Salient Adaptive Equity Fund Manager Performance Evaluation
| ACSIX Fund | USD 11.50 0.01 0.09% |
The entity has a beta of 0.0468, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Salient Adaptive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Salient Adaptive is expected to be smaller as well.
Risk-Adjusted Performance
24 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Salient Adaptive Equity are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Salient Adaptive is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...more1 | EWCF Club Partner Program 2025 applications open, accepted teams to get a six-figure base funding - SiegeGG | 12/10/2024 |
| Expense Ratio | 1.0000 |
Salient |
Salient Adaptive Relative Risk vs. Return Landscape
If you would invest 1,109 in Salient Adaptive Equity on September 13, 2024 and sell it today you would earn a total of 41.00 from holding Salient Adaptive Equity or generate 3.7% return on investment over 90 days. Salient Adaptive Equity is currently producing 0.0569% returns and takes up 0.1859% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Salient, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Salient Adaptive Current Valuation
Overvalued
Today
Please note that Salient Adaptive's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Salient Adaptive Equity has a current Real Value of $10.54 per share. The regular price of the fund is $11.5. We determine the value of Salient Adaptive Equity from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Salient Adaptive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Salient Mutual Fund. However, Salient Adaptive'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 11.5 | Real 10.54 | Hype 11.5 | Naive 11.48 |
The intrinsic value of Salient Adaptive'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 Salient Adaptive'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.
Estimating the potential upside or downside of Salient Adaptive Equity helps investors to forecast how Salient 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 Salient Adaptive more accurately as focusing exclusively on Salient Adaptive's fundamentals will not take into account other important factors: Salient Adaptive Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Salient Adaptive's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Salient Adaptive Equity, and traders can use it to determine the average amount a Salient Adaptive'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 = 0.3062
| Best Portfolio | Best Equity | |||
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| Cash | ACSIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Salient Adaptive is performing at about 24% 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 Salient Adaptive by adding it to a well-diversified portfolio.
Salient Adaptive Fundamentals Growth
Salient Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Salient Adaptive, and Salient Adaptive 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 Salient Mutual Fund performance.
| Price To Earning | 18.56 X | ||||
| Price To Book | 2.40 X | ||||
| Price To Sales | 1.64 X | ||||
| Total Asset | 20.57 M | ||||
About Salient Adaptive Performance
Evaluating Salient Adaptive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Salient Adaptive 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 Salient Adaptive 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.
Under normal market conditions, the Advisor intends to primarily invest at least 75 percent of its net assets in income producing investments and leveraged loans. The Advisor intends to invest in debt securities, leveraged loans, equity and equity-linked securities and obligations of the U.S. government and government-sponsored entities. It intents to invest in high-yield debt securities .Things to note about Salient Adaptive Equity performance evaluation
Checking the ongoing alerts about Salient Adaptive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Salient Adaptive Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: EWCF Club Partner Program 2025 applications open, accepted teams to get a six-figure base funding - SiegeGG | |
| The fund generated five year return of -1.0% | |
| Salient Adaptive Equity holds 95.56% of its assets under management (AUM) in equities |
- Analyzing Salient Adaptive'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 Salient Adaptive's stock is overvalued or undervalued compared to its peers.
- Examining Salient Adaptive'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 Salient Adaptive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Salient Adaptive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Salient Adaptive's mutual fund. These opinions can provide insight into Salient Adaptive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Salient Mutual Fund
Salient Adaptive financial ratios help investors to determine whether Salient 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 Salient with respect to the benefits of owning Salient Adaptive security.
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