Filter Stocks by Fundamentals

The Year to Date Return Fundamental Analysis lookup allows you to check this and other indicators for any equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Please continue to Equity Screeners to view more equity screening tools.
  

Year to Date Return In A Nutshell

A more reliable light to use this in is with fundamental analysis because that will shed light on the reasons for the returns being the way they are. You can take a look at items such as earnings per share or revenue to gauge why the year to date return is what it is. Now if you apply this to a technical chart, you may not get the same results. Yes, you can look at historical data and movements, but it doesn’t explain why those movements occurred.

When looking at equities and other return metrics, a popular one many glance as is year to date returns, which is exactly what is says. Year to date returns is quick measurement that you can compare against others across the board. This data point in itself provides value, but it should not be relied upon because it does not tell the whole story. The year to date returns could be slowed or lower for reasons such as acquisition costs hit, which for the short term appears bad but the long term it appears great.

Closer Look at Year to Date Return

Overall, this is a useful tool to begin you search and see what is out there, but it may not be the best decision to put a lot of weight into it. Let it be a filter to identify what is worth you time and go from there. Fundamental analysis with this tool would work the best, giving you the most well rounded answer. If you get stuck and need some help with anything, reach out to an investing and trading community and ask for opinions, that way you can see how it is actually being applied in the finance world.

All Fundamental Indicators

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 Investor Education 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, Investor Education short interest history, or implied volatility extrapolated from Investor Education 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 Architect
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any private could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.
You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

Other Consideration for investing

Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
CEOs Directory
Screen CEOs from public companies around the world
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Fundamental Analysis
View fundamental data based on most recent published financial statements
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.