Ab Relative Value Fund Manager Performance Evaluation
| CBBCX Fund | USD 7.32 0.01 0.14% |
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 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
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Relative Value are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Ab Relative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | CBC Kids and CBBC original series Gangnam Project returning for Season 2 - TV, eh | 10/18/2024 |
| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.6500 |
CBBCX |
Ab Relative Relative Risk vs. Return Landscape
If you would invest 701.00 in Ab Relative Value on August 29, 2024 and sell it today you would earn a total of 31.00 from holding Ab Relative Value or generate 4.42% return on investment over 90 days. Ab Relative Value is currently producing 0.0699% returns and takes up 0.6803% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than CBBCX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Relative Current Valuation
Overvalued
Today
Please note that Ab Relative's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Ab Relative Value owns a latest Real Value of $7.08 per share. The recent price of the fund is $7.32. 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 CBBCX 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 7.32 | Real 7.08 | Hype 7.32 | Naive 7.31 |
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 CBBCX 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Relative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Relative Value, and traders can use it to determine the average amount a Ab Relative'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 = 0.1028
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | CBBCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Ab Relative is performing at about 8% 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 Relative by adding it to a well-diversified portfolio.
Ab Relative Fundamentals Growth
CBBCX 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 CBBCX Mutual Fund performance.
| Price To Earning | 15.01 X | |||
| Price To Book | 2.09 X | |||
| Price To Sales | 1.44 X | |||
| Total Asset | 26.83 M | |||
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 CBBCX Mutual Fund
Ab Relative financial ratios help investors to determine whether CBBCX 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 CBBCX with respect to the benefits of owning Ab Relative security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |