Ab Relative Value Fund Manager Performance Evaluation
| CABDX Fund | USD 6.71 0.04 0.60% |
The fund owns a Beta (Systematic Risk) of 0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Ab Relative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Relative 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 Ab Relative Value are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Ab Relative showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.9000 |
CABDX |
Ab Relative Relative Risk vs. Return Landscape
If you would invest 591.00 in Ab Relative Value on November 5, 2025 and sell it today you would earn a total of 80.00 from holding Ab Relative Value or generate 13.54% return on investment over 90 days. Ab Relative Value is currently producing 0.2161% returns and takes up 0.9425% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than CABDX, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Relative Current Valuation
Undervalued
Today
Please note that Ab Relative's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Ab Relative Value owns a latest Real Value of $7.19 per share. The recent price of the fund is $6.71. We determine the value of Ab Relative Value 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 Relative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CABDX Mutual Fund. However, Ab Relative'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 6.71 | Real 7.19 | Hype 6.71 | Naive 6.76 |
The intrinsic value of Ab Relative'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 Relative'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 Relative Value helps investors to forecast how CABDX 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 Relative more accurately as focusing exclusively on Ab Relative's fundamentals will not take into account other important factors: Ab Relative Target Price Odds to finish over Current Price
The tendency of CABDX 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 |
| 6.71 | 90 days | 6.71 | about 8.95 |
Based on a normal probability distribution, the odds of Ab Relative to move above the current price in 90 days from now is about 8.95 (This Ab Relative Value probability density function shows the probability of CABDX Mutual Fund to fall within a particular range of prices over 90 days) .
Ab Relative Price Density |
| Price |
Predictive Modules for Ab Relative
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ab Relative Value. 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 Ab Relative'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.
Ab Relative Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ab Relative is not an exception. The market had few large corrections towards the Ab Relative'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 Ab Relative Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ab Relative within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.15 | |
β | Beta against Dow Jones | 0.11 | |
σ | Overall volatility | 0.32 | |
Ir | Information ratio | 0.12 |
Ab Relative 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 Ab Relative for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ab Relative Value 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 about 7.62% of its assets under management (AUM) in cash |
Ab Relative Fundamentals Growth
CABDX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Relative, and Ab Relative 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 CABDX Mutual Fund performance.
| Price To Earning | 14.14 X | |||
| Price To Book | 2.06 X | |||
| Price To Sales | 1.29 X | |||
| Total Asset | 1.32 B | |||
About Ab Relative Performance
Evaluating Ab Relative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Relative 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 Relative 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 the equity securities of U.S. companies that the Adviser believes are trading at attractive valuations that have strong or improving business models. The Adviser monitors the fundamental performance of the funds investments for signs of future financial success. The Adviser relies heavily upon the fundamental analysis and research of its dedicated investment team for the fund in conducting research and making investment decisions.Things to note about Ab Relative Value performance evaluation
Checking the ongoing alerts about Ab Relative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Relative Value 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 about 7.62% of its assets under management (AUM) in cash |
- Analyzing Ab Relative'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 Relative's stock is overvalued or undervalued compared to its peers.
- Examining Ab Relative'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 Relative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Relative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Relative's mutual fund. These opinions can provide insight into Ab Relative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in CABDX Mutual Fund
Ab Relative financial ratios help investors to determine whether CABDX 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 CABDX with respect to the benefits of owning Ab Relative security.
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