Archer Balanced Fund Manager Performance Evaluation
| ARCHX Fund | USD 18.05 0.08 0.44% |
The fund shows a Beta (market volatility) of 0.0038, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Archer Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Archer Balanced is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Archer Balanced Fund are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Archer Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Arch raises another 3B biotech fund in pursuit of coolest new science - BioPharma Dive | 09/26/2024 |
| Expense Ratio Date | 30th of December 2022 | |
| Expense Ratio | 1.2000 |
ARCHER |
Archer Balanced Relative Risk vs. Return Landscape
If you would invest 1,787 in Archer Balanced Fund on August 24, 2024 and sell it today you would earn a total of 18.00 from holding Archer Balanced Fund or generate 1.01% return on investment over 90 days. Archer Balanced Fund is currently producing 0.0166% returns and takes up 0.4249% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than ARCHER, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Archer Balanced Current Valuation
Fairly Valued
Today
Please note that Archer Balanced's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Archer Balanced shows a prevailing Real Value of $18.03 per share. The current price of the fund is $18.05. We determine the value of Archer Balanced 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 Archer Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ARCHER Mutual Fund. However, Archer Balanced'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 18.05 | Real 18.03 | Hype 18.05 | Naive 18.05 |
The intrinsic value of Archer Balanced'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 Archer Balanced'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 Archer Balanced Fund helps investors to forecast how ARCHER 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 Archer Balanced more accurately as focusing exclusively on Archer Balanced's fundamentals will not take into account other important factors: Archer Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Archer Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Archer Balanced Fund, and traders can use it to determine the average amount a Archer Balanced'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 = 0.039
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ARCHX |
Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Archer Balanced is performing at about 3% 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 Archer Balanced by adding it to a well-diversified portfolio.
Archer Balanced Fundamentals Growth
ARCHER Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Archer Balanced, and Archer Balanced 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 ARCHER Mutual Fund performance.
| Price To Earning | 19.38 X | |||
| Price To Book | 3.08 X | |||
| Price To Sales | 1.89 X | |||
About Archer Balanced Performance
Evaluating Archer Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Archer Balanced 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 Archer Balanced 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 seeks to achieve its objective of total return, by investing in a diversified portfolio of equity and fixed income securities. Total return is composed of both income and capital appreciation. As a Balanced Fund, under normal circumstances, the fund will invest up to 70, but not less than 25 percent of its total assets in equity securities. Further, under normal circumstances, it will invest at least 30, but not less than 25 percent of its total assets in fixed income securities, cash and cash equivalents.Things to note about Archer Balanced performance evaluation
Checking the ongoing alerts about Archer Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Archer Balanced 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 5.62% of its assets under management (AUM) in cash |
- Analyzing Archer Balanced'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 Archer Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Archer Balanced'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 Archer Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Archer Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Archer Balanced's mutual fund. These opinions can provide insight into Archer Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in ARCHER Mutual Fund
Archer Balanced financial ratios help investors to determine whether ARCHER 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 ARCHER with respect to the benefits of owning Archer Balanced security.
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