Acclivity Small Cap Fund Manager Performance Evaluation
| AXVIX Fund | USD 20.31 0.06 0.29% |
The fund shows a Beta (market volatility) of 0.14, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Acclivity Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Acclivity Small 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 Acclivity Small Cap are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Acclivity Small showed solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 0.4800 |
Acclivity |
Acclivity Small Relative Risk vs. Return Landscape
If you would invest 1,680 in Acclivity Small Cap on November 20, 2025 and sell it today you would earn a total of 351.00 from holding Acclivity Small Cap or generate 20.89% return on investment over 90 days. Acclivity Small Cap is currently producing 0.3276% returns and takes up 1.0663% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Acclivity, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Acclivity Small Current Valuation
Undervalued
Today
Please note that Acclivity Small's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Acclivity Small Cap shows a prevailing Real Value of $21.67 per share. The current price of the fund is $20.31. We determine the value of Acclivity Small Cap 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 Acclivity Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Acclivity Mutual Fund. However, Acclivity Small'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 20.31 | Real 21.67 | Hype 20.32 |
The intrinsic value of Acclivity Small'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 Acclivity Small'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 Acclivity Small Cap helps investors to forecast how Acclivity 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 Acclivity Small more accurately as focusing exclusively on Acclivity Small's fundamentals will not take into account other important factors: Acclivity Small Target Price Odds to finish over Current Price
The tendency of Acclivity 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 |
| 20.31 | 90 days | 20.31 | about 7.57 |
Based on a normal probability distribution, the odds of Acclivity Small to move above the current price in 90 days from now is about 7.57 (This Acclivity Small Cap probability density function shows the probability of Acclivity Mutual Fund to fall within a particular range of prices over 90 days) .
Acclivity Small Price Density |
| Price |
Predictive Modules for Acclivity Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Acclivity Small Cap. 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.Acclivity Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Acclivity Small is not an exception. The market had few large corrections towards the Acclivity Small'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 Acclivity Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Acclivity Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.22 | |
β | Beta against Dow Jones | 0.14 | |
σ | Overall volatility | 0.99 | |
Ir | Information ratio | 0.17 |
Acclivity Small 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 Acclivity Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Acclivity Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: A New ETF Aims to Bring Hedge Funds to the Masses - Barrons | |
| The fund holds 99.46% of its assets under management (AUM) in equities |
Acclivity Small Fundamentals Growth
Acclivity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Acclivity Small, and Acclivity Small 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 Acclivity Mutual Fund performance.
| Total Asset | 30.42 M | ||||
About Acclivity Small Performance
Evaluating Acclivity Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Acclivity Small 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 Acclivity Small 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.
Under normal market conditions, the fund will invest at least 80 percent of its total assets in equity securities of small cap U.S. companies. The Adviser defines a small capitalization value company as any company that simultaneously meets the following two requirements be in the lowest 8 percent of U.S. aggregate market capitalization and exhibit a low market value relative to its book value. The fund will also use futures and options on futures contracts for U.S. equity securities and indices, and exchange-traded-funds to adjust market exposure or manage cash needs.Things to note about Acclivity Small Cap performance evaluation
Checking the ongoing alerts about Acclivity Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Acclivity Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: A New ETF Aims to Bring Hedge Funds to the Masses - Barrons | |
| The fund holds 99.46% of its assets under management (AUM) in equities |
- Analyzing Acclivity Small'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 Acclivity Small's stock is overvalued or undervalued compared to its peers.
- Examining Acclivity Small'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 Acclivity Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Acclivity Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Acclivity Small's mutual fund. These opinions can provide insight into Acclivity Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Acclivity Mutual Fund
Acclivity Small financial ratios help investors to determine whether Acclivity 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 Acclivity with respect to the benefits of owning Acclivity Small security.
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