Ab Value Fund Manager Performance Evaluation
| ABVCX Fund | USD 20.18 0.04 0.20% |
The fund owns a Beta (Systematic Risk) of 1.09, which signifies a somewhat significant risk relative to the market. Ab Value returns are very sensitive to returns on the market. As the market goes up or down, Ab Value is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Value Fund are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Ab Value showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 1.6500 |
ABVCX |
Ab Value Relative Risk vs. Return Landscape
If you would invest 1,670 in Ab Value Fund on November 12, 2025 and sell it today you would earn a total of 348.00 from holding Ab Value Fund or generate 20.84% return on investment over 90 days. Ab Value Fund is currently producing 0.3262% returns and takes up 1.4712% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than ABVCX, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Value Current Valuation
Undervalued
Today
Please note that Ab Value's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Ab Value Fund owns a latest Real Value of $21.39 per share. The recent price of the fund is $20.18. We determine the value of Ab Value Fund from examining 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 future date, mutual fund prices and their ongoing real values will grow together.
Since Ab Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ABVCX Mutual Fund. However, Ab Value'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 20.18 | Real 21.39 | Hype 20.18 |
The intrinsic value of Ab Value'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 Ab Value'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 Ab Value Fund helps investors to forecast how ABVCX 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 Ab Value more accurately as focusing exclusively on Ab Value's fundamentals will not take into account other important factors: Ab Value Target Price Odds to finish over Current Price
The tendency of ABVCX Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 20.18 | 90 days | 20.18 | about 6.92 |
Based on a normal probability distribution, the odds of Ab Value to move above the current price in 90 days from now is about 6.92 (This Ab Value Fund probability density function shows the probability of ABVCX Mutual Fund to fall within a particular range of prices over 90 days) .
Ab Value Price Density |
| Price |
Predictive Modules for Ab Value
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ab Value Fund. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ab Value's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Ab Value Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ab Value is not an exception. The market had few large corrections towards the Ab Value's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ab Value Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ab Value within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.23 | |
β | Beta against Dow Jones | 1.09 | |
σ | Overall volatility | 1.39 | |
Ir | Information ratio | 0.17 |
Ab Value Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ab Value for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ab Value Fund can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 99.99% of its assets under management (AUM) in equities |
Ab Value Fundamentals Growth
ABVCX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Value, and Ab Value 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 ABVCX Mutual Fund performance.
| Price To Earning | 15.58 X | ||||
| Price To Book | 1.74 X | ||||
| Price To Sales | 1.05 X | ||||
| Total Asset | 890 K | ||||
About Ab Value Performance
Evaluating Ab Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Value 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 Ab Value 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 in a diversified portfolio of equity securities of large capitalization companies that the Adviser believes are undervalued. The fund invests in companies that are determined by the Adviser to be undervalued using the fundamental value approach of the Adviser. Under normal circumstances, the fund invests at least 80 percent of its net assets, including any borrowings for investment purposes, in equity securities of large capitalization companies.Things to note about Ab Value Fund performance evaluation
Checking the ongoing alerts about Ab Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Value Fund 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 99.99% of its assets under management (AUM) in equities |
- Analyzing Ab Value'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 Ab Value's stock is overvalued or undervalued compared to its peers.
- Examining Ab Value'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 Ab Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Value's mutual fund. These opinions can provide insight into Ab Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in ABVCX Mutual Fund
Ab Value financial ratios help investors to determine whether ABVCX 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 ABVCX with respect to the benefits of owning Ab Value security.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |