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Value funds are a type of mutual fund or exchange-traded fund (ETF) that invests in stocks that are believed to be undervalued by the market. These funds typically seek out companies with strong fundamentals but whose stocks are trading at a discount relative to their intrinsic value.
Value investing is a long-term investment strategy that was popularized by Benjamin Graham and David Dodd in their book “Security Analysis.” The strategy involves analyzing a company’s financial statements and other data to determine its true value and then buying its stock when it is trading at a discount.
Value funds typically invest in companies with low price-to-earnings (P/E) ratios, low price-to-book (P/B) ratios, and high dividend yields. These companies may be out of favor with the market for various reasons, such as a temporary setback or a lack of investor interest. Value funds aim to profit from the eventual revaluation of these companies by the market.
Overall, value funds can be a good option for investors looking for a long-term investment strategy that seek to generate consistent returns by investing in undervalued companies. However, as with any investment, it is important to do your research and consider the potential risks before investing in a value fund.
Which are the best performing Value Funds? We compared a few Value Funds that outperformed the Dow Jones over various periods of time and compared the to each other. These are the results:
PERFORMANCE YTD (28.12.2022)
QUANTEX GLOBAL VALUE USD +6.64%
ROBECO BP US PREMIUM -3.30%
MFS MERIDIAN US VALUE -6.84%
BENCHMARK: SPDR DOW JONES INDUSTRIAL AVERAGE ETF (DIA): -8.80%
HEPTAGON YACKTMAN US EQUITY -9.66%
HARRIS ASSOCIATES US VALUE -14.78%
3 YEAR PERFORMANCE
QUANTEX GLOBAL VALUE +71.63%
HEPTAGON YACKTMAN US EQUITY +28.52%
ROBECO BP US PREMIUM EQUITIES +25.53%
HARRIS ASSOCIATES US VALUE EQ +24.03%
MFS MERIDIAN US VALUE +19.19%
BENCHMARK: SPDR DOW JONES INDUSTRIAL AVERAGE ETF (DIA): +16.12%
5 YEAR PERFORMANCE
QUANTEX GLOBAL VALUE +95.01%
HEPTAGON YACKTMAN US EQUITY +54.64%
ROBECO BP US PREMIUM +41.13%
HARRIS ASSOCIATES US VALUE EQ +38.02%
MFS MERIDIAN US VALUE +36.68%
BENCHMARK: SPDR DOW JONES INDUSTRIAL AVERAGE ETF (DIA): +33.95%
Conclusion: QUANTEX HAS CONSISTENTLY OUTPERFORMED THE PEERS WE HAVE CONSIDERED IN THIS ANALYSIS.
RISK DISCLAIMER: PLEASE NOTE THAT RISKS AND FEES ASSOCIATED TO THE MENTIONED FUNDS ARE NOT BEING CONSIDERED IN THIS LIST. PLEASE DO YOUR OWN DUE DILIGENCE. THIS IS NOT AN INVESTMENT ADVICE. We do not undertake any liability of any damage, cost, harm, loss which caused in connection with the listed informative elements and/or the Services. We are not responsible nor liable for any cost, damage, harm, loss related to the Website or available information on the Website. We are not an attorney, accountant or financial advisor, nor am we holding ourselves out to be, and the information contained on this Website is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.
