Anchor Tactical Equity Fund Manager Performance Evaluation
| ATESX Fund | USD 14.47 0.03 0.21% |
The fund shows a Beta (market volatility) of 0.5, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Anchor Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Anchor Tactical is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Anchor Tactical Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Anchor Tactical is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Gabelli Funds LLC Buys 6,322 Shares of Anterix Inc. - Defense World | 09/25/2024 |
2 | ATEX Resources Inc.s market cap dropped CA56m last week Individual investors bore the brunt - Yahoo Finance | 11/15/2024 |
| Expense Ratio | 2.2700 |
Anchor |
Anchor Tactical Relative Risk vs. Return Landscape
If you would invest 1,448 in Anchor Tactical Equity on August 25, 2024 and sell it today you would lose (1.00) from holding Anchor Tactical Equity or give up 0.07% of portfolio value over 90 days. Anchor Tactical Equity is currently producing 0.0013% returns and takes up 0.6878% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Anchor, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Anchor Tactical Current Valuation
Fairly Valued
Today
Please note that Anchor Tactical's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Anchor Tactical Equity shows a prevailing Real Value of $14.45 per share. The current price of the fund is $14.47. We determine the value of Anchor Tactical Equity 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 Anchor Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Anchor Mutual Fund. However, Anchor Tactical'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 14.47 | Real 14.45 | Hype 14.47 | Naive 14.37 |
The intrinsic value of Anchor Tactical'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 Anchor Tactical'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 Anchor Tactical Equity helps investors to forecast how Anchor 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 Anchor Tactical more accurately as focusing exclusively on Anchor Tactical's fundamentals will not take into account other important factors: Anchor Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Anchor Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Anchor Tactical Equity, and traders can use it to determine the average amount a Anchor Tactical'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 = 0.0019
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ATESX |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Anchor Tactical is not performing at its full potential. However, 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 Anchor Tactical by adding Anchor Tactical to a well-diversified portfolio.
Anchor Tactical Fundamentals Growth
Anchor Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Anchor Tactical, and Anchor Tactical 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 Anchor Mutual Fund performance.
| Total Asset | 445.04 M | ||||
About Anchor Tactical Performance
Evaluating Anchor Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Anchor Tactical 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 Anchor Tactical 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.
Under normal market conditions, the fund invests, directly or indirectly through unaffiliated exchange traded funds and mutual funds, at least 80 percent of its net assets in long and short positions in equity securities. It may invest in inverse funds linked to equity securities or indices when the adviser believes this strategy will provide an effective hedge to manage risk for the funds equity investments.Things to note about Anchor Tactical Equity performance evaluation
Checking the ongoing alerts about Anchor Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Anchor Tactical Equity 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: ATEX Resources Inc.s market cap dropped CA56m last week Individual investors bore the brunt - Yahoo Finance | |
| The fund holds about 60.39% of its assets under management (AUM) in cash |
- Analyzing Anchor Tactical'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 Anchor Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Anchor Tactical'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 Anchor Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Anchor Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Anchor Tactical's mutual fund. These opinions can provide insight into Anchor Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Anchor Mutual Fund
Anchor Tactical financial ratios help investors to determine whether Anchor 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 Anchor with respect to the benefits of owning Anchor Tactical security.
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