Large Pany Value Fund Manager Performance Evaluation
| ALVIX Fund | USD 11.54 0.02 0.17% |
The fund secures a Beta (Market Risk) of 0.58, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Large Company's returns are expected to increase less than the market. However, during the bear market, the loss of holding Large Company is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Large Pany Value are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Large Company is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 0.8400 |
Large |
Large Company Relative Risk vs. Return Landscape
If you would invest 1,117 in Large Pany Value on August 31, 2024 and sell it today you would earn a total of 37.00 from holding Large Pany Value or generate 3.31% return on investment over 90 days. Large Pany Value is currently producing 0.0533% returns and takes up 0.5572% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Large, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Large Company Current Valuation
Fairly Valued
Today
Please note that Large Company's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Large Pany Value secures a last-minute Real Value of $11.47 per share. The latest price of the fund is $11.54. We determine the value of Large Pany Value from analyzing 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 merge together.
Since Large Company is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Large Mutual Fund. However, Large Company'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 11.54 | Real 11.47 | Hype 11.54 |
The intrinsic value of Large Company'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 Large Company'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 Large Pany Value helps investors to forecast how Large 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 Large Company more accurately as focusing exclusively on Large Company's fundamentals will not take into account other important factors: Large Company Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Large Company's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Large Pany Value, and traders can use it to determine the average amount a Large Company'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 = 0.0956
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | ALVIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Large Company is performing at about 7% 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 Large Company by adding it to a well-diversified portfolio.
Large Company Fundamentals Growth
Large Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Large Company, and Large Company 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 Large Mutual Fund performance.
| Price To Earning | 16.57 X | |||
| Price To Book | 1.83 X | |||
| Price To Sales | 1.52 X | |||
| Total Asset | 585.79 M | |||
About Large Company Performance
Evaluating Large Company's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Large Company 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 Large Company 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 portfolio managers will invest at least 80 percent of the funds assets in securities of large capitalization companies. For purposes of this 80 percent test, the advisors define large capitalization companies as those with capitalizations within the range of the Russell 1000 Index. In selecting stocks for the fund, the portfolio managers look for companies whose stock price may not adequately reflect the companys value.Things to note about Large Pany Value performance evaluation
Checking the ongoing alerts about Large Company for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Large Pany 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 96.22% of its assets under management (AUM) in equities |
- Analyzing Large Company'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 Large Company's stock is overvalued or undervalued compared to its peers.
- Examining Large Company'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 Large Company's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Large Company's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Large Company's mutual fund. These opinions can provide insight into Large Company's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Large Mutual Fund
Large Company financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Company security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Commodity Directory Find actively traded commodities issued by global exchanges |