Aama Equity Fund Manager Performance Evaluation
| AMFEX Fund | USD 20.14 0.11 0.55% |
The fund shows a Beta (market volatility) of 0.77, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aama Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aama Equity is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Aama Equity Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Aama Equity 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 October 2022 | |
| Expense Ratio | 1.1700 |
Aama |
Aama Equity Relative Risk vs. Return Landscape
If you would invest 1,902 in Aama Equity Fund on August 27, 2024 and sell it today you would earn a total of 112.00 from holding Aama Equity Fund or generate 5.89% return on investment over 90 days. Aama Equity Fund is currently producing 0.0916% returns and takes up 0.6579% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Aama, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aama Equity Current Valuation
Fairly Valued
Today
Please note that Aama Equity's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Aama Equity Fund shows a prevailing Real Value of $19.94 per share. The current price of the fund is $20.14. We determine the value of Aama Equity Fund 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 Aama Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aama Mutual Fund. However, Aama Equity'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 20.14 | Real 19.94 | Hype 20.14 | Naive 19.9 |
The intrinsic value of Aama Equity'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 Aama Equity'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 Aama Equity Fund helps investors to forecast how Aama 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 Aama Equity more accurately as focusing exclusively on Aama Equity's fundamentals will not take into account other important factors: Aama Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aama Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aama Equity Fund, and traders can use it to determine the average amount a Aama Equity'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 = 0.1392
| Best Portfolio | Best Equity | |||
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| Cash | AMFEX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Aama Equity 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 Aama Equity by adding it to a well-diversified portfolio.
Aama Equity Fundamentals Growth
Aama Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aama Equity, and Aama Equity 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 Aama Mutual Fund performance.
About Aama Equity Performance
Evaluating Aama Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aama Equity 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 Aama Equity 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, under normal market circumstances, will invest at least 80 percent of its net assets in equity securities of any size capitalization. It invests primarily in common stocks and ETFs, but may also invest in other types of equity securities including, preferred stock, investments in foreign equity securities through U.S. stock exchange listed ADRs, REITs, or mutual funds that invest in the types of securities in which the fund would normally invest, and securities convertible into such securities.Things to note about Aama Equity Fund performance evaluation
Checking the ongoing alerts about Aama Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aama Equity Fund 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 6.99% of its assets under management (AUM) in fixed income securities |
- Analyzing Aama Equity'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 Aama Equity's stock is overvalued or undervalued compared to its peers.
- Examining Aama Equity'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 Aama Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aama Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aama Equity's mutual fund. These opinions can provide insight into Aama Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aama Mutual Fund
Aama Equity financial ratios help investors to determine whether Aama 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 Aama with respect to the benefits of owning Aama Equity security.
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