Active Portfolios Multi Manager Fund Manager Performance Evaluation
| CTRZX Fund | USD 8.69 0.02 0.23% |
The fund shows a Beta (market volatility) of -0.0602, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Active Portfolios are expected to decrease at a much lower rate. During the bear market, Active Portfolios is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Active Portfolios Multi Manager has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Active Portfolios is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4900 |
Active |
Active Portfolios Relative Risk vs. Return Landscape
If you would invest 877.00 in Active Portfolios Multi Manager on September 1, 2024 and sell it today you would lose (8.00) from holding Active Portfolios Multi Manager or give up 0.91% of portfolio value over 90 days. Active Portfolios Multi Manager is currently producing negative expected returns and takes up 0.3104% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Active, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Active Portfolios Current Valuation
Fairly Valued
Today
Please note that Active Portfolios' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Active Portfolios Multi shows a prevailing Real Value of $8.7 per share. The current price of the fund is $8.69. We determine the value of Active Portfolios Multi 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 Active Portfolios is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Active Mutual Fund. However, Active Portfolios' 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 8.69 | Real 8.7 | Hype 8.69 | Naive 8.72 |
The intrinsic value of Active Portfolios' 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 Active Portfolios' 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 Active Portfolios Multi Manager helps investors to forecast how Active 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 Active Portfolios more accurately as focusing exclusively on Active Portfolios' fundamentals will not take into account other important factors: Active Portfolios Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Active Portfolios' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Active Portfolios Multi Manager, and traders can use it to determine the average amount a Active Portfolios' 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 = -0.0446
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CTRZX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Active Portfolios 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 Active Portfolios by adding Active Portfolios to a well-diversified portfolio.
Active Portfolios Fundamentals Growth
Active Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Active Portfolios, and Active Portfolios 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 Active Mutual Fund performance.
| Total Asset | 10.07 B | ||||
About Active Portfolios Performance
Evaluating Active Portfolios' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Active Portfolios 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 Active Portfolios 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 fund invests at least 80 percent of its net assets in bonds and other debt securities, including debt securities issued by the U.S. government, its agencies, instrumentalities or sponsored corporations, debt securities issued by corporations, mortgage- and other asset-backed securities, dollar-denominated securities issued by foreign governments, companies or other entities, bank loans and other obligations.Things to note about Active Portfolios Multi performance evaluation
Checking the ongoing alerts about Active Portfolios for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Active Portfolios Multi help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Active Portfolios generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Active Portfolios Multi holds about 11.19% of its assets under management (AUM) in cash |
- Analyzing Active Portfolios' 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 Active Portfolios' stock is overvalued or undervalued compared to its peers.
- Examining Active Portfolios' 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 Active Portfolios' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Active Portfolios' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Active Portfolios' mutual fund. These opinions can provide insight into Active Portfolios' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Active Mutual Fund
Active Portfolios financial ratios help investors to determine whether Active 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 Active with respect to the benefits of owning Active Portfolios security.
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