Ab Discovery Value Fund Manager Performance Evaluation

ABSIX Fund  USD 21.02  0.04  0.19%   
The fund owns a Beta (Systematic Risk) of 1.22, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Ab Discovery will likely underperform.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Discovery Value are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Ab Discovery showed solid returns over the last few months and may actually be approaching a breakup point.
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Ab Discovery Relative Risk vs. Return Landscape

If you would invest  1,828  in Ab Discovery Value on October 30, 2025 and sell it today you would earn a total of  274.00  from holding Ab Discovery Value or generate 14.99% return on investment over 90 days. Ab Discovery Value is currently producing 0.241% returns and takes up 1.2846% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than ABSIX, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Ab Discovery is expected to generate 1.7 times more return on investment than the market. However, the company is 1.7 times more volatile than its market benchmark. It trades about 0.19 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Ab Discovery Current Valuation

Undervalued
Today
21.02
Please note that Ab Discovery's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Ab Discovery Value owns a latest Real Value of $22.46 per share. The recent price of the fund is $21.02. We determine the value of Ab Discovery Value from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some future date, mutual fund prices and their ongoing real values will grow together.
Since Ab Discovery is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ABSIX Mutual Fund. However, Ab Discovery's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  21.02 Real  22.46 Hype  21.02 Naive  21.41
The intrinsic value of Ab Discovery's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ab Discovery's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
22.46
Real Value
23.73
Upside
Estimating the potential upside or downside of Ab Discovery Value helps investors to forecast how ABSIX mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ab Discovery more accurately as focusing exclusively on Ab Discovery's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.6920.6521.61
Details
Hype
Prediction
LowEstimatedHigh
19.7521.0222.29
Details
Naive
Forecast
LowNext ValueHigh
20.1321.4122.68
Details
Below is the normalized historical share price chart for Ab Discovery Value extending back to March 07, 2005. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Ab Discovery stands at 21.02, as last reported on the 28th of January, with the highest price reaching 21.02 and the lowest price hitting 21.02 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Ab Discovery Target Price Odds to finish over Current Price

The tendency of ABSIX Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 21.02 90 days 21.02 
about 7.84
Based on a normal probability distribution, the odds of Ab Discovery to move above the current price in 90 days from now is about 7.84 (This Ab Discovery Value probability density function shows the probability of ABSIX Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.22 . This suggests as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Ab Discovery will likely underperform. Additionally Ab Discovery Value has an alpha of 0.1113, implying that it can generate a 0.11 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Ab Discovery Price Density   
       Price  

Predictive Modules for Ab Discovery

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ab Discovery Value. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
19.7521.0222.29
Details
Intrinsic
Valuation
LowRealHigh
18.9222.4623.73
Details
Naive
Forecast
LowNextHigh
20.1321.4122.68
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.6920.6521.61
Details

Ab Discovery Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Ab Discovery is not an exception. The market had few large corrections towards the Ab Discovery's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ab Discovery Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ab Discovery within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.11
β
Beta against Dow Jones1.22
σ
Overall volatility
1.13
Ir
Information ratio 0.10

Ab Discovery Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ab Discovery for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ab Discovery Value can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund holds 99.33% of its assets under management (AUM) in equities

Ab Discovery Fundamentals Growth

ABSIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Discovery, and Ab Discovery fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on ABSIX Mutual Fund performance.

About Ab Discovery Performance

Evaluating Ab Discovery's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Discovery has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ab Discovery has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of equity securities of small- to mid-capitalization U.S. companies. Under normal circumstances, it invests at least 80 percent of its net assets in securities of small- to mid-capitalization companies. For purposes of this policy, small- to mid-capitalization companies are those that, at the time of investment, fall within the capitalization range between the smallest company in the Russell 2500 Value Index and the greater of 5 billion or the market capitalization of the largest company in the Russell 2500 Value Index.

Things to note about Ab Discovery Value performance evaluation

Checking the ongoing alerts about Ab Discovery for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Discovery Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund holds 99.33% of its assets under management (AUM) in equities
Evaluating Ab Discovery's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ab Discovery's mutual fund performance include:
  • Analyzing Ab Discovery'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 Ab Discovery's stock is overvalued or undervalued compared to its peers.
  • Examining Ab Discovery'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 Ab Discovery's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Discovery's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Ab Discovery's mutual fund. These opinions can provide insight into Ab Discovery's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Ab Discovery's mutual fund performance is not an exact science, and many factors can impact Ab Discovery's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in ABSIX Mutual Fund

Ab Discovery financial ratios help investors to determine whether ABSIX 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 ABSIX with respect to the benefits of owning Ab Discovery security.
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