Ultra Fund R6 Fund Manager Performance Evaluation
| AULDX Fund | USD 103.08 0.99 0.97% |
The entity has a beta of 0.88, which indicates possible diversification benefits within a given portfolio. Ultra Fund returns are very sensitive to returns on the market. As the market goes up or down, Ultra Fund is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Ultra Fund R6 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Ultra Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreUltra |
Ultra Fund Relative Risk vs. Return Landscape
If you would invest 10,676 in Ultra Fund R6 on October 29, 2025 and sell it today you would lose (368.00) from holding Ultra Fund R6 or give up 3.45% of portfolio value over 90 days. Ultra Fund R6 is currently producing negative expected returns and takes up 1.0514% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Ultra, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ultra Fund Current Valuation
Fairly Valued
Today
Please note that Ultra Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ultra Fund R6 has a current Real Value of $103.1 per share. The regular price of the fund is $103.08. We determine the value of Ultra Fund R6 from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Ultra Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ultra Mutual Fund. However, Ultra 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 103.08 | Real 103.1 | Hype 103.08 | Naive 102.31 |
The intrinsic value of Ultra 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 Ultra 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 Ultra Fund R6 helps investors to forecast how Ultra 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 Ultra Fund more accurately as focusing exclusively on Ultra Fund's fundamentals will not take into account other important factors: Ultra Fund Target Price Odds to finish over Current Price
The tendency of Ultra 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 |
| 103.08 | 90 days | 103.08 | about 56.86 |
Based on a normal probability distribution, the odds of Ultra Fund to move above the current price in 90 days from now is about 56.86 (This Ultra Fund R6 probability density function shows the probability of Ultra Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Ultra Fund has a beta of 0.88. This suggests Ultra Fund R6 market returns are sensitive to returns on the market. As the market goes up or down, Ultra Fund is expected to follow. Additionally Ultra Fund R6 has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Ultra Fund Price Density |
| Price |
Predictive Modules for Ultra Fund
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ultra Fund R6. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ultra Fund's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Ultra Fund Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ultra Fund is not an exception. The market had few large corrections towards the Ultra Fund'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 Ultra Fund R6, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ultra Fund within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 0.88 | |
σ | Overall volatility | 1.62 | |
Ir | Information ratio | -0.06 |
Ultra Fund 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 Ultra Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ultra Fund R6 can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Ultra Fund R6 generated a negative expected return over the last 90 days | |
| The fund holds 98.69% of its assets under management (AUM) in equities |
Ultra Fund Fundamentals Growth
Ultra Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ultra Fund, and Ultra 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 Ultra Mutual Fund performance.
| Total Asset | 15.07 B | |||
About Ultra Fund Performance
Evaluating Ultra Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ultra 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 Ultra 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 normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.Things to note about Ultra Fund R6 performance evaluation
Checking the ongoing alerts about Ultra Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ultra Fund R6 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ultra Fund R6 generated a negative expected return over the last 90 days | |
| The fund holds 98.69% of its assets under management (AUM) in equities |
- Analyzing Ultra 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 Ultra Fund's stock is overvalued or undervalued compared to its peers.
- Examining Ultra 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 Ultra Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ultra Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ultra Fund's mutual fund. These opinions can provide insight into Ultra Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ultra Mutual Fund
Ultra Fund financial ratios help investors to determine whether Ultra 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 Ultra with respect to the benefits of owning Ultra Fund security.
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