Al Frank Fund Manager Performance Evaluation
The fund owns a Beta (Systematic Risk) of 0.0219, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Al Frank's returns are expected to increase less than the market. However, during the bear market, the loss of holding Al Frank is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Al Frank 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, Al Frank showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.2400 |
VALAX |
Al Frank Relative Risk vs. Return Landscape
If you would invest 2,542 in Al Frank Fund on September 30, 2025 and sell it today you would earn a total of 424.00 from holding Al Frank Fund or generate 16.68% return on investment over 90 days. Al Frank Fund is currently producing 0.2541% returns and takes up 1.3718% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than VALAX, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Al Frank Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Al Frank's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Al Frank Fund, and traders can use it to determine the average amount a Al Frank'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 = 0.1853
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VALAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Based on monthly moving average Al Frank 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 Al Frank by adding it to a well-diversified portfolio.
Al Frank Fundamentals Growth
VALAX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Al Frank, and Al Frank 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 VALAX Mutual Fund performance.
| Price To Earning | 13.86 X | ||||
| Price To Book | 1.62 X | ||||
| Price To Sales | 0.97 X | ||||
| Total Asset | 74.05 M | ||||
Things to note about Al Frank Fund performance evaluation
Checking the ongoing alerts about Al Frank for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Al Frank Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Al Frank Fund is not yet fully synchronised with the market data | |
| Al Frank Fund has some characteristics of a very speculative penny stock | |
| The fund keeps 97.4% of its net assets in stocks |
- Analyzing Al Frank'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 Al Frank's stock is overvalued or undervalued compared to its peers.
- Examining Al Frank'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 Al Frank's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Al Frank's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Al Frank's mutual fund. These opinions can provide insight into Al Frank's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Other Tools for VALAX Mutual Fund
When running Al Frank's price analysis, check to measure Al Frank's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Al Frank is operating at the current time. Most of Al Frank's value examination focuses on studying past and present price action to predict the probability of Al Frank's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Al Frank's price. Additionally, you may evaluate how the addition of Al Frank to your portfolios can decrease your overall portfolio volatility.
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