Aama Income Fund Manager Performance Evaluation
| AMFIX Fund | USD 23.89 0.01 0.04% |
The fund shows a Beta (market volatility) of -0.008, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Aama Income are expected to decrease at a much lower rate. During the bear market, Aama Income is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Aama Income Fund are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Aama Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Amundi-Acba Asset Management success story assets managed by the fund reached 517 billion drams in 10 years - arka.am | 09/24/2024 |
| Expense Ratio Date | 28th of October 2022 | |
| Expense Ratio | 0.9700 |
Aama |
Aama Income Relative Risk vs. Return Landscape
If you would invest 2,377 in Aama Income Fund on August 27, 2024 and sell it today you would earn a total of 12.00 from holding Aama Income Fund or generate 0.5% return on investment over 90 days. Aama Income Fund is currently producing 0.0079% returns and takes up 0.0495% volatility of returns over 90 trading days. Put another way, 0% 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 Income Current Valuation
Overvalued
Today
Please note that Aama Income's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Aama Income Fund shows a prevailing Real Value of $21.97 per share. The current price of the fund is $23.89. We determine the value of Aama Income 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aama Mutual Fund. However, Aama Income'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 23.89 | Real 21.97 | Hype 23.89 | Naive 23.89 |
The intrinsic value of Aama Income'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 Income'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 Income 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 Income more accurately as focusing exclusively on Aama Income's fundamentals will not take into account other important factors: Aama Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aama Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aama Income Fund, and traders can use it to determine the average amount a Aama Income'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 = 0.1593
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| AMFIX |
Based on monthly moving average Aama Income is performing at about 12% 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 Income by adding it to a well-diversified portfolio.
Aama Income Fundamentals Growth
Aama Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aama Income, and Aama Income 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 Income Performance
Evaluating Aama Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aama Income 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 Income 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 will principally invest in income-producing securities which include U.S. Treasury obligations and other U.S. government and agency securities including mortgage-backed securities, corporate bonds, high yield bonds , municipal bonds, preferred stocks, inflation indexed bonds, money market instruments including commercial paper, bankers acceptances and marketable CDs, floating and variable rate securities, zero coupon bonds, and ETFs or mutual funds that invest in the types of securities in which the fund would normally invest.Things to note about Aama Income Fund performance evaluation
Checking the ongoing alerts about Aama Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aama Income 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 8.72% of its assets under management (AUM) in cash |
- Analyzing Aama Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Aama Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aama Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aama Income's mutual fund. These opinions can provide insight into Aama Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aama Mutual Fund
Aama Income 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 Income security.
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