Aggressive Investors 1 Fund Manager Performance Evaluation

BRAGX Fund  USD 96.76  0.38  0.39%   
The fund shows a Beta (market volatility) of 0.56, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aggressive Investors' returns are expected to increase less than the market. However, during the bear market, the loss of holding Aggressive Investors is expected to be smaller as well.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Aggressive Investors 1 are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Aggressive Investors showed solid returns over the last few months and may actually be approaching a breakup point.
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1
Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio - Yahoo Finance
11/04/2025
Expense Ratio Date31st of October 2025
Expense Ratio0.8600
  

Aggressive Investors Relative Risk vs. Return Landscape

If you would invest  7,772  in Aggressive Investors 1 on October 25, 2025 and sell it today you would earn a total of  1,942  from holding Aggressive Investors 1 or generate 24.99% return on investment over 90 days. Aggressive Investors 1 is currently producing 0.4137% returns and takes up 3.076% volatility of returns over 90 trading days. Put another way, 27% of traded mutual funds are less volatile than Aggressive, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Aggressive Investors is expected to generate 4.17 times more return on investment than the market. However, the company is 4.17 times more volatile than its market benchmark. It trades about 0.13 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 per unit of risk.

Aggressive Investors Current Valuation

Undervalued
Today
96.76
Please note that Aggressive Investors' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Aggressive Investors shows a prevailing Real Value of $102.29 per share. The current price of the fund is $96.76. We determine the value of Aggressive Investors 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 Aggressive Investors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aggressive Mutual Fund. However, Aggressive Investors' 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  96.76 Real  102.29 Hype  96.47 Naive  96.25
The intrinsic value of Aggressive Investors' 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 Aggressive Investors' 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.
102.29
Real Value
105.37
Upside
Estimating the potential upside or downside of Aggressive Investors 1 helps investors to forecast how Aggressive 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 Aggressive Investors more accurately as focusing exclusively on Aggressive Investors' fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
73.8191.31108.80
Details
Hype
Prediction
LowEstimatedHigh
93.3996.4799.55
Details
Naive
Forecast
LowNext ValueHigh
93.1896.2599.33
Details
Below is the normalized historical share price chart for Aggressive Investors 1 extending back to June 23, 1997. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Aggressive Investors stands at 96.76, as last reported on the 23rd of January, with the highest price reaching 96.76 and the lowest price hitting 96.76 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Aggressive Investors Fundamentals Growth

Aggressive Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aggressive Investors, and Aggressive Investors 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 Aggressive Mutual Fund performance.

About Aggressive Investors Performance

Evaluating Aggressive Investors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aggressive Investors 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 Aggressive Investors 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 in a diversified portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, NYSE American and NASDAQ. It may invest in stocks for which there is relatively low market liquidity, as periodically determined by the Adviser based on the stocks trading volume.

Things to note about Aggressive Investors performance evaluation

Checking the ongoing alerts about Aggressive Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aggressive Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Aggressive Investors had very high historical volatility over the last 90 days
The fund holds 98.92% of its assets under management (AUM) in equities
Evaluating Aggressive Investors' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Aggressive Investors' mutual fund performance include:
  • Analyzing Aggressive Investors' 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 Aggressive Investors' stock is overvalued or undervalued compared to its peers.
  • Examining Aggressive Investors' 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 Aggressive Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aggressive Investors' management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Aggressive Investors' mutual fund. These opinions can provide insight into Aggressive Investors' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Aggressive Investors' mutual fund performance is not an exact science, and many factors can impact Aggressive Investors' mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Aggressive Mutual Fund

Aggressive Investors financial ratios help investors to determine whether Aggressive 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 Aggressive with respect to the benefits of owning Aggressive Investors security.
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