BrandywineGLOBAL Financial Statements From 2010 to 2023
| BCAAX Fund | USD 10.01 0.02 0.20% |
Check BrandywineGLOBAL financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among BrandywineGLOBAL main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . BrandywineGLOBAL financial statements analysis is a perfect complement when working with BrandywineGLOBAL Valuation or Volatility modules.
BrandywineGLOBAL |
BrandywineGLOBAL One Year Return Analysis
BrandywineGLOBAL'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 BrandywineGLOBAL One Year Return | (8.97) % |
Most of BrandywineGLOBAL'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, BrandywineGLOBAL Corporate 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.
| Competition |
BrandywineGLOBAL One Year Return Component Assessment
Based on the recorded statements, BrandywineGLOBAL Corporate has an One Year Return of -8.97%. This is 265.5% lower than that of the Category family and significantly lower than that of the High Yield Bond category. The one year return for all United States funds is notably higher than that of the company.
BrandywineGLOBAL - Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining BrandywineGLOBAL's current stock value. Our valuation model uses many indicators to compare BrandywineGLOBAL value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across BrandywineGLOBAL competition to find correlations between indicators driving BrandywineGLOBAL's intrinsic value. More Info.BrandywineGLOBAL Corporate is the top fund in bond positions weight among similar funds. It is the top fund in five year return among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value BrandywineGLOBAL by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for BrandywineGLOBAL'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 BrandywineGLOBAL's earnings, one of the primary drivers of an investment's value.About BrandywineGLOBAL Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include BrandywineGLOBAL income statement, its balance sheet, and the statement of cash flows. BrandywineGLOBAL investors use historical funamental indicators, such as BrandywineGLOBAL's revenue or net income, to determine how well the company is positioned to perform in the future. Although BrandywineGLOBAL investors may use each financial statement separately, they are all related. The changes in BrandywineGLOBAL's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on BrandywineGLOBAL'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 BrandywineGLOBAL Financial Statements. Understanding these patterns can help to make the right decision on long term investment in BrandywineGLOBAL. Please read more on our technical analysis and fundamental analysis pages.
The investment seeks high current income consistent with the preservation of capital over a five-year time horizon. Brandywineglobal is traded on NASDAQ Exchange in the United States.
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 BrandywineGLOBAL 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, BrandywineGLOBAL's short interest history, or implied volatility extrapolated from BrandywineGLOBAL options trading.
Pair Trading with BrandywineGLOBAL
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 BrandywineGLOBAL 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 BrandywineGLOBAL will appreciate offsetting losses from the drop in the long position's value.Moving together with BrandywineGLOBAL Mutual Fund
| + | 0.72 | VWEAX | Vanguard High-yield | PairCorr | ||
| + | 0.72 | VWEHX | VANGUARD HIGH-YIELD | PairCorr | ||
| + | 0.82 | PHYZX | PRUDENTIAL HIGH YIELD | PairCorr | ||
| + | 0.88 | BRHYX | BlackRock Hi Yld | PairCorr | ||
| + | 0.82 | PHYQX | PRUDENTIAL HIGH YIELD | PairCorr |
The ability to find closely correlated positions to BrandywineGLOBAL could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BrandywineGLOBAL 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 BrandywineGLOBAL - 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 BrandywineGLOBAL Corporate to buy it.
The correlation of BrandywineGLOBAL is a statistical measure of how it moves in relation to other equities. 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 BrandywineGLOBAL moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BrandywineGLOBAL - 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 BrandywineGLOBAL 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 BrandywineGLOBAL Correlation against competitors. Note that the BrandywineGLOBAL - information on this page should be used as a complementary analysis to other BrandywineGLOBAL'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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Complementary Tools for BrandywineGLOBAL Mutual Fund analysis
When running BrandywineGLOBAL's price analysis, check to measure BrandywineGLOBAL's 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 BrandywineGLOBAL is operating at the current time. Most of BrandywineGLOBAL's value examination focuses on studying past and present price action to predict the probability of BrandywineGLOBAL's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BrandywineGLOBAL's price. Additionally, you may evaluate how the addition of BrandywineGLOBAL to your portfolios can decrease your overall portfolio volatility.
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