Avantis Small Financials
| AVUVX Fund | USD 19.30 0.04 0.21% |
Avantis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Avantis Small Fund Summary
Avantis Small competes with Jpmorgan Small, Ab Small, Victory Rs, The Hartford, and Touchstone Small. The fund invests primarily in a diverse group of U.S. small cap companies across market sectors and industry groups. It seeks securities of companies that the manager expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics. Under normal market conditions, the fund will invest at least 80 percent of its assets in securities of small capitalization companies located in the United States.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | American Century ETF |
| Mutual Fund Family | Avantis Investors |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 833 928 2684 |
| Currency | USD - US Dollar |
Avantis Small Key Financial Ratios
Avantis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Avantis Small's current stock value. Our valuation model uses many indicators to compare Avantis Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Avantis Small competition to find correlations between indicators driving Avantis Small's intrinsic value. More Info.Avantis Small Cap is the top fund in annual yield among similar funds. It is third largest fund in year to date return among similar funds creating about 1,267 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 Avantis Small's earnings, one of the primary drivers of an investment's value.Avantis Small Cap Systematic Risk
Avantis Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Avantis Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Avantis Small Cap correlated with the market. If Beta is less than 0 Avantis Small generally moves in the opposite direction as compared to the market. If Avantis Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Avantis Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Avantis Small is generally in the same direction as the market. If Beta > 1 Avantis Small moves generally in the same direction as, but more than the movement of the benchmark.
Avantis Small December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Avantis Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Avantis Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Avantis Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Avantis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Avantis Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.01 | |||
| Information Ratio | 0.0259 | |||
| Maximum Drawdown | 8.39 | |||
| Value At Risk | (1.54) | |||
| Potential Upside | 2.07 |
Other Information on Investing in Avantis Mutual Fund
Avantis Small financial ratios help investors to determine whether Avantis 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 Avantis with respect to the benefits of owning Avantis Small security.
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