Aberforth Smaller (UK) Performance
| ASL Stock | 1,442 8.00 0.56% |
The firm shows a Beta (market volatility) of 0.38, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aberforth Smaller's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aberforth Smaller is expected to be smaller as well. At this point, Aberforth Smaller has a negative expected return of -0.19%. Please make sure to confirm Aberforth Smaller's treynor ratio, skewness, and the relationship between the jensen alpha and value at risk , to decide if Aberforth Smaller performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Aberforth Smaller Companies has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Stock's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Forward Dividend Yield 0.0294 | Forward Dividend Rate 0.42 | Ex Dividend Date 2024-08-08 |
1 | Aberforth Smaller Companies Trust Share Price Passes Above 50 Day Moving Average of 1,601.78 - MarketBeat | 09/18/2024 |
2 | Aberforth Smaller Companies Trust Share Price Passes Below 50-Day Moving Average - Should You Sell - MarketBeat | 11/19/2024 |
| Begin Period Cash Flow | 1.7 M |
Aberforth |
Aberforth Smaller Relative Risk vs. Return Landscape
If you would invest 164,200 in Aberforth Smaller Companies on August 27, 2024 and sell it today you would lose (20,000) from holding Aberforth Smaller Companies or give up 12.18% of portfolio value over 90 days. Aberforth Smaller Companies is generating negative expected returns and assumes 1.0358% volatility on return distribution over the 90 days horizon. Simply put, 9% of stocks are less volatile than Aberforth, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Aberforth Smaller Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aberforth Smaller's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Aberforth Smaller Companies, and traders can use it to determine the average amount a Aberforth Smaller'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 = -0.1876
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| Negative Returns | ASL |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Aberforth Smaller 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 Aberforth Smaller by adding Aberforth Smaller to a well-diversified portfolio.
Aberforth Smaller Fundamentals Growth
Aberforth Stock prices reflect investors' perceptions of the future prospects and financial health of Aberforth Smaller, and Aberforth Smaller 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 Aberforth Stock performance.
| Return On Equity | 0.19 | ||||
| Return On Asset | 0.12 | ||||
| Profit Margin | 0.94 % | ||||
| Operating Margin | 0.96 % | ||||
| Current Valuation | 1.31 B | ||||
| Shares Outstanding | 84.14 M | ||||
| Price To Book | 0.85 X | ||||
| Price To Sales | 4.68 X | ||||
| Revenue | 101.87 M | ||||
| Gross Profit | (142.56 M) | ||||
| EBITDA | 99.13 M | ||||
| Net Income | 52.34 M | ||||
| Total Debt | 71.84 M | ||||
| Book Value Per Share | 16.95 X | ||||
| Cash Flow From Operations | 46.16 M | ||||
| Earnings Per Share | 3.05 X | ||||
| Total Asset | 1.37 B | ||||
| Retained Earnings | 1.26 B | ||||
About Aberforth Smaller Performance
By analyzing Aberforth Smaller's fundamental ratios, stakeholders can gain valuable insights into Aberforth Smaller's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Aberforth Smaller 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 Aberforth Smaller has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Aberforth Smaller is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Aberforth Smaller performance evaluation
Checking the ongoing alerts about Aberforth Smaller for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Aberforth Smaller help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aberforth Smaller generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Aberforth Smaller Companies Trust Share Price Passes Below 50-Day Moving Average - Should You Sell - MarketBeat |
- Analyzing Aberforth Smaller'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 Aberforth Smaller's stock is overvalued or undervalued compared to its peers.
- Examining Aberforth Smaller'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 Aberforth Smaller's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aberforth Smaller's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Aberforth Smaller's stock. These opinions can provide insight into Aberforth Smaller's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Aberforth Stock analysis
When running Aberforth Smaller's price analysis, check to measure Aberforth Smaller's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Aberforth Smaller is operating at the current time. Most of Aberforth Smaller's value examination focuses on studying past and present price action to predict the probability of Aberforth Smaller's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Aberforth Smaller's price. Additionally, you may evaluate how the addition of Aberforth Smaller to your portfolios can decrease your overall portfolio volatility.
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