Advisory Research International Fund Manager Performance Evaluation
| ADVLX Fund | USD 14.27 0.17 1.21% |
The fund shows a Beta (market volatility) of -0.0461, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Advisory Research are expected to decrease at a much lower rate. During the bear market, Advisory Research is likely to outperform the market.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Advisory Research International are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Advisory Research may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.8900 |
Advisory |
Advisory Research Relative Risk vs. Return Landscape
If you would invest 1,287 in Advisory Research International on September 5, 2024 and sell it today you would earn a total of 140.00 from holding Advisory Research International or generate 10.88% return on investment over 90 days. Advisory Research International is currently producing 0.1715% returns and takes up 1.2294% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Advisory, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Advisory Research Current Valuation
Overvalued
Today
Please note that Advisory Research's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Advisory Research shows a prevailing Real Value of $13.1 per share. The current price of the fund is $14.27. We determine the value of Advisory Research 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 Advisory Research is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Advisory Mutual Fund. However, Advisory Research'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 14.27 | Real 13.1 | Hype 14.27 | Naive 14.07 |
The intrinsic value of Advisory Research'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 Advisory Research'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 Advisory Research International helps investors to forecast how Advisory 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 Advisory Research more accurately as focusing exclusively on Advisory Research's fundamentals will not take into account other important factors: Advisory Research Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Advisory Research's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Advisory Research International, and traders can use it to determine the average amount a Advisory Research'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 = 0.1395
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ADVLX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Advisory Research is performing at about 10% 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 Advisory Research by adding it to a well-diversified portfolio.
Advisory Research Fundamentals Growth
Advisory Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Advisory Research, and Advisory Research 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 Advisory Mutual Fund performance.
| Price To Earning | 11.94 X | ||||
| Price To Book | 0.98 X | ||||
| Price To Sales | 0.51 X | ||||
| Total Asset | 30.16 M | ||||
About Advisory Research Performance
Evaluating Advisory Research's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Advisory Research 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 Advisory Research 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 will invest at least 80 percent of its net assets in international equity securities. The funds manager considers international equities to be equity securities of companies that are listed, domiciled, or conduct a meaningful amount of business outside of the United States with market capitalizations within the range of those companies included in the MSCI All-Country World Index ex-USA at the time of purchase.Things to note about Advisory Research performance evaluation
Checking the ongoing alerts about Advisory Research for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Advisory Research 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 three year return of -5.0% | |
| Advisory Research holds 95.58% of its assets under management (AUM) in equities |
- Analyzing Advisory Research'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 Advisory Research's stock is overvalued or undervalued compared to its peers.
- Examining Advisory Research'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 Advisory Research's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Advisory Research's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Advisory Research's mutual fund. These opinions can provide insight into Advisory Research's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Advisory Mutual Fund
Advisory Research financial ratios help investors to determine whether Advisory 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 Advisory with respect to the benefits of owning Advisory Research security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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