Auer Growth Fund Manager Performance Evaluation
| AUERX Fund | USD 17.81 0.03 0.17% |
The fund shows a Beta (market volatility) of 1.03, which signifies a somewhat significant risk relative to the market. Auer Growth returns are very sensitive to returns on the market. As the market goes up or down, Auer Growth is expected to follow.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Auer Growth Fund are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Auer Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Alliance Global Partners Initiates Coverage of Euroseas with Buy Recommendation - MSN | 09/09/2024 |
| Expense Ratio Date | 30th of March 2023 | |
| Expense Ratio | 2.0700 |
Auer |
Auer Growth Relative Risk vs. Return Landscape
If you would invest 1,730 in Auer Growth Fund on August 27, 2024 and sell it today you would earn a total of 51.00 from holding Auer Growth Fund or generate 2.95% return on investment over 90 days. Auer Growth Fund is currently producing 0.0504% returns and takes up 1.0117% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Auer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Auer Growth Current Valuation
Fairly Valued
Today
Please note that Auer Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Auer Growth Fund shows a prevailing Real Value of $17.61 per share. The current price of the fund is $17.81. We determine the value of Auer Growth Fund 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 Auer Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Auer Mutual Fund. However, Auer Growth'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 17.81 | Real 17.61 | Hype 17.81 | Naive 17.58 |
The intrinsic value of Auer Growth'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 Auer Growth'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 Auer Growth Fund helps investors to forecast how Auer 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 Auer Growth more accurately as focusing exclusively on Auer Growth's fundamentals will not take into account other important factors: Auer Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Auer Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Auer Growth Fund, and traders can use it to determine the average amount a Auer Growth'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 = 0.0499
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | AUERX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Auer Growth 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 Auer Growth by adding it to a well-diversified portfolio.
Auer Growth Fundamentals Growth
Auer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Auer Growth, and Auer Growth 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 Auer Mutual Fund performance.
| Price To Earning | 12.47 X | ||||
| Price To Book | 1.48 X | ||||
| Price To Sales | 0.97 X | ||||
About Auer Growth Performance
Evaluating Auer Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Auer Growth 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 Auer Growth 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 diversified portfolio of common stocks traded on major U.S. exchanges, markets and bulletin boards that the funds adviser believes present the most favorable potential for capital appreciation. In selecting stocks for the funds portfolio, the Adviser reviews public companies financial statements to determine those companies that report substantial sales and earnings growth over the prior twelve months, plus a relatively low price to earnings ratio.Things to note about Auer Growth Fund performance evaluation
Checking the ongoing alerts about Auer Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Auer Growth Fund 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 98.86% of its assets under management (AUM) in equities |
- Analyzing Auer Growth'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 Auer Growth's stock is overvalued or undervalued compared to its peers.
- Examining Auer Growth'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 Auer Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Auer Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Auer Growth's mutual fund. These opinions can provide insight into Auer Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Auer Mutual Fund
Auer Growth financial ratios help investors to determine whether Auer 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 Auer with respect to the benefits of owning Auer Growth security.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |