Acclivity Mid Cap Fund Manager Performance Evaluation
| AXMIX Fund | USD 16.90 0.03 0.18% |
The fund shows a Beta (market volatility) of 0.98, which signifies possible diversification benefits within a given portfolio. Acclivity Mid returns are very sensitive to returns on the market. As the market goes up or down, Acclivity Mid is expected to follow.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Acclivity Mid Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Acclivity Mid may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.4400 |
Acclivity |
Acclivity Mid Relative Risk vs. Return Landscape
If you would invest 1,536 in Acclivity Mid Cap on August 29, 2024 and sell it today you would earn a total of 154.00 from holding Acclivity Mid Cap or generate 10.03% return on investment over 90 days. Acclivity Mid Cap is currently producing 0.1552% returns and takes up 0.8405% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Acclivity, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Acclivity Mid Current Valuation
Fairly Valued
Today
Please note that Acclivity Mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Acclivity Mid Cap shows a prevailing Real Value of $16.97 per share. The current price of the fund is $16.9. We determine the value of Acclivity Mid Cap 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 Acclivity Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Acclivity Mutual Fund. However, Acclivity Mid'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 16.9 | Real 16.97 | Hype 16.9 |
The intrinsic value of Acclivity Mid'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 Acclivity Mid'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 Acclivity Mid Cap helps investors to forecast how Acclivity 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 Acclivity Mid more accurately as focusing exclusively on Acclivity Mid's fundamentals will not take into account other important factors: Acclivity Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Acclivity Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Acclivity Mid Cap, and traders can use it to determine the average amount a Acclivity Mid'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 = 0.1847
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | AXMIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Acclivity Mid is performing at about 14% 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 Acclivity Mid by adding it to a well-diversified portfolio.
Acclivity Mid Fundamentals Growth
Acclivity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Acclivity Mid, and Acclivity Mid 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 Acclivity Mutual Fund performance.
| Total Asset | 462.32 K | ||||
About Acclivity Mid Performance
Evaluating Acclivity Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Acclivity Mid 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 Acclivity Mid 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 market conditions, the adviser is expected to hold approximately 300 different stocks, where no individual issuer represents more than 5 percent of the portfolio total value. The adviser defines a mid-capitalization company as any company that is neither in the highest 80 percent of U.S. aggregate market capitalization nor in the lowest 8 percent of U.S. aggregate market capitalization. As a non-fundamental policy, the fund will invest at least 80 percent of its total assets in equity securities of mid-cap companies. It may obtain exposure to equity securities through futures and options on futures contracts.Things to note about Acclivity Mid Cap performance evaluation
Checking the ongoing alerts about Acclivity Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Acclivity Mid Cap 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 97.22% of its assets under management (AUM) in equities |
- Analyzing Acclivity Mid'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 Acclivity Mid's stock is overvalued or undervalued compared to its peers.
- Examining Acclivity Mid'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 Acclivity Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Acclivity Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Acclivity Mid's mutual fund. These opinions can provide insight into Acclivity Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Acclivity Mutual Fund
Acclivity Mid financial ratios help investors to determine whether Acclivity 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 Acclivity with respect to the benefits of owning Acclivity Mid security.
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