Upright Assets Allocation Fund Manager Performance Evaluation
| UPAAX Fund | USD 14.15 0.17 1.22% |
The entity has a beta of 1.85, which indicates 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, Upright Assets will likely underperform.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Upright Assets Allocation are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Upright Assets may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 3.2800 |
Upright |
Upright Assets Relative Risk vs. Return Landscape
If you would invest 1,291 in Upright Assets Allocation on August 27, 2024 and sell it today you would earn a total of 107.00 from holding Upright Assets Allocation or generate 8.29% return on investment over 90 days. Upright Assets Allocation is currently producing 0.1398% returns and takes up 1.7576% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Upright, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Upright Assets Current Valuation
Fairly Valued
Today
Please note that Upright Assets' price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Upright Assets Allocation has a current Real Value of $13.74 per share. The regular price of the fund is $14.15. We determine the value of Upright Assets Allocation from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Upright Assets is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Upright Mutual Fund. However, Upright Assets' 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 14.15 | Real 13.74 | Hype 13.98 | Naive 13.63 |
The intrinsic value of Upright Assets' 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 Upright Assets' 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 Upright Assets Allocation helps investors to forecast how Upright 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 Upright Assets more accurately as focusing exclusively on Upright Assets' fundamentals will not take into account other important factors: Upright Assets Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Upright Assets' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Upright Assets Allocation, and traders can use it to determine the average amount a Upright Assets' 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 = 0.0795
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | UPAAX | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.76 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Upright Assets is performing at about 6% 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 Upright Assets by adding it to a well-diversified portfolio.
Upright Assets Fundamentals Growth
Upright Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Upright Assets, and Upright Assets 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 Upright Mutual Fund performance.
| Total Asset | 2.29 M | ||||
About Upright Assets Performance
Evaluating Upright Assets' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Upright Assets 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 Upright Assets 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 primarily in a portfolio of securities and other investments of issuers across a broad range of countries and asset categories. These global assets fall under five general categories which are Equity Securities, Fixed Income Securities , Real Estate Investment Trusts , Commodity-related derivatives, and cash and cash equivalents such as money market funds.Things to note about Upright Assets Allocation performance evaluation
Checking the ongoing alerts about Upright Assets for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Upright Assets Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 19.65% of its net assets in cash |
- Analyzing Upright Assets' 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 Upright Assets' stock is overvalued or undervalued compared to its peers.
- Examining Upright Assets' 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 Upright Assets' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Upright Assets' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Upright Assets' mutual fund. These opinions can provide insight into Upright Assets' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Upright Mutual Fund
Upright Assets financial ratios help investors to determine whether Upright 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 Upright with respect to the benefits of owning Upright Assets security.
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