Ab Servative Wealth Fund Manager Performance Evaluation
| APWIX Fund | USD 13.08 0.04 0.30% |
The fund owns a Beta (Systematic Risk) of 0.5, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Ab Servative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Servative is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Ab Servative Wealth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Ab Servative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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APWIX |
Ab Servative Relative Risk vs. Return Landscape
If you would invest 1,322 in Ab Servative Wealth on October 21, 2025 and sell it today you would lose (14.00) from holding Ab Servative Wealth or give up 1.06% of portfolio value over 90 days. Ab Servative Wealth is currently producing negative expected returns and takes up 0.4598% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than APWIX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Servative Current Valuation
Fairly Valued
Today
Please note that Ab Servative's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Servative Wealth owns a latest Real Value of $13.07 per share. The recent price of the fund is $13.08. We determine the value of Ab Servative Wealth 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 Servative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of APWIX Mutual Fund. However, Ab Servative'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 13.08 | Real 13.07 | Hype 13.0 | Naive 13.22 |
The intrinsic value of Ab Servative'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 Servative'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 Servative Wealth helps investors to forecast how APWIX 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 Servative more accurately as focusing exclusively on Ab Servative's fundamentals will not take into account other important factors: Ab Servative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Servative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Servative Wealth, and traders can use it to determine the average amount a Ab Servative'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 = -0.0351
| High Returns | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | APWIX |
Based on monthly moving average Ab Servative is not performing at its full potential. However, 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 Servative by adding Ab Servative to a well-diversified portfolio.
Ab Servative Fundamentals Growth
APWIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Servative, and Ab Servative 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 APWIX Mutual Fund performance.
| Price To Earning | 16.67 X | ||||
| Price To Book | 1.93 X | ||||
| Price To Sales | 1.33 X | ||||
| Total Asset | 121.39 M | ||||
About Ab Servative Performance
Evaluating Ab Servative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Servative 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 Servative 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 in a diversified portfolio of equity and fixed-income securities. Normally, the funds investments will consist of approximately 60 percent equity securities and 40 percent fixed-income securities, but these target allocations may vary. The fund will not purchase a security if as a result less than 25 percent of its total assets would be invested in either equity securities or fixed-income securities. Under normal circumstances, at least 80 percent of its net assets will be invested in securities of issuers that meet the funds sustainability criteria.Things to note about Ab Servative Wealth performance evaluation
Checking the ongoing alerts about Ab Servative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Servative Wealth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ab Servative Wealth generated a negative expected return over the last 90 days | |
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- Analyzing Ab Servative'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 Servative's stock is overvalued or undervalued compared to its peers.
- Examining Ab Servative'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 Servative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Servative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Servative's mutual fund. These opinions can provide insight into Ab Servative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in APWIX Mutual Fund
Ab Servative financial ratios help investors to determine whether APWIX 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 APWIX with respect to the benefits of owning Ab Servative security.
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