Avantis Short Term Fixed Fund Manager Performance Evaluation
| AVSFX Fund | USD 9.50 0.01 0.11% |
The fund shows a Beta (market volatility) of -0.0281, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Avantis Short-term are expected to decrease at a much lower rate. During the bear market, Avantis Short-term is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Avantis Short Term Fixed has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Avantis Short-term is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreAvantis |
Avantis Short-term Relative Risk vs. Return Landscape
If you would invest 952.00 in Avantis Short Term Fixed on August 27, 2024 and sell it today you would lose (2.00) from holding Avantis Short Term Fixed or give up 0.21% of portfolio value over 90 days. Avantis Short Term Fixed is currently producing negative expected returns and takes up 0.1358% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Avantis, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Avantis Short-term Current Valuation
Overvalued
Today
Please note that Avantis Short-term's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Avantis Short Term shows a prevailing Real Value of $9.28 per share. The current price of the fund is $9.5. We determine the value of Avantis Short Term 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 Avantis Short-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Avantis Mutual Fund. However, Avantis Short-term'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 9.5 | Real 9.28 | Hype 9.5 | Naive 9.49 |
The intrinsic value of Avantis Short-term'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 Avantis Short-term'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 Avantis Short Term Fixed helps investors to forecast how Avantis 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 Avantis Short-term more accurately as focusing exclusively on Avantis Short-term's fundamentals will not take into account other important factors: Avantis Short-term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Avantis Short-term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Avantis Short Term Fixed, and traders can use it to determine the average amount a Avantis Short-term'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 = -0.0235
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| Negative Returns | AVSFX |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Avantis Short-term 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 Avantis Short-term by adding Avantis Short-term to a well-diversified portfolio.
Avantis Short-term Fundamentals Growth
Avantis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Avantis Short-term, and Avantis Short-term 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 Avantis Mutual Fund performance.
| Total Asset | 12.41 M | ||||
About Avantis Short-term Performance
Evaluating Avantis Short-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Avantis Short-term 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 Avantis Short-term 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 investment grade quality debt obligations from a diverse group of U.S. and non-U.S. issuers. Under normal market conditions, it will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in fixed income securities. Fixed income securities in which the fund may invest include corporate bonds and notes issued by U.S. and foreign corporations, securities issued by governments and their agencies, instrumentalities, or sponsored corporations-including supranational organizations.Things to note about Avantis Short Term performance evaluation
Checking the ongoing alerts about Avantis Short-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Avantis Short Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Avantis Short Term generated a negative expected return over the last 90 days | |
| The fund holds about 12.43% of its assets under management (AUM) in fixed income securities |
- Analyzing Avantis Short-term'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 Avantis Short-term's stock is overvalued or undervalued compared to its peers.
- Examining Avantis Short-term'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 Avantis Short-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Avantis Short-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Avantis Short-term's mutual fund. These opinions can provide insight into Avantis Short-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Avantis Mutual Fund
Avantis Short-term financial ratios help investors to determine whether Avantis 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 Avantis with respect to the benefits of owning Avantis Short-term security.
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