Ariel Fund Investor Fund Manager Performance Evaluation
| ARGFX Fund | USD 82.42 1.37 1.64% |
The fund shows a Beta (market volatility) of 1.14, which signifies a somewhat significant risk relative to the market. Ariel Fund returns are very sensitive to returns on the market. As the market goes up or down, Ariel Fund is expected to follow.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ariel Fund Investor are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Ariel Fund may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | 3 Stock Funds With Potential Liquidity Challenges - Morningstar | 09/18/2024 |
| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.9900 |
Ariel |
Ariel Fund Relative Risk vs. Return Landscape
If you would invest 7,497 in Ariel Fund Investor on August 29, 2024 and sell it today you would earn a total of 745.00 from holding Ariel Fund Investor or generate 9.94% return on investment over 90 days. Ariel Fund Investor is currently producing 0.1539% returns and takes up 1.0808% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Ariel, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ariel Fund Current Valuation
Overvalued
Today
Please note that Ariel Fund's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Ariel Fund Investor shows a prevailing Real Value of $75.66 per share. The current price of the fund is $82.42. We determine the value of Ariel Fund Investor 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 Ariel Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ariel Mutual Fund. However, Ariel Fund'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 82.42 | Real 75.66 | Hype 82.42 | Naive 81.83 |
The intrinsic value of Ariel Fund'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 Ariel Fund'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 Ariel Fund Investor helps investors to forecast how Ariel 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 Ariel Fund more accurately as focusing exclusively on Ariel Fund's fundamentals will not take into account other important factors: Ariel Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ariel Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ariel Fund Investor, and traders can use it to determine the average amount a Ariel Fund'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 = 0.1424
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ARGFX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Ariel Fund is performing at about 11% 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 Ariel Fund by adding it to a well-diversified portfolio.
Ariel Fund Fundamentals Growth
Ariel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ariel Fund, and Ariel Fund 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 Ariel Mutual Fund performance.
| Price To Earning | 16.18 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 1.09 X | |||
| Total Asset | 1.26 B | |||
About Ariel Fund Performance
Evaluating Ariel Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ariel Fund 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 Ariel Fund 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 smallmid cap undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell 2500TM Index, measured at the time of initial purchase.Things to note about Ariel Fund Investor performance evaluation
Checking the ongoing alerts about Ariel Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ariel Fund Investor 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 99.35% of its assets under management (AUM) in equities |
- Analyzing Ariel Fund'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 Ariel Fund's stock is overvalued or undervalued compared to its peers.
- Examining Ariel Fund'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 Ariel Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ariel Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ariel Fund's mutual fund. These opinions can provide insight into Ariel Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ariel Mutual Fund
Ariel Fund financial ratios help investors to determine whether Ariel 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 Ariel with respect to the benefits of owning Ariel Fund security.
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