Ab Select Equity Fund Manager Performance Evaluation
| AUUIX Fund | USD 23.88 0.07 0.29% |
The fund owns a Beta (Systematic Risk) of 0.82, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Ab Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Select is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Select Equity are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Ab Select may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.2000 |
AUUIX |
Ab Select Relative Risk vs. Return Landscape
If you would invest 2,237 in Ab Select Equity on August 28, 2024 and sell it today you would earn a total of 151.00 from holding Ab Select Equity or generate 6.75% return on investment over 90 days. Ab Select Equity is currently producing 0.1063% returns and takes up 0.7203% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than AUUIX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Select Current Valuation
Fairly Valued
Today
Please note that Ab Select's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Select Equity owns a latest Real Value of $23.61 per share. The recent price of the fund is $23.88. We determine the value of Ab Select Equity 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 Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of AUUIX Mutual Fund. However, Ab Select'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 23.88 | Real 23.61 | Hype 23.88 | Naive 23.65 |
The intrinsic value of Ab Select'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 Select'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 Select Equity helps investors to forecast how AUUIX 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 Select more accurately as focusing exclusively on Ab Select's fundamentals will not take into account other important factors: Ab Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Select Equity, and traders can use it to determine the average amount a Ab Select'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 = 0.1475
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| Cash | AUUIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Ab Select is performing at about 11% 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 Ab Select by adding it to a well-diversified portfolio.
Ab Select Fundamentals Growth
AUUIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Select, and Ab Select 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 AUUIX Mutual Fund performance.
| Price To Earning | 13.43 X | ||||
| Price To Book | 2.22 X | ||||
| Price To Sales | 1.40 X | ||||
| Total Asset | 209.27 M | ||||
About Ab Select Performance
Evaluating Ab Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Select 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 Select 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 at least 80 percent of its net assets in equity securities of U.S. companies. Its investments will be focused on securities of companies with large and medium market capitalizations, but it may also invest in securities of small-capitalization companies. The fund may invest in non-U.S. companies, but will limit its investments in such companies to no more than 10 percent of its net assets. It may purchase securities in initial public offerings and the manager expects to do so on a regular basis.Things to note about Ab Select Equity performance evaluation
Checking the ongoing alerts about Ab Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Select Equity 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 96.71% of its assets under management (AUM) in equities |
- Analyzing Ab Select'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 Select's stock is overvalued or undervalued compared to its peers.
- Examining Ab Select'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 Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Select's mutual fund. These opinions can provide insight into Ab Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AUUIX Mutual Fund
Ab Select financial ratios help investors to determine whether AUUIX 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 AUUIX with respect to the benefits of owning Ab Select security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |