Value Fund R6 Fund Manager Performance Evaluation
| AVUDX Fund | USD 8.38 0.02 0.24% |
The entity has a beta of 0.17, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Value Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Value Fund is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Value Fund R6 are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Value Fund may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...moreValue |
Value Fund Relative Risk vs. Return Landscape
If you would invest 778.00 in Value Fund R6 on October 29, 2025 and sell it today you would earn a total of 62.00 from holding Value Fund R6 or generate 7.97% return on investment over 90 days. Value Fund R6 is currently producing 0.1298% returns and takes up 0.6226% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Value, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Value Fund Current Valuation
Fairly Valued
Today
Please note that Value Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Value Fund R6 has a current Real Value of $8.48 per share. The regular price of the fund is $8.38. We determine the value of Value 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 Value Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Value Mutual Fund. However, Value 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 8.38 | Real 8.48 | Hype 8.4 | Naive 8.41 |
The intrinsic value of Value 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 Value 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 Value Fund R6 helps investors to forecast how Value 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 Value Fund more accurately as focusing exclusively on Value Fund's fundamentals will not take into account other important factors: Value Fund Target Price Odds to finish over Current Price
The tendency of Value 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 |
| 8.38 | 90 days | 8.38 | about 6.99 |
Based on a normal probability distribution, the odds of Value Fund to move above the current price in 90 days from now is about 6.99 (This Value Fund R6 probability density function shows the probability of Value Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Value Fund has a beta of 0.17. This suggests as returns on the market go up, Value Fund average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Value Fund R6 will be expected to be much smaller as well. Additionally Value Fund R6 has an alpha of 0.1077, implying that it can generate a 0.11 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Value Fund Price Density |
| Price |
Predictive Modules for Value 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 Value 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 Value 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.
Value Fund Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Value Fund is not an exception. The market had few large corrections towards the Value 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 Value Fund R6, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Value Fund within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 0.17 | |
σ | Overall volatility | 0.21 | |
Ir | Information ratio | 0.08 |
Value 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 Value Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Value 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.| The fund holds 97.53% of its assets under management (AUM) in equities |
Value Fund Fundamentals Growth
Value Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Value Fund, and Value 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 Value Mutual Fund performance.
| Total Asset | 2.12 B | ||||
About Value Fund Performance
Evaluating Value Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Value 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 Value 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.
In selecting stocks for the fund, the portfolio managers look for companies of all sizes whose stock price may not reflect the companys value. American Century is traded on NASDAQ Exchange in the United States.Things to note about Value Fund R6 performance evaluation
Checking the ongoing alerts about Value Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Value Fund R6 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 97.53% of its assets under management (AUM) in equities |
- Analyzing Value 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 Value Fund's stock is overvalued or undervalued compared to its peers.
- Examining Value 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 Value Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Value Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Value Fund's mutual fund. These opinions can provide insight into Value Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Value Mutual Fund
Value Fund financial ratios help investors to determine whether Value 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 Value with respect to the benefits of owning Value Fund security.
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