Aaminsight Select Income Fund Manager Performance Evaluation
| CPUYX Fund | USD 9.24 0.03 0.33% |
The fund shows a Beta (market volatility) of -0.0612, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Aaminsight Select are expected to decrease at a much lower rate. During the bear market, Aaminsight Select is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Aaminsight Select Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Aaminsight Select is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5000 |
Aaminsight |
Aaminsight Select Relative Risk vs. Return Landscape
If you would invest 930.00 in Aaminsight Select Income on August 31, 2024 and sell it today you would lose (6.00) from holding Aaminsight Select Income or give up 0.65% of portfolio value over 90 days. Aaminsight Select Income is currently producing negative expected returns and takes up 0.3202% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Aaminsight, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aaminsight Select Current Valuation
Overvalued
Today
Please note that Aaminsight Select's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Aaminsight Select Income shows a prevailing Real Value of $8.93 per share. The current price of the fund is $9.24. We determine the value of Aaminsight Select Income 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 Aaminsight Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aaminsight Mutual Fund. However, Aaminsight Select'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 9.24 | Real 8.93 | Hype 9.24 | Naive 9.24 |
The intrinsic value of Aaminsight Select'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 Aaminsight Select'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 Aaminsight Select Income helps investors to forecast how Aaminsight 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 Aaminsight Select more accurately as focusing exclusively on Aaminsight Select's fundamentals will not take into account other important factors: Aaminsight Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aaminsight Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aaminsight Select Income, and traders can use it to determine the average amount a Aaminsight Select'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 = -0.0305
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| Negative Returns | CPUYX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Aaminsight Select 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 Aaminsight Select by adding Aaminsight Select to a well-diversified portfolio.
Aaminsight Select Fundamentals Growth
Aaminsight Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aaminsight Select, and Aaminsight Select 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 Aaminsight Mutual Fund performance.
| Total Asset | 101.56 M | |||
About Aaminsight Select Performance
Evaluating Aaminsight Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aaminsight Select 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 Aaminsight Select 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 at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in bonds such as U.S. corporate debt obligations non-U.S. corporate and sovereign debt obligations residential and commercial mortgage-backed securities asset-backed securities U.S. government securities and convertible bonds. It may invest up to 25 percent of its total assets in lower rated fixed-income securities or, if unrated, determined to be of comparable credit quality by the funds advisor or sub-advisor.Things to note about Aaminsight Select Income performance evaluation
Checking the ongoing alerts about Aaminsight Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aaminsight Select Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aaminsight Select generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Aaminsight Select Income holds about 20.02% of its assets under management (AUM) in fixed income securities |
- Analyzing Aaminsight Select'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 Aaminsight Select's stock is overvalued or undervalued compared to its peers.
- Examining Aaminsight Select'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 Aaminsight Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aaminsight Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aaminsight Select's mutual fund. These opinions can provide insight into Aaminsight Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aaminsight Mutual Fund
Aaminsight Select financial ratios help investors to determine whether Aaminsight 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 Aaminsight with respect to the benefits of owning Aaminsight Select security.
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