Europacific Growth Fund Manager Performance Evaluation
| AEGFX Fund | USD 56.85 0.20 0.35% |
The fund shows a Beta (market volatility) of 0.54, which means possible diversification benefits within a given portfolio. As returns on the market increase, Europacific Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Europacific Growth is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Europacific Growth Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Europacific Growth 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 | 1st of June 2023 | |
| Expense Ratio | 0.8600 |
Europacific |
Europacific Growth Relative Risk vs. Return Landscape
If you would invest 5,898 in Europacific Growth Fund on August 24, 2024 and sell it today you would lose (213.00) from holding Europacific Growth Fund or give up 3.61% of portfolio value over 90 days. Europacific Growth Fund is currently producing negative expected returns and takes up 0.8121% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Europacific, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Europacific Growth Current Valuation
Fairly Valued
Today
Please note that Europacific Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Europacific Growth shows a prevailing Real Value of $57.1 per share. The current price of the fund is $56.85. We determine the value of Europacific Growth from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Europacific Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Europacific Mutual Fund. However, Europacific Growth'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 56.85 | Real 57.1 | Hype 56.65 | Naive 55.36 |
The intrinsic value of Europacific Growth'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 Europacific Growth'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 Europacific Growth Fund helps investors to forecast how Europacific 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 Europacific Growth more accurately as focusing exclusively on Europacific Growth's fundamentals will not take into account other important factors: Europacific Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Europacific Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Europacific Growth Fund, and traders can use it to determine the average amount a Europacific Growth'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 = -0.0668
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AEGFX |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Europacific Growth 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 Europacific Growth by adding Europacific Growth to a well-diversified portfolio.
Europacific Growth Fundamentals Growth
Europacific Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Europacific Growth, and Europacific Growth 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 Europacific Mutual Fund performance.
| Price To Earning | 17.69 X | ||||
| Price To Book | 1.73 X | ||||
| Price To Sales | 1.27 X | ||||
| Total Asset | 1.48 B | ||||
About Europacific Growth Performance
Evaluating Europacific Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Europacific Growth 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 Europacific Growth 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 common stocks in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. It normally will invest at least 80 percent of its net assets in securities of issuers in Europe and the Pacific Basin. The fund may invest a portion of its assets in common stocks and other securities of companies in emerging markets.Things to note about Europacific Growth performance evaluation
Checking the ongoing alerts about Europacific Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Europacific Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Europacific Growth generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Europacific Growth holds about 11.24% of its assets under management (AUM) in cash |
- Analyzing Europacific Growth'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 Europacific Growth's stock is overvalued or undervalued compared to its peers.
- Examining Europacific Growth'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 Europacific Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Europacific Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Europacific Growth's mutual fund. These opinions can provide insight into Europacific Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Europacific Mutual Fund
Europacific Growth financial ratios help investors to determine whether Europacific 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 Europacific with respect to the benefits of owning Europacific Growth security.
| 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 Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |