Aristotle Funds Series Fund Manager Performance Evaluation
| AISHX Fund | 6.98 0.01 0.14% |
The fund shows a Beta (market volatility) 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, Aristotle Funds will likely underperform.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Aristotle Funds Series are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical indicators, Aristotle Funds may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...moreAristotle |
Aristotle Funds Relative Risk vs. Return Landscape
If you would invest 634.00 in Aristotle Funds Series on September 1, 2024 and sell it today you would earn a total of 64.00 from holding Aristotle Funds Series or generate 10.09% return on investment over 90 days. Aristotle Funds Series is currently producing 0.1553% returns and takes up 1.0027% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Aristotle, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aristotle Funds Current Valuation
Fairly Valued
Today
Please note that Aristotle Funds' price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Aristotle Funds Series shows a prevailing Real Value of USD6.89 per share. The current price of the fund is USD6.98. We determine the value of Aristotle Funds Series from analyzing 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 point, mutual fund prices and their ongoing real values will blend.
Since Aristotle Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aristotle Mutual Fund. However, Aristotle Funds' 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 6.98 | Real 6.89 | Hype 6.98 | Naive 7.01 |
The intrinsic value of Aristotle Funds' 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 Aristotle Funds' 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 Aristotle Funds Series helps investors to forecast how Aristotle 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 Aristotle Funds more accurately as focusing exclusively on Aristotle Funds' fundamentals will not take into account other important factors: Aristotle Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aristotle Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aristotle Funds Series, and traders can use it to determine the average amount a Aristotle Funds' 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 = 0.1549
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | AISHX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Aristotle Funds is performing at about 12% 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 Aristotle Funds by adding it to a well-diversified portfolio.
Aristotle Funds Fundamentals Growth
Aristotle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aristotle Funds, and Aristotle Funds 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 Aristotle Mutual Fund performance.
About Aristotle Funds Performance
Evaluating Aristotle Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aristotle Funds 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 Aristotle Funds 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 at least 80 percent of its assets in equity securities of small-capitalization and mid-capitalization companies. The sub-adviser considers small and medium capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than that of the largest company in the Russell 2500 Index.Things to note about Aristotle Funds Series performance evaluation
Checking the ongoing alerts about Aristotle Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aristotle Funds Series 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 about 10.79% of its assets under management (AUM) in cash |
- Analyzing Aristotle Funds' 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 Aristotle Funds' stock is overvalued or undervalued compared to its peers.
- Examining Aristotle Funds' 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 Aristotle Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aristotle Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aristotle Funds' mutual fund. These opinions can provide insight into Aristotle Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aristotle Mutual Fund
Aristotle Funds financial ratios help investors to determine whether Aristotle 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 Aristotle with respect to the benefits of owning Aristotle Funds security.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device |