Mid Cap Financial Statements From 2010 to 2024
| AMDVX Fund | USD 15.45 0.04 0.26% |
Check Mid Cap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mid main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Mid financial statements analysis is a perfect complement when working with Mid Cap Valuation or Volatility modules.
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Mid Cap Value Mutual Fund Year To Date Return Analysis
Mid Cap'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 Mid Cap Year To Date Return | 0.66 % |
Most of Mid Cap'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, Mid Cap Value 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.
| Competition |
In accordance with the company's disclosures, Mid Cap Value has a Year To Date Return of 0.6577%. This is 4.68% lower than that of the American Century Investments family and significantly higher than that of the Mid-Cap Value category. The year to date return for all United States funds is 68.64% lower than that of the firm.
Mid Cap Value Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mid Cap's current stock value. Our valuation model uses many indicators to compare Mid Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mid Cap competition to find correlations between indicators driving Mid Cap's intrinsic value. More Info.Mid Cap Value is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mid Cap Value is roughly 9.79 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mid Cap by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mid Cap'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 Mid Cap's earnings, one of the primary drivers of an investment's value.About Mid Cap Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Mid Cap income statement, its balance sheet, and the statement of cash flows. Mid Cap investors use historical funamental indicators, such as Mid Cap's revenue or net income, to determine how well the company is positioned to perform in the future. Although Mid Cap investors may use each financial statement separately, they are all related. The changes in Mid Cap's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Mid Cap'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 Mid Cap Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Mid Cap. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the portfolio managers will invest at least 80 percent of the funds net assets in medium size companies. American Century is traded on NASDAQ Exchange in the United States.
Pair Trading with Mid Cap
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mid Cap position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mid Cap will appreciate offsetting losses from the drop in the long position's value.Moving together with Mid Mutual Fund
| 0.86 | AMEIX | Equity Growth | PairCorr |
| 0.88 | AMGIX | Income Growth | PairCorr |
The ability to find closely correlated positions to Mid Cap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mid Cap when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mid Cap - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Mid Cap Value to buy it.
The correlation of Mid Cap is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mid Cap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mid Cap Value moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mid Cap can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Mid Cap Correlation against competitors. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.