Ab Minnesota Portfolio Fund Manager Performance Evaluation
| AMNCX Fund | USD 9.71 0.03 0.31% |
The fund owns a Beta (Systematic Risk) of -0.0736, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ab Minnesota are expected to decrease at a much lower rate. During the bear market, Ab Minnesota is likely to outperform the market.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Minnesota Portfolio are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Ab Minnesota 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 | 30th of September 2022 | |
| Expense Ratio | 1.6000 |
AMNCX |
Ab Minnesota Relative Risk vs. Return Landscape
If you would invest 965.00 in Ab Minnesota Portfolio on September 2, 2024 and sell it today you would earn a total of 6.00 from holding Ab Minnesota Portfolio or generate 0.62% return on investment over 90 days. Ab Minnesota Portfolio is currently producing 0.0099% returns and takes up 0.2083% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than AMNCX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Minnesota Current Valuation
Overvalued
Today
Please note that Ab Minnesota's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Ab Minnesota Portfolio owns a latest Real Value of $9.36 per share. The recent price of the fund is $9.71. We determine the value of Ab Minnesota Portfolio 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 Minnesota is currently traded on the exchange, buyers and sellers on that exchange determine the market value of AMNCX Mutual Fund. However, Ab Minnesota'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 9.71 | Real 9.36 | Hype 9.71 | Naive 9.71 |
The intrinsic value of Ab Minnesota'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 Minnesota'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 Minnesota Portfolio helps investors to forecast how AMNCX 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 Minnesota more accurately as focusing exclusively on Ab Minnesota's fundamentals will not take into account other important factors: Ab Minnesota Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Minnesota's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Minnesota Portfolio, and traders can use it to determine the average amount a Ab Minnesota'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 = 0.0475
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AMNCX |
Estimated Market Risk
| 0.21 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Ab Minnesota is performing at about 3% 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 Minnesota by adding it to a well-diversified portfolio.
Ab Minnesota Fundamentals Growth
AMNCX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Minnesota, and Ab Minnesota 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 AMNCX Mutual Fund performance.
| Total Asset | 1.71 M | ||||
About Ab Minnesota Performance
Evaluating Ab Minnesota's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Minnesota 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 Minnesota 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 normally invests at least 80 percent of its net assets in municipal securities that pay interest that is exempt from federal income tax. These securities may pay interest that is subject to the federal AMT for certain taxpayers.Things to note about Ab Minnesota Portfolio performance evaluation
Checking the ongoing alerts about Ab Minnesota for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Minnesota Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Ab Minnesota Portfolio holds most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Ab Minnesota'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 Minnesota's stock is overvalued or undervalued compared to its peers.
- Examining Ab Minnesota'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 Minnesota's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Minnesota's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Minnesota's mutual fund. These opinions can provide insight into Ab Minnesota's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AMNCX Mutual Fund
Ab Minnesota financial ratios help investors to determine whether AMNCX 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 AMNCX with respect to the benefits of owning Ab Minnesota security.
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