Ancorathelen Small Mid Cap Fund Manager Performance Evaluation
| AATSX Fund | USD 22.72 0.32 1.43% |
The fund shows a Beta (market volatility) of 1.2, which signifies 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, Ancora/thelen Small-mid will likely underperform.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ancorathelen Small Mid Cap are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ancora/thelen Small-mid showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 30th of April 2023 | |
| Expense Ratio | 1.0100 |
Ancora/thelen |
Ancora/thelen Small-mid Relative Risk vs. Return Landscape
If you would invest 1,995 in Ancorathelen Small Mid Cap on August 28, 2024 and sell it today you would earn a total of 277.00 from holding Ancorathelen Small Mid Cap or generate 13.88% return on investment over 90 days. Ancorathelen Small Mid Cap is currently producing 0.2125% returns and takes up 1.0985% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Ancora/thelen, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ancora/thelen Small-mid Current Valuation
Fairly Valued
Today
Please note that Ancora/thelen Small-mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ancora/thelen Small-mid shows a prevailing Real Value of $23.17 per share. The current price of the fund is $22.72. We determine the value of Ancora/thelen Small-mid 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 Ancora/thelen Small-mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ancora/thelen Mutual Fund. However, Ancora/thelen Small-mid'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 22.72 | Real 23.17 | Hype 22.72 | Naive 22.24 |
The intrinsic value of Ancora/thelen Small-mid'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 Ancora/thelen Small-mid'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 Ancorathelen Small Mid Cap helps investors to forecast how Ancora/thelen 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 Ancora/thelen Small-mid more accurately as focusing exclusively on Ancora/thelen Small-mid's fundamentals will not take into account other important factors: Ancora/thelen Small-mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ancora/thelen Small-mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ancorathelen Small Mid Cap, and traders can use it to determine the average amount a Ancora/thelen Small-mid'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 = 0.1934
| Best Portfolio | Best Equity | |||
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| Small Returns | AATSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.1 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Ancora/thelen Small-mid is performing at about 15% 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 Ancora/thelen Small-mid by adding it to a well-diversified portfolio.
Ancora/thelen Small-mid Fundamentals Growth
Ancora/thelen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ancora/thelen Small-mid, and Ancora/thelen Small-mid 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 Ancora/thelen Mutual Fund performance.
| Price To Earning | 19.13 X | ||||
| Price To Book | 1.43 X | ||||
| Price To Sales | 0.41 X | ||||
| Total Asset | 47.95 M | ||||
About Ancora/thelen Small-mid Performance
Evaluating Ancora/thelen Small-mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ancora/thelen Small-mid 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 Ancora/thelen Small-mid 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 normally will invest at least 80 percent of its net assets in the equity securities of small to mid cap companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is 10 billion or less at the time of investment.Things to note about Ancora/thelen Small-mid performance evaluation
Checking the ongoing alerts about Ancora/thelen Small-mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ancora/thelen Small-mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.43% of its assets under management (AUM) in equities |
- Analyzing Ancora/thelen Small-mid'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 Ancora/thelen Small-mid's stock is overvalued or undervalued compared to its peers.
- Examining Ancora/thelen Small-mid'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 Ancora/thelen Small-mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ancora/thelen Small-mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ancora/thelen Small-mid's mutual fund. These opinions can provide insight into Ancora/thelen Small-mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ancora/thelen Mutual Fund
Ancora/thelen Small-mid financial ratios help investors to determine whether Ancora/thelen 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 Ancora/thelen with respect to the benefits of owning Ancora/thelen Small-mid security.
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