Americafirst Income Fund Manager Performance Evaluation
| AFPIX Fund | USD 5.14 0.03 0.59% |
The fund shows a Beta (market volatility) of 0.81, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Americafirst Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Americafirst Income is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Americafirst Income Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Americafirst Income 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 November 2022 | |
| Expense Ratio | 2.5000 |
Americafirst |
Americafirst Income Relative Risk vs. Return Landscape
If you would invest 483.00 in Americafirst Income Fund on August 27, 2024 and sell it today you would earn a total of 31.00 from holding Americafirst Income Fund or generate 6.42% return on investment over 90 days. Americafirst Income Fund is currently producing 0.0996% returns and takes up 0.6939% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Americafirst, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Americafirst Income Current Valuation
Fairly Valued
Today
Please note that Americafirst Income's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Americafirst Income shows a prevailing Real Value of $5.09 per share. The current price of the fund is $5.14. We determine the value of Americafirst Income 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 Americafirst Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Americafirst Mutual Fund. However, Americafirst Income'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 5.14 | Real 5.09 | Hype 5.14 | Naive 5.14 |
The intrinsic value of Americafirst Income'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 Americafirst Income'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 Americafirst Income Fund helps investors to forecast how Americafirst 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 Americafirst Income more accurately as focusing exclusively on Americafirst Income's fundamentals will not take into account other important factors: Americafirst Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Americafirst Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Americafirst Income Fund, and traders can use it to determine the average amount a Americafirst Income'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 = 0.1435
| Best Portfolio | Best Equity | |||
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| Cash | AFPIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Americafirst Income is performing at about 11% 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 Americafirst Income by adding it to a well-diversified portfolio.
Americafirst Income Fundamentals Growth
Americafirst Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Americafirst Income, and Americafirst Income 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 Americafirst Mutual Fund performance.
| Price To Earning | 15.31 X | ||||
| Price To Book | 2.43 X | ||||
| Price To Sales | 1.01 X | ||||
| Total Asset | 13 M | ||||
About Americafirst Income Performance
Evaluating Americafirst Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Americafirst Income 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 Americafirst Income 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 in a portfolio of high income securities that may include stocks, preferred stocks, master limited partnerships, convertible preferred stock, convertible bonds, real estate investment trusts, and bonds selected by applying a rules-based model.Things to note about Americafirst Income performance evaluation
Checking the ongoing alerts about Americafirst Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Americafirst Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Americafirst Income's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Americafirst Income's mutual fund performance include:- Analyzing Americafirst Income'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 Americafirst Income's stock is overvalued or undervalued compared to its peers.
- Examining Americafirst Income'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 Americafirst Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Americafirst Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Americafirst Income's mutual fund. These opinions can provide insight into Americafirst Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Americafirst Mutual Fund
Americafirst Income financial ratios help investors to determine whether Americafirst 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 Americafirst with respect to the benefits of owning Americafirst Income security.
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