Global Real Financial Statements From 2010 to 2024
| ARYNX Fund | USD 11.71 0.20 1.68% |
Check Global Real financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Global main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Global financial statements analysis is a perfect complement when working with Global Real Valuation or Volatility modules.
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Global Real Estate Mutual Fund Year To Date Return Analysis
Global Real'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 Global Real Year To Date Return | 1.22 % |
Most of Global Real'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, Global Real Estate 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, Global Real Estate has a Year To Date Return of 1.2156%. This is 76.17% higher than that of the American Century Investments family and significantly higher than that of the Global Real Estate category. The year to date return for all United States funds is notably lower than that of the firm.
Global Real Estate Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Real's current stock value. Our valuation model uses many indicators to compare Global Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Real competition to find correlations between indicators driving Global Real's intrinsic value. More Info.Global Real Estate 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 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Global Real Estate is roughly 14.38 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Global Real by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Global Real'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 Global Real's earnings, one of the primary drivers of an investment's value.About Global Real Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Global Real income statement, its balance sheet, and the statement of cash flows. Global Real investors use historical funamental indicators, such as Global Real's revenue or net income, to determine how well the company is positioned to perform in the future. Although Global Real investors may use each financial statement separately, they are all related. The changes in Global Real's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Global Real'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 Global Real Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Global Real. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in equity securities issued by real estate investment trusts and other companies engaged in the real estate industry . It invests primarily in equity securities of companies located in developed countries world-wide , but may also invest in emerging markets. Normally, the fund will invest at least 30 percent of its assets in securities of issuers located outside the United States.
Pair Trading with Global Real
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 Global Real 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 Global Real will appreciate offsetting losses from the drop in the long position's value.Moving together with Global Mutual Fund
| 0.81 | AMDVX | Mid Cap Value | PairCorr |
| 0.61 | AMEIX | Equity Growth | PairCorr |
| 0.68 | AMGIX | Income Growth | PairCorr |
The ability to find closely correlated positions to Global Real could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Global Real 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 Global Real - 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 Global Real Estate to buy it.
The correlation of Global Real 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 Global Real moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Global Real Estate 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 Global Real 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 Global Real Correlation against competitors. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.