Advisors Capital Tactical Fund Manager Performance Evaluation
| ACTIX Fund | USD 9.67 0.02 0.21% |
The fund shows a Beta (market volatility) of 0.0198, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Advisors Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Advisors Capital is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Advisors Capital Tactical has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Advisors Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of January 2023 | |
| Expense Ratio | 2.1300 |
Advisors |
Advisors Capital Relative Risk vs. Return Landscape
If you would invest 966.00 in Advisors Capital Tactical on August 30, 2024 and sell it today you would earn a total of 1.00 from holding Advisors Capital Tactical or generate 0.1% return on investment over 90 days. Advisors Capital Tactical is currently producing 0.002% returns and takes up 0.2686% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Advisors, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Advisors Capital Current Valuation
Fairly Valued
Today
Please note that Advisors Capital's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Advisors Capital Tactical shows a prevailing Real Value of $9.68 per share. The current price of the fund is $9.67. We determine the value of Advisors Capital Tactical 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 Advisors Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Advisors Mutual Fund. However, Advisors Capital'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 9.67 | Real 9.68 | Hype 9.67 |
The intrinsic value of Advisors Capital'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 Advisors Capital'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 Advisors Capital Tactical helps investors to forecast how Advisors 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 Advisors Capital more accurately as focusing exclusively on Advisors Capital's fundamentals will not take into account other important factors: Advisors Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Advisors Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Advisors Capital Tactical, and traders can use it to determine the average amount a Advisors Capital'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 = 0.0073
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ACTIX |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Advisors Capital is not performing at its full potential. However, 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 Advisors Capital by adding Advisors Capital to a well-diversified portfolio.
Advisors Capital Fundamentals Growth
Advisors Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Advisors Capital, and Advisors Capital 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 Advisors Mutual Fund performance.
| Price To Earning | 16.80 X | ||||
| Price To Book | 1.74 X | ||||
| Price To Sales | 1.56 X | ||||
About Advisors Capital Performance
Evaluating Advisors Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Advisors Capital 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 Advisors Capital 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in fixed-income securities. Fixed income securities are selected without restriction as to maturity, credit quality , currency, issuer country or capitalization. However, preferred stocks are limited to 30 percent of the funds portfolio.Things to note about Advisors Capital Tactical performance evaluation
Checking the ongoing alerts about Advisors Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Advisors Capital Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of -3.0% | |
| Advisors Capital Tactical holds 96.93% of its assets under management (AUM) in equities |
- Analyzing Advisors Capital'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 Advisors Capital's stock is overvalued or undervalued compared to its peers.
- Examining Advisors Capital'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 Advisors Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Advisors Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Advisors Capital's mutual fund. These opinions can provide insight into Advisors Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Advisors Mutual Fund
Advisors Capital financial ratios help investors to determine whether Advisors 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 Advisors with respect to the benefits of owning Advisors Capital security.
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