Oshaughnessy Market Financial Statements From 2010 to 2024
| OFVIX Fund | USD 18.86 0.02 0.11% |
Check Oshaughnessy Market financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oshaughnessy main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Oshaughnessy financial statements analysis is a perfect complement when working with Oshaughnessy Market Valuation or Volatility modules.
Oshaughnessy |
Oshaughnessy Market Leaders Mutual Fund Annual Yield Analysis
Oshaughnessy Market's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Oshaughnessy Market Annual Yield | 0.02 % |
Most of Oshaughnessy Market's fundamental indicators, such as Annual Yield, 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, Oshaughnessy Market Leaders is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Oshaughnessy Market Leaders has an Annual Yield of 0.0196%. This is much higher than that of the O'Shaughnessy Mutual Funds family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Oshaughnessy Market Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oshaughnessy Market's current stock value. Our valuation model uses many indicators to compare Oshaughnessy Market value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oshaughnessy Market competition to find correlations between indicators driving Oshaughnessy Market's intrinsic value. More Info.Oshaughnessy Market Leaders is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 338.43 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Oshaughnessy Market by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oshaughnessy Market'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 Oshaughnessy Market's earnings, one of the primary drivers of an investment's value.About Oshaughnessy Market Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Oshaughnessy Market income statement, its balance sheet, and the statement of cash flows. Oshaughnessy Market investors use historical funamental indicators, such as Oshaughnessy Market's revenue or net income, to determine how well the company is positioned to perform in the future. Although Oshaughnessy Market investors may use each financial statement separately, they are all related. The changes in Oshaughnessy Market's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oshaughnessy Market'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 Oshaughnessy Market Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Oshaughnessy Market. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests primarily in a diversified portfolio of common stocks and other equity securities of companies of all sizes, including but not limited to, American Depositary Receipts , preferred stocks, limited partnerships, and convertible securities. The adviser employs a bottom-up, quantitative, factor-based approach to security selection based on research and analysis of historical data. The adviser may eliminate or substitute factors at its discretion.
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 Oshaughnessy Market 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, Oshaughnessy Market's short interest history, or implied volatility extrapolated from Oshaughnessy Market options trading.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out the analysis of Oshaughnessy Market Correlation against competitors. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.