Clarkston Partners Financial Statements From 2010 to 2025
| CFSMX Fund | USD 13.21 0.02 0.15% |
Check Clarkston Partners financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Clarkston Partners' main balance sheet or income statement drivers, such as , as well as many indicators such as . Clarkston financial statements analysis is a perfect complement when working with Clarkston Partners Valuation or Volatility modules.
Clarkston |
Clarkston Partners Fund Mutual Fund Three Year Return Analysis
Clarkston Partners' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Clarkston Partners Three Year Return | 1.59 % |
Most of Clarkston Partners' fundamental indicators, such as Three Year 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, Clarkston Partners Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Clarkston Partners Fund has a Three Year Return of 1.5852%. This is much higher than that of the Clarkston Funds family and significantly higher than that of the Mid-Cap Value category. The three year return for all United States funds is notably lower than that of the firm.
Clarkston Partners Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clarkston Partners's current stock value. Our valuation model uses many indicators to compare Clarkston Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clarkston Partners competition to find correlations between indicators driving Clarkston Partners's intrinsic value. More Info.Clarkston Partners Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 112.69 of Year To Date Return per Annual Yield. 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 Clarkston Partners' earnings, one of the primary drivers of an investment's value.About Clarkston Partners Financial Statements
Clarkston Partners investors use historical fundamental indicators, such as Clarkston Partners' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Clarkston Partners. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests primarily in equity securities of U.S. small and medium market capitalization companies. Clarkston Partners is traded on NASDAQ Exchange in the United States.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Clarkston Mutual Fund
Clarkston Partners financial ratios help investors to determine whether Clarkston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clarkston with respect to the benefits of owning Clarkston Partners security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |