Ariel Focus Fund Manager Performance Evaluation
| AFOYX Fund | USD 15.37 0.07 0.57% |
The fund shows a Beta (market volatility) of -0.0091, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ariel Focus are expected to decrease at a much lower rate. During the bear market, Ariel Focus 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 Ariel Focus Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ariel Focus may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.7500 |
Ariel |
Ariel Focus Relative Risk vs. Return Landscape
If you would invest 1,664 in Ariel Focus Fund on August 29, 2024 and sell it today you would earn a total of 146.00 from holding Ariel Focus Fund or generate 8.77% return on investment over 90 days. Ariel Focus Fund is currently producing 0.1363% returns and takes up 0.9938% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Ariel, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ariel Focus Current Valuation
Overvalued
Today
Please note that Ariel Focus' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Ariel Focus Fund shows a prevailing Real Value of $17.22 per share. The current price of the fund is $18.1. We determine the value of Ariel Focus Fund 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 Ariel Focus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ariel Mutual Fund. However, Ariel Focus' 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 18.1 | Real 17.22 | Hype 18.1 | Naive 18.07 |
The intrinsic value of Ariel Focus' 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 Ariel Focus' 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 Ariel Focus Fund helps investors to forecast how Ariel 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 Ariel Focus more accurately as focusing exclusively on Ariel Focus' fundamentals will not take into account other important factors: Ariel Focus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ariel Focus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ariel Focus Fund, and traders can use it to determine the average amount a Ariel Focus' 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 = 0.1372
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| Cash | AFOYX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Ariel Focus 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 Ariel Focus by adding it to a well-diversified portfolio.
Ariel Focus Fundamentals Growth
Ariel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ariel Focus, and Ariel Focus 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 Ariel Mutual Fund performance.
| Price To Earning | 17.26 X | |||
| Price To Book | 1.95 X | |||
| Price To Sales | 1.43 X | |||
| Total Asset | 22.15 M | |||
About Ariel Focus Performance
Evaluating Ariel Focus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ariel Focus 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 Ariel Focus 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 equity securities of companies of any size in order to provide investors access to superior opportunities in companies of all market capitalizations. Ariel Focus is traded on NASDAQ Exchange in the United States.Things to note about Ariel Focus Fund performance evaluation
Checking the ongoing alerts about Ariel Focus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ariel Focus Fund 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 98.21% of its assets under management (AUM) in equities |
- Analyzing Ariel Focus' 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 Ariel Focus' stock is overvalued or undervalued compared to its peers.
- Examining Ariel Focus' 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 Ariel Focus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ariel Focus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ariel Focus' mutual fund. These opinions can provide insight into Ariel Focus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ariel Mutual Fund
Ariel Focus financial ratios help investors to determine whether Ariel 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 Ariel with respect to the benefits of owning Ariel Focus security.
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