Alpine Realty Income Fund Manager Performance Evaluation
| AIGYX Fund | USD 12.60 0.06 0.48% |
The fund shows a Beta (market volatility) of 0.15, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Alpine Realty's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alpine Realty is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Alpine Realty Income are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Alpine Realty 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 | 28th of February 2023 | |
| Expense Ratio | 1.0000 |
Alpine |
Alpine Realty Relative Risk vs. Return Landscape
If you would invest 1,200 in Alpine Realty Income on August 26, 2024 and sell it today you would earn a total of 60.00 from holding Alpine Realty Income or generate 5.0% return on investment over 90 days. Alpine Realty Income is currently producing 0.0787% returns and takes up 0.8512% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Alpine, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alpine Realty Current Valuation
Fairly Valued
Today
Please note that Alpine Realty's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Alpine Realty Income shows a prevailing Real Value of $12.54 per share. The current price of the fund is $12.6. We determine the value of Alpine Realty 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 Alpine Realty is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alpine Mutual Fund. However, Alpine Realty'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 12.6 | Real 12.54 | Hype 12.6 | Naive 12.72 |
The intrinsic value of Alpine Realty'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 Alpine Realty'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 Alpine Realty Income helps investors to forecast how Alpine 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 Alpine Realty more accurately as focusing exclusively on Alpine Realty's fundamentals will not take into account other important factors: Alpine Realty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Alpine Realty's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Alpine Realty Income, and traders can use it to determine the average amount a Alpine Realty'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 = 0.0924
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| Cash | AIGYX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Alpine Realty is performing at about 7% 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 Alpine Realty by adding it to a well-diversified portfolio.
Alpine Realty Fundamentals Growth
Alpine Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alpine Realty, and Alpine Realty 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 Alpine Mutual Fund performance.
| Price To Earning | 27.79 X | ||||
| Price To Book | 2.58 X | ||||
| Price To Sales | 7.32 X | ||||
| Total Asset | 39.34 M | ||||
About Alpine Realty Performance
Evaluating Alpine Realty's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alpine Realty 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 Alpine Realty 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 80 percent of its net assets in the securities of issuers which are principally engaged in the real estate industry, are principally engaged in real estate financing or control real estate assets with an aggregate estimated value equal to no less than 50 percent of such issuers assets. It may invest up to 35 percent of its net assets in foreign securities. The fund may invest in companies of any market capitalization. It is non-diversified.Things to note about Alpine Realty Income performance evaluation
Checking the ongoing alerts about Alpine Realty for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alpine Realty Income 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 99.53% of its assets under management (AUM) in equities |
- Analyzing Alpine Realty'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 Alpine Realty's stock is overvalued or undervalued compared to its peers.
- Examining Alpine Realty'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 Alpine Realty's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alpine Realty's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alpine Realty's mutual fund. These opinions can provide insight into Alpine Realty's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Alpine Mutual Fund
Alpine Realty financial ratios help investors to determine whether Alpine 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 Alpine with respect to the benefits of owning Alpine Realty security.
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