Financial Services Financial Statements From 2010 to 2024

SFPAX Fund  USD 9.37  0.12  1.26%   
Financial Services financial statements provide useful quarterly and yearly information to potential Financial Services Portfolio investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Financial Services financial statements helps investors assess Financial Services' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Financial Services' valuation are summarized below:
Financial Services Portfolio does not presently have any fundamental signals for analysis.
Check Financial Services financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Financial main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Financial financial statements analysis is a perfect complement when working with Financial Services Valuation or Volatility modules.
  
This module can also supplement various Financial Services Technical models . Check out the analysis of Financial Services Correlation against competitors.

Financial Ten Year Return Analysis

Financial Services' 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.

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Ten Year Return | All Equity Analysis

Current Financial Services Ten Year Return

    
  3.60 %  
Most of Financial Services' 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, Financial Services Portfolio 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

Financial Services Ten Year Return Component Assessment

Based on the latest financial disclosure, Financial Services Portfolio has a Ten Year Return of 3.6%. This is much higher than that of the Saratoga family and significantly higher than that of the Financial category. The ten year return for all United States funds is notably lower than that of the firm.

Financial Services Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Financial Services's current stock value. Our valuation model uses many indicators to compare Financial Services value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Financial Services competition to find correlations between indicators driving Financial Services's intrinsic value. More Info.
Financial Services Portfolio is rated top fund in year to date return among similar funds. It is rated top fund in price to earning among similar funds reporting about  1.84  of Price To Earning per Year To Date Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Financial Services by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Financial Services' 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 Financial Services' earnings, one of the primary drivers of an investment's value.

About Financial Services Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Financial Services income statement, its balance sheet, and the statement of cash flows. Financial Services investors use historical funamental indicators, such as Financial Services's revenue or net income, to determine how well the company is positioned to perform in the future. Although Financial Services investors may use each financial statement separately, they are all related. The changes in Financial Services's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Financial Services'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 Financial Services Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Financial Services. Please read more on our technical analysis and fundamental analysis pages.
The fund will normally invest at least 80 percent of its total assets in U.S. and foreign equity securities issued by financial services companies, regardless of their stock market value . Equity securities include common stocks, securities convertible into common stocks, preferred stocks and warrants. Up to 20 percent of the Portfolios total assets may be invested in U.S. and foreign securities outside of financial companies.

Currently Active Assets on Macroaxis

Check out the analysis of Financial Services Correlation against competitors.
Note that the Financial Services information on this page should be used as a complementary analysis to other Financial Services' 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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Financial Mutual Fund analysis

When running Financial Services' price analysis, check to measure Financial Services' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Financial Services is operating at the current time. Most of Financial Services' value examination focuses on studying past and present price action to predict the probability of Financial Services' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Financial Services' price. Additionally, you may evaluate how the addition of Financial Services to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Financial Services' value and its price as these two are different measures arrived at by different means. Investors typically determine if Financial Services is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Financial Services' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.