Aggressive Growth Fund Manager Performance Evaluation
| USAUX Fund | USD 70.35 0.55 0.79% |
The fund shows a Beta (market volatility) of 0.94, which signifies possible diversification benefits within a given portfolio. Aggressive Growth returns are very sensitive to returns on the market. As the market goes up or down, Aggressive Growth 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 Aggressive Growth Fund are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Aggressive Growth may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of December 2022 | |
| Expense Ratio | 0.6400 |
Aggressive |
Aggressive Growth Relative Risk vs. Return Landscape
If you would invest 6,224 in Aggressive Growth Fund on September 3, 2024 and sell it today you would earn a total of 811.00 from holding Aggressive Growth Fund or generate 13.03% return on investment over 90 days. Aggressive Growth Fund is currently producing 0.1972% returns and takes up 1.065% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Aggressive, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aggressive Growth Current Valuation
Overvalued
Today
Please note that Aggressive Growth's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Aggressive Growth shows a prevailing Real Value of $64.37 per share. The current price of the fund is $70.35. We determine the value of Aggressive Growth 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aggressive Mutual Fund. However, Aggressive Growth'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 70.35 | Real 64.37 | Hype 70.35 | Naive 70.32 |
The intrinsic value of Aggressive Growth'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 Aggressive Growth'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 Aggressive Growth Fund 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 Growth more accurately as focusing exclusively on Aggressive Growth's fundamentals will not take into account other important factors: Aggressive Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aggressive Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aggressive Growth Fund, and traders can use it to determine the average amount a Aggressive Growth'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 = 0.1851
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | USAUX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Aggressive Growth 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 Aggressive Growth by adding it to a well-diversified portfolio.
Aggressive Growth Fundamentals Growth
Aggressive Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aggressive Growth, and Aggressive Growth 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.
| Price To Earning | 23.24 X | |||
| Price To Book | 4.36 X | |||
| Price To Sales | 2.63 X | |||
| Total Asset | 1.79 B | |||
About Aggressive Growth Performance
Evaluating Aggressive Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aggressive Growth 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 Growth 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 equity securities of large-capitalization companies that are selected for their growth potential. Although the fund invests primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities, including securities issued in emerging markets.Things to note about Aggressive Growth performance evaluation
Checking the ongoing alerts about Aggressive Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aggressive Growth 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 all of its net assets in stocks |
- Analyzing Aggressive Growth'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 Aggressive Growth's stock is overvalued or undervalued compared to its peers.
- Examining Aggressive Growth'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 Aggressive Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aggressive Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aggressive Growth's mutual fund. These opinions can provide insight into Aggressive Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aggressive Mutual Fund
Aggressive Growth 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 Growth security.
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