Prescient Fundamental Relationships

The Drivers Module shows relationships between Prescient's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Prescient SP SRI Global Equity over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Prescient SP SRI Year to Date Return vs. Price to Book Fundamental Analysis

Prescient SP SRI Global Equity is currently considered the top fund in price to book among similar funds. It is currently considered the top fund in year to date return among similar funds .
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is accounting value of assets minus liabilities.
Prescient 
P/B 
 = 
MV Per Share 
BV Per Share 
=
1.18X
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of current fiscal year. In other words YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Prescient 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(1.24)%
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Prescient Year to Date Return Comparison

Prescient Fundamental Comparison

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