At Income Opportunities Fund Manager Performance Evaluation
| AWIIX Fund | USD 16.53 0.07 0.43% |
The fund owns a Beta (Systematic Risk) of 0.44, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, At Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding At Income is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in At Income Opportunities are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, At Income 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 | 1st of March 2023 | |
| Expense Ratio | 0.6900 |
AWIIX |
At Income Relative Risk vs. Return Landscape
If you would invest 1,613 in At Income Opportunities on August 25, 2024 and sell it today you would earn a total of 40.00 from holding At Income Opportunities or generate 2.48% return on investment over 90 days. At Income Opportunities is currently producing 0.0384% returns and takes up 0.3916% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than AWIIX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
At Income Current Valuation
Fairly Valued
Today
Please note that At Income's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. At Income Opportunities owns a latest Real Value of $16.47 per share. The recent price of the fund is $16.53. We determine the value of At Income Opportunities 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, in the future, mutual fund prices and their ongoing real values will grow together.
Since At Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of AWIIX Mutual Fund. However, At Income'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 16.53 | Real 16.47 | Hype 16.53 | Naive 16.52 |
The intrinsic value of At Income'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 At Income'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 At Income Opportunities helps investors to forecast how AWIIX 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 At Income more accurately as focusing exclusively on At Income's fundamentals will not take into account other important factors: At Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for At Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as At Income Opportunities, and traders can use it to determine the average amount a At Income'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 = 0.0982
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AWIIX |
Estimated Market Risk
| 0.39 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average At Income is performing at about 7% 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 At Income by adding it to a well-diversified portfolio.
At Income Fundamentals Growth
AWIIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of At Income, and At Income 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 AWIIX Mutual Fund performance.
| Price To Earning | 17.92 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 2.27 X | ||||
About At Income Performance
Evaluating At Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if At Income 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 At Income 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 circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in income producing securities. The fund invests in a combination of common stock, preferred stock, convertible securities, fixed income securities and other investment companies and closed-end investment companies .Things to note about At Income Opportunities performance evaluation
Checking the ongoing alerts about At Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for At Income Opportunities 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 about 28.11% of its assets under management (AUM) in fixed income securities |
- Analyzing At Income'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 At Income's stock is overvalued or undervalued compared to its peers.
- Examining At Income'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 At Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of At Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of At Income's mutual fund. These opinions can provide insight into At Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AWIIX Mutual Fund
At Income financial ratios help investors to determine whether AWIIX 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 AWIIX with respect to the benefits of owning At Income security.
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