Sterling Capital Financial Statements From 2010 to 2024
| SMDOXDelisted Fund | USD 9.00 0.00 0.00% |
Check Sterling Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Sterling main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Sterling financial statements analysis is a perfect complement when working with Sterling Capital Valuation or Volatility modules.
Sterling |
Sterling Capital Smid Mutual Fund Year To Date Return Analysis
Sterling Capital's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Sterling Capital Year To Date Return | 11.38 % |
Most of Sterling Capital's fundamental indicators, such as Year To Date 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, Sterling Capital Smid is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
CompetitionBased on the company's disclosures, Sterling Capital Smid has a Year To Date Return of 11.3775%. This is much higher than that of the Sterling Capital Funds family and significantly higher than that of the Mid-Cap Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Sterling Capital Smid Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sterling Capital's current stock value. Our valuation model uses many indicators to compare Sterling Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sterling Capital competition to find correlations between indicators driving Sterling Capital's intrinsic value. More Info.Sterling Capital Smid is rated top fund in year to date return among similar funds. It is rated top fund in one year return among similar funds reporting about 0.44 of One Year Return per Year To Date Return. The ratio of Year To Date Return to One Year Return for Sterling Capital Smid is roughly 2.28 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Sterling Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Sterling Capital'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 Sterling Capital's earnings, one of the primary drivers of an investment's value.About Sterling Capital Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Sterling Capital income statement, its balance sheet, and the statement of cash flows. Sterling Capital investors use historical funamental indicators, such as Sterling Capital's revenue or net income, to determine how well the company is positioned to perform in the future. Although Sterling Capital investors may use each financial statement separately, they are all related. The changes in Sterling Capital's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Sterling Capital'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 Sterling Capital Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Sterling Capital. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests principally in equity securities and will invest at least 80 percent of its net assets plus borrowings for investment purposes in the securities of small or middle capitalization companies. Sterling Capital is traded on NASDAQ Exchange in the United States.
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Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Other Consideration for investing in Sterling Mutual Fund
If you are still planning to invest in Sterling Capital Smid check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Sterling Capital's history and understand the potential risks before investing.
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