Brandes Small Financial Statements From 2010 to 2024
| BSCAX Fund | USD 15.09 0.20 1.31% |
Check Brandes Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Brandes main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Brandes financial statements analysis is a perfect complement when working with Brandes Small Valuation or Volatility modules.
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Brandes Small Cap Mutual Fund Three Year Return Analysis
Brandes Small'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 Brandes Small Three Year Return | 8.69 % |
Most of Brandes Small'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, Brandes Small Cap 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.
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Based on the latest financial disclosure, Brandes Small Cap has a Three Year Return of 8.6879%. This is much higher than that of the Brandes family and significantly higher than that of the Small Value category. The three year return for all United States funds is notably lower than that of the firm.
Brandes Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Brandes Small's current stock value. Our valuation model uses many indicators to compare Brandes Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Brandes Small competition to find correlations between indicators driving Brandes Small's intrinsic value. More Info.Brandes Small Cap 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 1,329 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Brandes Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Brandes Small'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 Brandes Small's earnings, one of the primary drivers of an investment's value.About Brandes Small Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Brandes Small income statement, its balance sheet, and the statement of cash flows. Brandes Small investors use historical funamental indicators, such as Brandes Small's revenue or net income, to determine how well the company is positioned to perform in the future. Although Brandes Small investors may use each financial statement separately, they are all related. The changes in Brandes Small's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Brandes Small'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 Brandes Small Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Brandes Small. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets measured at the time of purchase in equity securities of companies with small market capitalizations. The fund may invest up to 10 percent of its total assets, measured at the time of purchase, in securities of companies located outside of the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out the analysis of Brandes Small Correlation against competitors. Note that the Brandes Small Cap information on this page should be used as a complementary analysis to other Brandes Small'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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.