International Equity Financial Statements From 2010 to 2024
| BINSX Fund | USD 12.96 0.07 0.54% |
Check International Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among International main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . International financial statements analysis is a perfect complement when working with International Equity Valuation or Volatility modules.
International |
The International Equity Mutual Fund Three Year Return Analysis
International Equity's 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.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current International Equity Three Year Return | (7.50) % |
Most of International Equity's fundamental indicators, such as Three 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, The International Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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, The International Equity has a Three Year Return of -7.5028%. This is much lower than that of the Baillie Gifford Funds family and significantly lower than that of the Foreign Large Growth category. The three year return for all United States funds is notably higher than that of the company.
The International Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining International Equity's current stock value. Our valuation model uses many indicators to compare International Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across International Equity competition to find correlations between indicators driving International Equity's intrinsic value. More Info.The International Equity is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 101.67 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value International Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for International Equity'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 International Equity's earnings, one of the primary drivers of an investment's value.About International Equity Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include International Equity income statement, its balance sheet, and the statement of cash flows. International Equity investors use historical funamental indicators, such as International Equity's revenue or net income, to determine how well the company is positioned to perform in the future. Although International Equity investors may use each financial statement separately, they are all related. The changes in International Equity's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on International Equity'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 International Equity Financial Statements. Understanding these patterns can help to make the right decision on long term investment in International Equity. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks and other equity securities. It invests predominantly in securities issued by companies located in countries represented in the MSCI ACWI Index, which includes issuers from a range of developed and emerging market countries. The fund ordinarily invests in securities of issuers located in at least three countries outside the U.S.
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 International Equity 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, International Equity's short interest history, or implied volatility extrapolated from International Equity options trading.
Pair Trading with International Equity
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 International Equity 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 International Equity will appreciate offsetting losses from the drop in the long position's value.Moving together with International Mutual Fund
| 0.86 | BTLSX | Baillie Gifford Inte | PairCorr |
| 0.86 | BTLKX | Baillie Gifford Inte | PairCorr |
| 0.71 | BCANX | Baillie Gifford China | PairCorr |
| 0.71 | BCAKX | Baillie Gifford China | PairCorr |
| 0.91 | BGALX | Baillie Gifford Global | PairCorr |
The ability to find closely correlated positions to International Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace International Equity 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 International Equity - 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 The International Equity to buy it.
The correlation of International Equity 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 International Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if The International Equity 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 International Equity 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 International Equity Correlation against competitors. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.