultimus Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ultimus Managers' direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ultimus Managers could also be used in its relative valuation, which is a method of valuing Ultimus Managers by comparing valuation metrics of similar companies.
Ultimus Managers is currently under evaluation in three year return among similar funds.

Ultimus Fundamentals

About Ultimus Managers Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Ultimus Managers Trust's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ultimus Managers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ultimus Managers Trust based on its fundamental data. In general, a quantitative approach, as applied to this mutual 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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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 Ultimus Mutual Fund

Ultimus Managers financial ratios help investors to determine whether Ultimus 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 Ultimus with respect to the benefits of owning Ultimus Managers security.
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