Atlas Tactical Income Fund Manager Performance Evaluation
| ATLCX Fund | USD 8.50 0.02 0.23% |
The fund shows a Beta (market volatility) of 0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Atlas Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Atlas Tactical is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Atlas Tactical Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Atlas Tactical is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreAtlas |
Atlas Tactical Relative Risk vs. Return Landscape
If you would invest 856.00 in Atlas Tactical Income on September 12, 2024 and sell it today you would lose (6.00) from holding Atlas Tactical Income or give up 0.7% of portfolio value over 90 days. Atlas Tactical Income is currently producing negative expected returns and takes up 0.4045% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Atlas, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Atlas Tactical Current Valuation
Fairly Valued
Today
Please note that Atlas Tactical's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Atlas Tactical Income shows a prevailing Real Value of $8.49 per share. The current price of the fund is $8.5. We determine the value of Atlas Tactical Income 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 Atlas Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Atlas Mutual Fund. However, Atlas Tactical'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 8.5 | Real 8.49 | Hype 8.5 | Naive 8.5 |
The intrinsic value of Atlas Tactical'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 Atlas Tactical'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 Atlas Tactical Income helps investors to forecast how Atlas 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 Atlas Tactical more accurately as focusing exclusively on Atlas Tactical's fundamentals will not take into account other important factors: Atlas Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Atlas Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Atlas Tactical Income, and traders can use it to determine the average amount a Atlas Tactical'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 = -0.0252
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ATLCX |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Atlas Tactical 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 Atlas Tactical by adding Atlas Tactical to a well-diversified portfolio.
Atlas Tactical Fundamentals Growth
Atlas Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Atlas Tactical, and Atlas Tactical 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 Atlas Mutual Fund performance.
| Total Asset | 77.52 M | |||
About Atlas Tactical Performance
Evaluating Atlas Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Atlas Tactical 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 Atlas Tactical 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 primarily in fixed-income securities, including U.S. government, mortgage-backed, and corporate debt securities and municipal obligations. Atlas US is traded on NASDAQ Exchange in the United States.Things to note about Atlas Tactical Income performance evaluation
Checking the ongoing alerts about Atlas Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Atlas Tactical Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Atlas Tactical generated a negative expected return over the last 90 days | |
| The fund holds most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Atlas Tactical'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 Atlas Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Atlas Tactical'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 Atlas Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Atlas Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Atlas Tactical's mutual fund. These opinions can provide insight into Atlas Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Atlas Mutual Fund
Atlas Tactical financial ratios help investors to determine whether Atlas 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 Atlas with respect to the benefits of owning Atlas Tactical security.
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