Ab E Opportunities Fund Manager Performance Evaluation
| ADGZX Fund | USD 28.28 0.07 0.25% |
The fund owns a Beta (Systematic Risk) of 0.85, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Ab Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Core is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ab E Opportunities are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ab Core is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8800 |
ADGZX |
Ab Core Relative Risk vs. Return Landscape
If you would invest 2,664 in Ab E Opportunities on August 30, 2024 and sell it today you would earn a total of 164.00 from holding Ab E Opportunities or generate 6.16% return on investment over 90 days. Ab E Opportunities is currently producing 0.098% returns and takes up 0.791% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than ADGZX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Core Current Valuation
Fairly Valued
Today
Please note that Ab Core's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab E Opportunities owns a latest Real Value of $27.94 per share. The recent price of the fund is $28.28. We determine the value of Ab E Opportunities 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 Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ADGZX Mutual Fund. However, Ab Core'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 28.28 | Real 27.94 | Hype 28.28 | Naive 28.13 |
The intrinsic value of Ab Core'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 Core'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 E Opportunities helps investors to forecast how ADGZX 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 Core more accurately as focusing exclusively on Ab Core's fundamentals will not take into account other important factors: Ab Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab E Opportunities, and traders can use it to determine the average amount a Ab Core'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 = 0.1238
| Best Portfolio | Best Equity | |||
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| Cash | ADGZX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Ab Core is performing at about 9% 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 Ab Core by adding it to a well-diversified portfolio.
Ab Core Fundamentals Growth
ADGZX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Core, and Ab Core 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 ADGZX Mutual Fund performance.
| Price To Earning | 17.64 X | |||
| Price To Book | 2.76 X | |||
| Price To Sales | 1.89 X | |||
| Total Asset | 163.27 M | |||
About Ab Core Performance
Evaluating Ab Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Core 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 Core 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 primarily in the equity securities of U.S. companies that the Adviser believes are attractively valued. The Adviser relies primarily upon the fundamental analysis and research of its dedicated investment team for the fund in conducting research and making investment decisions. The team initially screens a primary research universe of largely U.S. companies for attractive security valuation and business models. Once appropriate candidates have been identified for further analysis, the team conducts fundamental research to better understand the economics of the companys business model.Things to note about Ab E Opportunities performance evaluation
Checking the ongoing alerts about Ab Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab E Opportunities 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 96.45% of its assets under management (AUM) in equities |
- Analyzing Ab Core'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 Core's stock is overvalued or undervalued compared to its peers.
- Examining Ab Core'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 Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Core's mutual fund. These opinions can provide insight into Ab Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in ADGZX Mutual Fund
Ab Core financial ratios help investors to determine whether ADGZX 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 ADGZX with respect to the benefits of owning Ab Core security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |