Ab Servative Wealth Fund Manager Performance Evaluation
| APWIX Fund | USD 12.93 0.02 0.15% |
The fund owns a Beta (Systematic Risk) of 0.51, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Ab Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Conservative is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Ab Servative Wealth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Ab Conservative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreAPWIX |
Ab Conservative Relative Risk vs. Return Landscape
If you would invest 1,305 in Ab Servative Wealth on November 25, 2025 and sell it today you would lose (12.00) from holding Ab Servative Wealth or give up 0.92% of portfolio value over 90 days. Ab Servative Wealth is currently producing negative expected returns and takes up 0.4766% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than APWIX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Conservative Current Valuation
Fairly Valued
Today
Please note that Ab Conservative's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Servative Wealth owns a latest Real Value of $12.96 per share. The recent price of the fund is $12.93. We determine the value of Ab Servative Wealth from examining 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 future date, mutual fund prices and their ongoing real values will grow together.
Since Ab Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of APWIX Mutual Fund. However, Ab Conservative'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 12.93 | Real 12.96 | Hype 12.93 | Naive 12.99 |
The intrinsic value of Ab Conservative'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 Ab Conservative'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 Ab Servative Wealth helps investors to forecast how APWIX 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 Ab Conservative more accurately as focusing exclusively on Ab Conservative's fundamentals will not take into account other important factors: Ab Conservative Target Price Odds to finish over Current Price
The tendency of APWIX 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 |
| 12.93 | 90 days | 12.93 | about 84.16 |
Based on a normal probability distribution, the odds of Ab Conservative to move above the current price in 90 days from now is about 84.16 (This Ab Servative Wealth probability density function shows the probability of APWIX Mutual Fund to fall within a particular range of prices over 90 days) .
Ab Conservative Price Density |
| Price |
Predictive Modules for Ab Conservative
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ab Servative Wealth. 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.Ab Conservative Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ab Conservative is not an exception. The market had few large corrections towards the Ab Conservative'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 Ab Servative Wealth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ab Conservative within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.06 | |
β | Beta against Dow Jones | 0.51 | |
σ | Overall volatility | 0.1 | |
Ir | Information ratio | -0.18 |
Ab Conservative 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 Ab Conservative for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ab Servative Wealth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Ab Servative Wealth generated a negative expected return over the last 90 days |
Ab Conservative Fundamentals Growth
APWIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Conservative, and Ab Conservative 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 APWIX Mutual Fund performance.
| Price To Earning | 16.67 X | ||||
| Price To Book | 1.93 X | ||||
| Price To Sales | 1.33 X | ||||
| Total Asset | 121.39 M | ||||
About Ab Conservative Performance
Evaluating Ab Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Conservative 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 Ab Conservative 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 in a diversified portfolio of equity and fixed-income securities. Normally, the funds investments will consist of approximately 60 percent equity securities and 40 percent fixed-income securities, but these target allocations may vary. The fund will not purchase a security if as a result less than 25 percent of its total assets would be invested in either equity securities or fixed-income securities. Under normal circumstances, at least 80 percent of its net assets will be invested in securities of issuers that meet the funds sustainability criteria.Things to note about Ab Servative Wealth performance evaluation
Checking the ongoing alerts about Ab Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Servative Wealth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ab Servative Wealth generated a negative expected return over the last 90 days |
- Analyzing Ab Conservative'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 Ab Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Ab Conservative'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 Ab Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Conservative's mutual fund. These opinions can provide insight into Ab Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in APWIX Mutual Fund
Ab Conservative financial ratios help investors to determine whether APWIX 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 APWIX with respect to the benefits of owning Ab Conservative security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |