Appleseed Fund Appleseed Fund Manager Performance Evaluation
| APPIX Fund | USD 15.56 0.07 0.45% |
The fund shows a Beta (market volatility) of 0.69, 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
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Appleseed Fund Appleseed are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Appleseed Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Apex Invest Abu Dhabi convenes 4trln of capital at major investor event - ZAWYA | 11/06/2024 |
| Expense Ratio Date | 28th of January 2023 | |
| Expense Ratio | 1.0300 |
Appleseed |
Appleseed Fund Relative Risk vs. Return Landscape
If you would invest 1,480 in Appleseed Fund Appleseed on September 3, 2024 and sell it today you would earn a total of 76.00 from holding Appleseed Fund Appleseed or generate 5.14% return on investment over 90 days. Appleseed Fund Appleseed is currently producing 0.0808% returns and takes up 0.713% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Appleseed, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Appleseed Fund Current Valuation
Fairly Valued
Today
Please note that Appleseed Fund's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Appleseed Fund Appleseed shows a prevailing Real Value of $15.43 per share. The current price of the fund is $15.56. 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 15.56 | Real 15.43 | Hype 15.59 | Naive 15.65 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Appleseed Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Appleseed Fund Appleseed, and traders can use it to determine the average amount a Appleseed Fund'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 = 0.1133
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Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Appleseed Fund is performing at about 8% 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 Appleseed Fund by adding it to a well-diversified portfolio.
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 | 47.61 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.| Latest headline from news.google.com: Apex Invest Abu Dhabi convenes 4trln of capital at major investor event - ZAWYA | |
| The fund generated three year return of -1.0% |
- 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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