Aylett Balanced (South Africa) Manager Performance Evaluation
| 0P00012ASW | 2.25 0.01 0.45% |
The fund shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aylett Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aylett Balanced is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Aylett Balanced Prescient are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Aylett Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Aylett Balanced Relative Risk vs. Return Landscape
If you would invest 213.00 in Aylett Balanced Prescient on September 4, 2024 and sell it today you would earn a total of 12.00 from holding Aylett Balanced Prescient or generate 5.63% return on investment over 90 days. Aylett Balanced Prescient is generating 0.0852% of daily returns and assumes 0.4222% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than Aylett, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Aylett Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aylett Balanced's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Aylett Balanced Prescient, and traders can use it to determine the average amount a Aylett Balanced'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 = 0.2019
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| Cash | 0P00012ASW | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Aylett Balanced is performing at about 15% 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 Aylett Balanced by adding it to a well-diversified portfolio.
Things to note about Aylett Balanced Prescient performance evaluation
Checking the ongoing alerts about Aylett Balanced for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Aylett Balanced Prescient help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Aylett Balanced's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Aylett Balanced's fund performance include:- Analyzing Aylett Balanced'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 Aylett Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Aylett Balanced'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 Aylett Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aylett Balanced's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Aylett Balanced's fund. These opinions can provide insight into Aylett Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
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