Avantis Large Cap Fund Manager Performance Evaluation
| ALCEX Fund | 16.86 0.04 0.24% |
The fund shows a Beta (market volatility) of 0.9, which signifies possible diversification benefits within a given portfolio. Avantis Us returns are very sensitive to returns on the market. As the market goes up or down, Avantis Us is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Avantis Large Cap are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Avantis Us showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | In the wake of Alex Prettis death, Congress appears on track for a partial shutdown - NPR | 01/26/2026 |
Avantis |
Avantis Us Relative Risk vs. Return Landscape
If you would invest 1,472 in Avantis Large Cap on October 31, 2025 and sell it today you would earn a total of 214.00 from holding Avantis Large Cap or generate 14.54% return on investment over 90 days. Avantis Large Cap is currently producing 0.2302% returns and takes up 0.875% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Avantis, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Avantis Us Current Valuation
Undervalued
Today
Please note that Avantis Us' price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is undervalued. Avantis Large Cap shows a prevailing Real Value of USD18.0 per share. The current price of the fund is USD16.86. Our model approximates the value of Avantis Large Cap from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Avantis Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Avantis Mutual Fund. However, Avantis Us' 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 16.86 | Real 18.0 | Hype 16.86 | Naive 16.96 |
The intrinsic value of Avantis Us' 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 Avantis Us' 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 Avantis Large Cap helps investors to forecast how Avantis 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 Avantis Us more accurately as focusing exclusively on Avantis Us' fundamentals will not take into account other important factors: Avantis Us Target Price Odds to finish over Current Price
The tendency of Avantis 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 |
| 16.86 | 90 days | 16.86 | nearly 4.36 |
Based on a normal probability distribution, the odds of Avantis Us to move above the current price in 90 days from now is nearly 4.36 (This Avantis Large Cap probability density function shows the probability of Avantis Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Avantis Us has a beta of 0.9. This suggests Avantis Large Cap market returns are sensitive to returns on the market. As the market goes up or down, Avantis Us is expected to follow. Additionally Avantis Large Cap has an alpha of 0.1491, implying that it can generate a 0.15 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Avantis Us Price Density |
| Price |
Predictive Modules for Avantis Us
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Avantis Large Cap. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Avantis Us' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Avantis Us Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Avantis Us is not an exception. The market had few large corrections towards the Avantis Us' 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 Avantis Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Avantis Us within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.15 | |
β | Beta against Dow Jones | 0.90 | |
σ | Overall volatility | 0.76 | |
Ir | Information ratio | 0.17 |
Avantis Us 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 Avantis Us for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Avantis Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: In the wake of Alex Prettis death, Congress appears on track for a partial shutdown - NPR | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
Avantis Us Fundamentals Growth
Avantis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Avantis Us, and Avantis Us 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 Avantis Mutual Fund performance.
About Avantis Us Performance
Evaluating Avantis Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Avantis Us 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 Avantis Us 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 a diverse group of U.S. large-cap companies across market sectors and industry groups. It seeks securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics. Conversely, the fund seeks to underweight or exclude securities the Advisor expects to have lower returns, such as securities of companies with lower levels of profitability and less attractive value characteristics.Things to note about Avantis Large Cap performance evaluation
Checking the ongoing alerts about Avantis Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Avantis Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: In the wake of Alex Prettis death, Congress appears on track for a partial shutdown - NPR | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Avantis Us' 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 Avantis Us' stock is overvalued or undervalued compared to its peers.
- Examining Avantis Us' 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 Avantis Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Avantis Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Avantis Us' mutual fund. These opinions can provide insight into Avantis Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Avantis Mutual Fund
Avantis Us financial ratios help investors to determine whether Avantis 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 Avantis with respect to the benefits of owning Avantis Us security.
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