Aristotle Value Equity Fund Manager Performance Evaluation
| ARRQX Fund | 23.53 0.08 0.34% |
The fund shows a Beta (market volatility) of 0.84, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aristotle Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aristotle Value is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Aristotle Value Equity are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Aristotle Value 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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Aristotle Value Relative Risk vs. Return Landscape
If you would invest 2,224 in Aristotle Value Equity on September 1, 2024 and sell it today you would earn a total of 129.00 from holding Aristotle Value Equity or generate 5.8% return on investment over 90 days. Aristotle Value Equity is currently producing 0.0905% returns and takes up 0.6922% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Aristotle, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aristotle Value Current Valuation
Fairly Valued
Today
Please note that Aristotle Value's price fluctuation is very steady at this time. Aristotle Value Equity shows a prevailing Real Value of USD23.32 per share. The current price of the fund is USD23.53. Our model approximates the value of Aristotle Value Equity from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Aristotle Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aristotle Mutual Fund. However, Aristotle Value'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 23.53 | Real 23.32 | Hype 23.53 | Naive 23.75 |
The intrinsic value of Aristotle Value'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 Aristotle Value'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 Aristotle Value Equity helps investors to forecast how Aristotle 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 Aristotle Value more accurately as focusing exclusively on Aristotle Value's fundamentals will not take into account other important factors: Aristotle Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aristotle Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aristotle Value Equity, and traders can use it to determine the average amount a Aristotle Value'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 = 0.1307
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| Cash | ARRQX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Aristotle Value is performing at about 10% 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 Aristotle Value by adding it to a well-diversified portfolio.
About Aristotle Value Performance
Evaluating Aristotle Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aristotle Value 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 Aristotle Value 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 at least 80 percent of its assets in equity securities. It investments in equity securities may include common stocks, depository receipts, and exchange-traded funds that invest primarily in equity securities. The fund seeks to meet its investment goal by investing primarily in equity securities of domestic and foreign issuers that are listed on a U.S. exchange or that are otherwise publicly traded in the United States but may invest up to 20 percent of its total assets in ADRs and GDRs.Things to note about Aristotle Value Equity performance evaluation
Checking the ongoing alerts about Aristotle Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aristotle Value Equity 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 all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Aristotle Value'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 Aristotle Value's stock is overvalued or undervalued compared to its peers.
- Examining Aristotle Value'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 Aristotle Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aristotle Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aristotle Value's mutual fund. These opinions can provide insight into Aristotle Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aristotle Mutual Fund
Aristotle Value financial ratios help investors to determine whether Aristotle 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 Aristotle with respect to the benefits of owning Aristotle Value security.
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