Aam Select Income Fund Beta
| CPUAX Fund | USD 9.38 0.03 0.32% |
As of the 12th of February 2026, Aam Select shows the Risk Adjusted Performance of 0.0717, mean deviation of 0.1522, and Downside Deviation of 0.2101. Aam Select Income technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Aam Select's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Aam Select's valuation are provided below:Aam Select Income does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Aam |
Aam Select 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Aam Select's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Aam Select.
| 11/14/2025 |
| 02/12/2026 |
If you would invest 0.00 in Aam Select on November 14, 2025 and sell it all today you would earn a total of 0.00 from holding Aam Select Income or generate 0.0% return on investment in Aam Select over 90 days. Aam Select is related to or competes with Aam/himco Short, Aam/himco Short, Aam/himco Short, and Aam Select. The fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in bo... More
Aam Select Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Aam Select's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Aam Select Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2101 | |||
| Information Ratio | (0.42) | |||
| Maximum Drawdown | 0.7547 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.324 |
Aam Select Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aam Select's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Aam Select's standard deviation. In reality, there are many statistical measures that can use Aam Select historical prices to predict the future Aam Select's volatility.| Risk Adjusted Performance | 0.0717 | |||
| Jensen Alpha | 0.0097 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.38) | |||
| Treynor Ratio | 0.2765 |
Aam Select February 12, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0717 | |||
| Market Risk Adjusted Performance | 0.2865 | |||
| Mean Deviation | 0.1522 | |||
| Semi Deviation | 0.0313 | |||
| Downside Deviation | 0.2101 | |||
| Coefficient Of Variation | 762.89 | |||
| Standard Deviation | 0.1877 | |||
| Variance | 0.0352 | |||
| Information Ratio | (0.42) | |||
| Jensen Alpha | 0.0097 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.38) | |||
| Treynor Ratio | 0.2765 | |||
| Maximum Drawdown | 0.7547 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.324 | |||
| Downside Variance | 0.0441 | |||
| Semi Variance | 0.001 | |||
| Expected Short fall | (0.20) | |||
| Skewness | (0.25) | |||
| Kurtosis | (0.34) |
Aam Select Income Backtested Returns
At this stage we consider Aam Mutual Fund to be very steady. Aam Select Income secures Sharpe Ratio (or Efficiency) of 0.15, which signifies that the fund had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Aam Select Income, which you can use to evaluate the volatility of the entity. Please confirm Aam Select's Risk Adjusted Performance of 0.0717, mean deviation of 0.1522, and Downside Deviation of 0.2101 to double-check if the risk estimate we provide is consistent with the expected return of 0.027%. The fund shows a Beta (market volatility) of 0.0528, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aam Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aam Select is expected to be smaller as well.
Auto-correlation | 0.35 |
Below average predictability
Aam Select Income has below average predictability. Overlapping area represents the amount of predictability between Aam Select time series from 14th of November 2025 to 29th of December 2025 and 29th of December 2025 to 12th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Aam Select Income price movement. The serial correlation of 0.35 indicates that nearly 35.0% of current Aam Select price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.35 | |
| Spearman Rank Test | 0.25 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Aam Select Income has a Beta of 0.0. This indicator is about the same for the AAM average (which is currently at 0.0) family and about the same as Corporate Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Aam Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aam Select's current stock value. Our valuation model uses many indicators to compare Aam Select value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aam Select competition to find correlations between indicators driving Aam Select's intrinsic value. More Info.Aam Select Income is second largest fund in annual yield among similar funds. It also is second largest fund in year to date return among similar funds creating about 9.54 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Aam Select's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Aam Select
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Aam Select's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Aam Fundamentals
| Total Asset | 7.2 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 0.42 % | ||||
| One Year Return | 6.32 % | ||||
| Three Year Return | 5.04 % | ||||
| Five Year Return | 0.50 % | ||||
| Net Asset | 220.92 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 2.00 % | ||||
| Bond Positions Weight | 20.02 % |
About Aam Select Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Aam Select Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Aam Select using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Aam Select Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Aam Mutual Fund
Aam Select financial ratios help investors to determine whether Aam 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 Aam with respect to the benefits of owning Aam Select security.
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