Aog Institutional Fund Manager Performance Evaluation
| AOGFX Fund | 16.61 0.07 0.42% |
The fund shows a Beta (market volatility) of 0.0043, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aog Institutional's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aog Institutional is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Aog Institutional are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Aog Institutional is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Aog Institutional Relative Risk vs. Return Landscape
If you would invest 1,628 in Aog Institutional on September 1, 2024 and sell it today you would earn a total of 33.00 from holding Aog Institutional or generate 2.03% return on investment over 90 days. Aog Institutional is currently producing 0.0341% returns and takes up 0.1584% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Aog, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aog Institutional Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aog Institutional's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aog Institutional, and traders can use it to determine the average amount a Aog Institutional'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 = 0.2156
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AOGFX |
Estimated Market Risk
| 0.16 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 16 84% of assets perform better |
Based on monthly moving average Aog Institutional is performing at about 16% 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 Aog Institutional by adding it to a well-diversified portfolio.
About Aog Institutional Performance
Evaluating Aog Institutional's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aog Institutional 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 Aog Institutional 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.
Aog Institutional is entity of United States. It is traded as Fund on NASDAQ exchange.Things to note about Aog Institutional performance evaluation
Checking the ongoing alerts about Aog Institutional for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aog Institutional help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Aog Institutional's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Aog Institutional's mutual fund performance include:- Analyzing Aog Institutional'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 Aog Institutional's stock is overvalued or undervalued compared to its peers.
- Examining Aog Institutional'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 Aog Institutional's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aog Institutional's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aog Institutional's mutual fund. These opinions can provide insight into Aog Institutional's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aog Mutual Fund
Aog Institutional financial ratios help investors to determine whether Aog 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 Aog with respect to the benefits of owning Aog Institutional security.
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