Applied Finance Select Fund Manager Performance Evaluation
| AFVLX Fund | USD 23.94 0.02 0.08% |
The fund shows a Beta (market volatility) of 0.87, which signifies possible diversification benefits within a given portfolio. Applied Finance returns are very sensitive to returns on the market. As the market goes up or down, Applied Finance is expected to follow.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Applied Finance Select are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Applied Finance 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 | 31st of August 2025 | |
| Expense Ratio | 1.0000 |
Applied |
Applied Finance Relative Risk vs. Return Landscape
If you would invest 2,324 in Applied Finance Select on October 29, 2025 and sell it today you would earn a total of 70.00 from holding Applied Finance Select or generate 3.01% return on investment over 90 days. Applied Finance Select is currently producing 0.0515% returns and takes up 0.763% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Applied, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Applied Finance Current Valuation
Fairly Valued
Today
Please note that Applied Finance's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Applied Finance Select shows a prevailing Real Value of $23.76 per share. The current price of the fund is $23.94. We determine the value of Applied Finance Select 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 Applied Finance is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Applied Mutual Fund. However, Applied Finance'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 23.94 | Real 23.76 | Hype 23.94 | Naive 23.8 |
The intrinsic value of Applied Finance'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 Applied Finance'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 Applied Finance Select helps investors to forecast how Applied 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 Applied Finance more accurately as focusing exclusively on Applied Finance's fundamentals will not take into account other important factors: Applied Finance Target Price Odds to finish over Current Price
The tendency of Applied Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 23.94 | 90 days | 23.94 | about 12.02 |
Based on a normal probability distribution, the odds of Applied Finance to move above the current price in 90 days from now is about 12.02 (This Applied Finance Select probability density function shows the probability of Applied Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Applied Finance has a beta of 0.87. This suggests Applied Finance Select market returns are sensitive to returns on the market. As the market goes up or down, Applied Finance is expected to follow. Additionally Applied Finance Select has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Applied Finance Price Density |
| Price |
Predictive Modules for Applied Finance
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Applied Finance Select. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Applied Finance Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Applied Finance is not an exception. The market had few large corrections towards the Applied Finance's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Applied Finance Select, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Applied Finance within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.87 | |
σ | Overall volatility | 0.46 | |
Ir | Information ratio | -0.04 |
Applied Finance Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Applied Finance for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Applied Finance Select can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 6.97% of its assets under management (AUM) in cash |
Applied Finance Fundamentals Growth
Applied Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Applied Finance, and Applied Finance 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 Applied Mutual Fund performance.
| Total Asset | 56.73 M | ||||
About Applied Finance Performance
Evaluating Applied Finance's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Applied Finance 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 Applied Finance 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 U.S. companies whose market capitalizations are 3 billion or more, measured at the time of purchase. Applied Finance is traded on NASDAQ Exchange in the United States.Things to note about Applied Finance Select performance evaluation
Checking the ongoing alerts about Applied Finance for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Applied Finance Select 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 about 6.97% of its assets under management (AUM) in cash |
- Analyzing Applied Finance'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 Applied Finance's stock is overvalued or undervalued compared to its peers.
- Examining Applied Finance'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 Applied Finance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Applied Finance's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Applied Finance's mutual fund. These opinions can provide insight into Applied Finance's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Applied Mutual Fund
Applied Finance financial ratios help investors to determine whether Applied 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 Applied with respect to the benefits of owning Applied Finance security.
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