Appleseed Fund Appleseed Fund Manager Performance Evaluation
| APPIX Fund | USD 12.36 0.01 0.08% |
The fund shows a Beta (market volatility) of 0.44, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Appleseed Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Appleseed Fund is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Appleseed Fund Appleseed are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Appleseed Fund showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Apex partners Allfunds Blockchain for alternative funds - ledgerinsights.com | 12/10/2025 |
| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 1.0200 |
Appleseed |
Appleseed Fund Relative Risk vs. Return Landscape
If you would invest 792.00 in Appleseed Fund Appleseed on November 1, 2025 and sell it today you would earn a total of 444.00 from holding Appleseed Fund Appleseed or generate 56.06% return on investment over 90 days. Appleseed Fund Appleseed is currently producing 0.8213% returns and takes up 3.8375% volatility of returns over 90 trading days. Put another way, 34% of traded mutual funds are less volatile than Appleseed, and 84% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Appleseed Fund Current Valuation
Overvalued
Today
Please note that Appleseed Fund's price fluctuation is somewhat reliable at this time. At this time, the entity appears to be overvalued. Appleseed Fund Appleseed shows a prevailing Real Value of $10.81 per share. The current price of the fund is $12.36. We determine the value of Appleseed Fund Appleseed 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 Appleseed Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Appleseed Mutual Fund. However, Appleseed Fund'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 12.36 | Real 10.81 | Hype 12.36 | Naive 13.74 |
The intrinsic value of Appleseed Fund'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 Appleseed Fund'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 Appleseed Fund Appleseed helps investors to forecast how Appleseed 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 Appleseed Fund more accurately as focusing exclusively on Appleseed Fund's fundamentals will not take into account other important factors: Appleseed Fund Target Price Odds to finish over Current Price
The tendency of Appleseed 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 |
| 12.36 | 90 days | 12.36 | about 1.64 |
Based on a normal probability distribution, the odds of Appleseed Fund to move above the current price in 90 days from now is about 1.64 (This Appleseed Fund Appleseed probability density function shows the probability of Appleseed Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Appleseed Fund has a beta of 0.44. This suggests as returns on the market go up, Appleseed Fund average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Appleseed Fund Appleseed will be expected to be much smaller as well. Additionally Appleseed Fund Appleseed has an alpha of 0.6943, implying that it can generate a 0.69 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Appleseed Fund Price Density |
| Price |
Predictive Modules for Appleseed Fund
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Appleseed Fund Appleseed. 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.Appleseed Fund Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Appleseed Fund is not an exception. The market had few large corrections towards the Appleseed Fund's 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 Appleseed Fund Appleseed, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Appleseed Fund within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.69 | |
β | Beta against Dow Jones | 0.44 | |
σ | Overall volatility | 1.50 | |
Ir | Information ratio | 0.18 |
Appleseed Fund 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 Appleseed Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Appleseed Fund Appleseed can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Appleseed Fund appears to be risky and price may revert if volatility continues |
Appleseed Fund Fundamentals Growth
Appleseed Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Appleseed Fund, and Appleseed Fund 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 Appleseed Mutual Fund performance.
| Price To Earning | 8.46 X | |||
| Price To Book | 1.19 X | |||
| Price To Sales | 0.61 X | |||
| Total Asset | 29.11 M | |||
About Appleseed Fund Performance
Evaluating Appleseed Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Appleseed Fund 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 Appleseed Fund 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 portfolio of equity securities of companies that are undervalued in the opinion of the funds adviser, Pekin Hardy Strauss, Inc. . When selecting common stocks for investment by the fund, the Advisor focuses on company valuation, looking for significant discrepancies between its own appraisal of the intrinsic value of a prospective investment and the market price of the investment. The fund is non-diversified.Things to note about Appleseed Fund Appleseed performance evaluation
Checking the ongoing alerts about Appleseed Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Appleseed Fund Appleseed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Appleseed Fund appears to be risky and price may revert if volatility continues |
- Analyzing Appleseed Fund'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 Appleseed Fund's stock is overvalued or undervalued compared to its peers.
- Examining Appleseed Fund'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 Appleseed Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Appleseed Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Appleseed Fund's mutual fund. These opinions can provide insight into Appleseed Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Appleseed Mutual Fund
Appleseed Fund financial ratios help investors to determine whether Appleseed 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 Appleseed with respect to the benefits of owning Appleseed Fund security.
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