Alpine Dynamic Dividend Fund Manager Performance Evaluation
| ADVDX Fund | USD 4.36 0.02 0.46% |
The fund shows a Beta (market volatility) of 0.6, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Alpine Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alpine Dynamic is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Alpine Dynamic Dividend has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Alpine Dynamic 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 | 28th of February 2023 | |
| Expense Ratio | 1.2600 |
Alpine |
Alpine Dynamic Relative Risk vs. Return Landscape
If you would invest 441.00 in Alpine Dynamic Dividend on August 26, 2024 and sell it today you would lose (5.00) from holding Alpine Dynamic Dividend or give up 1.13% of portfolio value over 90 days. Alpine Dynamic Dividend is currently producing negative expected returns and takes up 0.6216% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Alpine, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alpine Dynamic Current Valuation
Fairly Valued
Today
Please note that Alpine Dynamic's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Alpine Dynamic Dividend shows a prevailing Real Value of $4.37 per share. The current price of the fund is $4.36. We determine the value of Alpine Dynamic Dividend 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 Alpine Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alpine Mutual Fund. However, Alpine Dynamic'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 4.36 | Real 4.37 | Hype 4.36 | Naive 4.32 |
The intrinsic value of Alpine Dynamic'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 Alpine Dynamic'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 Alpine Dynamic Dividend helps investors to forecast how Alpine 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 Alpine Dynamic more accurately as focusing exclusively on Alpine Dynamic's fundamentals will not take into account other important factors: Alpine Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Alpine Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Alpine Dynamic Dividend, and traders can use it to determine the average amount a Alpine Dynamic'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 = -0.0251
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ADVDX |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Alpine Dynamic 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 Alpine Dynamic by adding Alpine Dynamic to a well-diversified portfolio.
Alpine Dynamic Fundamentals Growth
Alpine Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alpine Dynamic, and Alpine Dynamic 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 Alpine Mutual Fund performance.
| Price To Earning | 15.59 X | ||||
| Price To Book | 1.72 X | ||||
| Price To Sales | 0.85 X | ||||
| Total Asset | 98.59 M | ||||
About Alpine Dynamic Performance
Evaluating Alpine Dynamic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alpine Dynamic 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 Alpine Dynamic 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 net assets in the equity securities of certain domestic and foreign corporations that pay dividend income that the advisor believes are undervalued relative to the market and to the securities historic valuations.Things to note about Alpine Dynamic Dividend performance evaluation
Checking the ongoing alerts about Alpine Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alpine Dynamic Dividend help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Alpine Dynamic generated a negative expected return over the last 90 days | |
| The fund holds 96.98% of its assets under management (AUM) in equities |
- Analyzing Alpine Dynamic'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 Alpine Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Alpine Dynamic'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 Alpine Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alpine Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alpine Dynamic's mutual fund. These opinions can provide insight into Alpine Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Alpine Mutual Fund
Alpine Dynamic financial ratios help investors to determine whether Alpine 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 Alpine with respect to the benefits of owning Alpine Dynamic security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |