Ariel Appreciation Fund Manager Performance Evaluation
| CAAPX Fund | USD 45.10 0.12 0.27% |
The fund shows a Beta (market volatility) of 1.17, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Ariel Appreciation will likely underperform.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ariel Appreciation Fund are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ariel Appreciation may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | Ariel Investments Appreciation Fund Q3 2024 Commentary - Seeking Alpha | 11/05/2024 |
| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 1.1300 |
Ariel |
Ariel Appreciation Relative Risk vs. Return Landscape
If you would invest 4,085 in Ariel Appreciation Fund on September 1, 2024 and sell it today you would earn a total of 425.00 from holding Ariel Appreciation Fund or generate 10.4% return on investment over 90 days. Ariel Appreciation Fund is currently producing 0.1599% returns and takes up 1.027% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Ariel, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ariel Appreciation Current Valuation
Fairly Valued
Today
Please note that Ariel Appreciation's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ariel Appreciation shows a prevailing Real Value of $44.44 per share. The current price of the fund is $45.1. We determine the value of Ariel Appreciation 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 Ariel Appreciation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ariel Mutual Fund. However, Ariel Appreciation'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 45.1 | Real 44.44 | Hype 45.21 |
The intrinsic value of Ariel Appreciation'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 Ariel Appreciation'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 Ariel Appreciation Fund helps investors to forecast how Ariel 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 Ariel Appreciation more accurately as focusing exclusively on Ariel Appreciation's fundamentals will not take into account other important factors: Ariel Appreciation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ariel Appreciation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ariel Appreciation Fund, and traders can use it to determine the average amount a Ariel Appreciation'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 = 0.1557
| Best Portfolio | Best Equity | |||
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| Small Returns | CAAPX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Ariel Appreciation is performing at about 12% 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 Ariel Appreciation by adding it to a well-diversified portfolio.
Ariel Appreciation Fundamentals Growth
Ariel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ariel Appreciation, and Ariel Appreciation 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 Ariel Mutual Fund performance.
| Price To Earning | 16.52 X | ||||
| Price To Book | 2.10 X | ||||
| Price To Sales | 1.21 X | ||||
| Total Asset | 877.29 M | ||||
About Ariel Appreciation Performance
Evaluating Ariel Appreciation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ariel Appreciation 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 Ariel Appreciation 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 mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap Index, measured at the time of initial purchase. The funds strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets Active patience, Independent Thinking, Focused Expertise, and Bold Teamwork.Things to note about Ariel Appreciation performance evaluation
Checking the ongoing alerts about Ariel Appreciation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ariel Appreciation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Ariel Investments Appreciation Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund holds 98.92% of its assets under management (AUM) in equities |
- Analyzing Ariel Appreciation'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 Ariel Appreciation's stock is overvalued or undervalued compared to its peers.
- Examining Ariel Appreciation'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 Ariel Appreciation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ariel Appreciation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ariel Appreciation's mutual fund. These opinions can provide insight into Ariel Appreciation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ariel Mutual Fund
Ariel Appreciation financial ratios help investors to determine whether Ariel 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 Ariel with respect to the benefits of owning Ariel Appreciation security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |