Blackrock Capital Financial Statements From 2010 to 2024
BFGBX Fund | USD 40.28 0.12 0.30% |
Check Blackrock Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Blackrock main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Blackrock financial statements analysis is a perfect complement when working with Blackrock Capital Valuation or Volatility modules.
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Blackrock Capital Appreciation Mutual Fund Year To Date Return Analysis
Blackrock 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 Blackrock Capital Year To Date Return | 7.30 % |
Most of Blackrock 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, Blackrock Capital Appreciation 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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In accordance with the company's disclosures, Blackrock Capital Appreciation has a Year To Date Return of 7.2973%. This is 28.03% lower than that of the BlackRock family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Blackrock Capital Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Blackrock Capital's current stock value. Our valuation model uses many indicators to compare Blackrock Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Blackrock Capital competition to find correlations between indicators driving Blackrock Capital's intrinsic value. More Info.Blackrock Capital Appreciation is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Blackrock Capital Appreciation is roughly 7.62 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Blackrock Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Blackrock Capital's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Blackrock Capital's earnings, one of the primary drivers of an investment's value.About Blackrock Capital Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Blackrock Capital income statement, its balance sheet, and the statement of cash flows. Blackrock Capital investors use historical funamental indicators, such as Blackrock Capital's revenue or net income, to determine how well the company is positioned to perform in the future. Although Blackrock Capital investors may use each financial statement separately, they are all related. The changes in Blackrock Capital's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Blackrock Capital's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Blackrock Capital Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Blackrock Capital. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio consisting primarily of common stock of U.S. companies that fund management believes have exhibited above-average growth rates in earnings over the long term. It will generally invest at least 65 percent of its total assets in the following equity securities Common stock Convertible preferred stock Securities convertible into common stock and Rights to subscribe to common stock. The fund may invest in companies of any size but emphasizes investments in companies that have medium to large stock market capitalizations.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Blackrock Capital in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Blackrock Capital's short interest history, or implied volatility extrapolated from Blackrock Capital options trading.
Pair Trading with Blackrock Capital
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Blackrock Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Blackrock Capital will appreciate offsetting losses from the drop in the long position's value.Moving together with Blackrock Mutual Fund
0.78 | MKCMX | Blackrock California | PairCorr |
0.88 | MKCPX | Blackrock Balanced | PairCorr |
0.91 | MKEFX | Blackrock Eurofund Class | PairCorr |
0.84 | MKDCX | Blackrock Emerging | PairCorr |
0.83 | MKDVX | Blackrock Equity Dividend | PairCorr |
The ability to find closely correlated positions to Blackrock Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Blackrock Capital when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Blackrock Capital - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Blackrock Capital Appreciation to buy it.
The correlation of Blackrock Capital is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Blackrock Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Blackrock Capital moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Blackrock Capital can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Blackrock Capital Correlation against competitors. Note that the Blackrock Capital information on this page should be used as a complementary analysis to other Blackrock Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.