Autus Prime (South Africa) Manager Performance Evaluation
| 0P0000IR2V | 4.32 0.01 0.23% |
The fund shows a Beta (market volatility) of -0.0405, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Autus Prime are expected to decrease at a much lower rate. During the bear market, Autus Prime is likely to outperform the market.
Risk-Adjusted Performance
20 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Autus Prime Balanced are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. Despite fairly strong basic indicators, Autus Prime is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders.
...moreAutus |
Autus Prime Relative Risk vs. Return Landscape
If you would invest 410.00 in Autus Prime Balanced on September 14, 2024 and sell it today you would earn a total of 22.00 from holding Autus Prime Balanced or generate 5.37% return on investment over 90 days. Autus Prime Balanced is generating 0.0863% of daily returns and assumes 0.3292% volatility on return distribution over the 90 days horizon. Simply put, 2% of funds are less volatile than Autus, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Autus Prime Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Autus Prime's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Autus Prime Balanced, and traders can use it to determine the average amount a Autus Prime's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.262
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| Cash | 0P0000IR2V | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Autus Prime is performing at about 20% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Autus Prime by adding it to a well-diversified portfolio.
Things to note about Autus Prime Balanced performance evaluation
Checking the ongoing alerts about Autus Prime for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Autus Prime Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Autus Prime's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Autus Prime's fund performance include:- Analyzing Autus Prime's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Autus Prime's stock is overvalued or undervalued compared to its peers.
- Examining Autus Prime's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Autus Prime's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Autus Prime's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Autus Prime's fund. These opinions can provide insight into Autus Prime's potential for growth and whether the stock is currently undervalued or overvalued.
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