Ab Large Cap Fund Manager Performance Evaluation
| ALCKX Fund | USD 105.66 0.75 0.71% |
The fund owns a Beta (Systematic Risk) of 0.87, which signifies possible diversification benefits within a given portfolio. Ab Large returns are very sensitive to returns on the market. As the market goes up or down, Ab Large is expected to follow.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Large Cap are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Ab Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.9200 |
ALCKX |
Ab Large Relative Risk vs. Return Landscape
If you would invest 9,599 in Ab Large Cap on September 1, 2024 and sell it today you would earn a total of 967.00 from holding Ab Large Cap or generate 10.07% return on investment over 90 days. Ab Large Cap is currently producing 0.1566% returns and takes up 0.9138% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than ALCKX, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Large Current Valuation
Overvalued
Today
Please note that Ab Large's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Ab Large Cap owns a latest Real Value of $95.62 per share. The recent price of the fund is $105.66. We determine the value of Ab Large Cap 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 Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ALCKX Mutual Fund. However, Ab Large'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 105.66 | Real 95.62 | Hype 105.66 | Naive 105.46 |
The intrinsic value of Ab Large'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 Large'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 Ab Large Cap helps investors to forecast how ALCKX 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 Large more accurately as focusing exclusively on Ab Large's fundamentals will not take into account other important factors: Ab Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Large Cap, and traders can use it to determine the average amount a Ab Large'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 = 0.1714
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ALCKX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.91 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
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Ab Large is performing at about 13% 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 Ab Large by adding it to a well-diversified portfolio.
Ab Large Fundamentals Growth
ALCKX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Large, and Ab Large 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 ALCKX Mutual Fund performance.
| Price To Earning | 3.85 X | ||||
| Price To Book | 4.73 X | ||||
| Price To Sales | 2.60 X | ||||
| Total Asset | 17.9 B | ||||
About Ab Large Performance
Evaluating Ab Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Large 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 Large 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 equity securities of a limited number of large, carefully selected, high-quality U.S. companies. It invests primarily in the domestic equity securities of companies selected by the funds Adviser for their growth potential within various market sectors. The fund emphasizes investments in large, seasoned companies. Under normal circumstances, the fund will invest at least 80 percent of its net assets in common stocks of large-capitalization companies. It may, at times, invest in shares of exchange-traded funds in lieu of making direct investments in securities.Things to note about Ab Large Cap performance evaluation
Checking the ongoing alerts about Ab Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Large Cap 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 95.03% of its assets under management (AUM) in equities |
- Analyzing Ab Large'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 Large's stock is overvalued or undervalued compared to its peers.
- Examining Ab Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Large's mutual fund. These opinions can provide insight into Ab Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in ALCKX Mutual Fund
Ab Large financial ratios help investors to determine whether ALCKX 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 ALCKX with respect to the benefits of owning Ab Large security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |