Archer Dividend Growth Fund Manager Performance Evaluation
| ARDGX Fund | USD 27.94 0.02 0.07% |
The fund shows a Beta (market volatility) of 0.5, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Archer Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Archer Dividend is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Archer Dividend Growth are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Archer Dividend 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 December 2022 | |
| Expense Ratio | 1.2000 |
Archer |
Archer Dividend Relative Risk vs. Return Landscape
If you would invest 2,683 in Archer Dividend Growth on August 31, 2024 and sell it today you would earn a total of 109.00 from holding Archer Dividend Growth or generate 4.06% return on investment over 90 days. Archer Dividend Growth is currently producing 0.0646% returns and takes up 0.5285% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Archer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Archer Dividend Current Valuation
Fairly Valued
Today
Please note that Archer Dividend's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Archer Dividend Growth shows a prevailing Real Value of $27.74 per share. The current price of the fund is $27.94. We determine the value of Archer Dividend Growth from analyzing 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 point, mutual fund prices and their ongoing real values will blend.
Since Archer Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Archer Mutual Fund. However, Archer Dividend'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 27.94 | Real 27.74 | Hype 27.92 |
The intrinsic value of Archer Dividend'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 Archer Dividend'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 Archer Dividend Growth helps investors to forecast how Archer 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 Archer Dividend more accurately as focusing exclusively on Archer Dividend's fundamentals will not take into account other important factors: Archer Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Archer Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Archer Dividend Growth, and traders can use it to determine the average amount a Archer Dividend'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 = 0.1222
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| Cash | ARDGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.53 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Archer Dividend is performing at about 9% 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 Archer Dividend by adding it to a well-diversified portfolio.
Archer Dividend Fundamentals Growth
Archer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Archer Dividend, and Archer Dividend 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 Archer Mutual Fund performance.
About Archer Dividend Performance
Evaluating Archer Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Archer Dividend 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 Archer Dividend 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 fund seeks to achieve its objective to provide income and, as a secondary focus, long-term capital appreciation, by investing at least 80 percent of its net assets in equity securities of large-capitalization companies, primarily in dividend-paying equity securities, consisting of common stocks, preferred stocks and shares of beneficial interest of real estate investment trusts . It may invest up to 30 percent of its total assets in foreign securities.Things to note about Archer Dividend Growth performance evaluation
Checking the ongoing alerts about Archer Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Archer Dividend Growth 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 97.19% of its assets under management (AUM) in equities |
- Analyzing Archer Dividend'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 Archer Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Archer Dividend'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 Archer Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Archer Dividend's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Archer Dividend's mutual fund. These opinions can provide insight into Archer Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Archer Mutual Fund
Archer Dividend financial ratios help investors to determine whether Archer 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 Archer with respect to the benefits of owning Archer Dividend security.
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