Income Growth Fund Manager Performance Evaluation
| AMADX Fund | USD 38.89 0.42 1.09% |
The fund retains a Market Volatility (i.e., Beta) of 0.86, which attests to possible diversification benefits within a given portfolio. Income Growth returns are very sensitive to returns on the market. As the market goes up or down, Income Growth is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Income Growth Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Income Growth 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 | 0.9100 |
Income |
Income Growth Relative Risk vs. Return Landscape
If you would invest 3,670 in Income Growth Fund on August 25, 2024 and sell it today you would earn a total of 219.00 from holding Income Growth Fund or generate 5.97% return on investment over 90 days. Income Growth Fund is currently producing 0.093% returns and takes up 0.7055% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Income, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Income Growth Current Valuation
Fairly Valued
Today
Please note that Income Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Income Growth retains a regular Real Value of $38.5 per share. The prevalent price of the fund is $38.89. We determine the value of Income Growth from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Income Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Income Mutual Fund. However, Income Growth'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 38.89 | Real 38.5 | Hype 38.89 | Naive 38.17 |
The intrinsic value of Income Growth'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 Income Growth'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 Income Growth Fund helps investors to forecast how Income 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 Income Growth more accurately as focusing exclusively on Income Growth's fundamentals will not take into account other important factors: Income Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Income Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Income Growth Fund, and traders can use it to determine the average amount a Income Growth'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 = 0.1319
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | AMADX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Income Growth 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 Income Growth by adding it to a well-diversified portfolio.
Income Growth Fundamentals Growth
Income Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Income Growth, and Income Growth 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 Income Mutual Fund performance.
| Price To Earning | 17.10 X | |||
| Price To Book | 2.66 X | |||
| Price To Sales | 1.48 X | |||
| Total Asset | 164.91 M | |||
About Income Growth Performance
Evaluating Income Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Income Growth 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 Income Growth 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.
In selecting stocks for the fund, the managers use quantitative and qualitative management techniques in a multi-step process. The managers evaluate stocks, primarily large capitalization, publicly traded U.S. companies based on an objective set of measures, including valuation, quality, growth, and sentiment. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.Things to note about Income Growth performance evaluation
Checking the ongoing alerts about Income Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Income Growth 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 99.75% of its assets under management (AUM) in equities |
- Analyzing Income Growth'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 Income Growth's stock is overvalued or undervalued compared to its peers.
- Examining Income Growth'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 Income Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Income Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Income Growth's mutual fund. These opinions can provide insight into Income Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Income Mutual Fund
Income Growth financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Growth security.
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