Alpsalerian Energy Infrastructure Fund Manager Performance Evaluation
| ALEFX Fund | USD 16.10 0.37 2.35% |
The fund shows a Beta (market volatility) of 0.46, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Alps/alerian Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alps/alerian Energy is expected to be smaller as well.
Risk-Adjusted Performance
27 of 100
Weak | Strong |
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Alpsalerian Energy Infrastructure are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Alps/alerian Energy showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.0400 |
Alps/alerian |
Alps/alerian Energy Relative Risk vs. Return Landscape
If you would invest 1,352 in Alpsalerian Energy Infrastructure on August 24, 2024 and sell it today you would earn a total of 258.00 from holding Alpsalerian Energy Infrastructure or generate 19.08% return on investment over 90 days. Alpsalerian Energy Infrastructure is currently producing 0.2763% returns and takes up 0.7936% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Alps/alerian, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alps/alerian Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Alps/alerian Energy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Alpsalerian Energy Infrastructure, and traders can use it to determine the average amount a Alps/alerian Energy'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 = 0.3482
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ALEFX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.35 actual daily | 27 73% of assets perform better |
Based on monthly moving average Alps/alerian Energy is performing at about 27% 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 Alps/alerian Energy by adding it to a well-diversified portfolio.
About Alps/alerian Energy Performance
Evaluating Alps/alerian Energy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alps/alerian Energy 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 Alps/alerian Energy 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.
Alpsalerian Energy is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Alps/alerian Energy performance evaluation
Checking the ongoing alerts about Alps/alerian Energy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alps/alerian Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Alps/alerian Energy's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Alps/alerian Energy's mutual fund performance include:- Analyzing Alps/alerian Energy'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 Alps/alerian Energy's stock is overvalued or undervalued compared to its peers.
- Examining Alps/alerian Energy'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 Alps/alerian Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alps/alerian Energy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alps/alerian Energy's mutual fund. These opinions can provide insight into Alps/alerian Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Alps/alerian Mutual Fund
Alps/alerian Energy financial ratios help investors to determine whether Alps/alerian 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 Alps/alerian with respect to the benefits of owning Alps/alerian Energy security.
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