Aim Investment Securities Fund Manager Performance Evaluation
| GLALX Fund | USD 20.12 0.12 0.60% |
The fund shows a Beta (market volatility) of 0.4, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aim Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aim Investment is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Aim Investment Securities are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Aim Investment is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9400 |
Aim |
Aim Investment Relative Risk vs. Return Landscape
If you would invest 1,964 in Aim Investment Securities on September 1, 2024 and sell it today you would earn a total of 48.00 from holding Aim Investment Securities or generate 2.44% return on investment over 90 days. Aim Investment Securities is currently producing 0.0387% returns and takes up 0.4387% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Aim, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aim Investment Current Valuation
Fairly Valued
Today
Please note that Aim Investment's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Aim Investment Securities shows a prevailing Real Value of $20.05 per share. The current price of the fund is $20.12. We determine the value of Aim Investment Securities 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 Aim Investment is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aim Mutual Fund. However, Aim Investment'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 20.12 | Real 20.05 | Hype 20.12 | Naive 20.2 |
The intrinsic value of Aim Investment'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 Aim Investment'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 Aim Investment Securities helps investors to forecast how Aim 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 Aim Investment more accurately as focusing exclusively on Aim Investment's fundamentals will not take into account other important factors: Aim Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aim Investment's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aim Investment Securities, and traders can use it to determine the average amount a Aim Investment'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 = 0.0882
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GLALX |
Estimated Market Risk
| 0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Aim Investment is performing at about 6% 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 Aim Investment by adding it to a well-diversified portfolio.
Aim Investment Fundamentals Growth
Aim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aim Investment, and Aim Investment 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 Aim Mutual Fund performance.
| Total Asset | 1.42 B | ||||
About Aim Investment Performance
Evaluating Aim Investment's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aim Investment 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 Aim Investment 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 allocates its assets among equity securities, fixed-income securities, and various other types of investments, including ETFs, from all over the world. Generally, there are no geographic restrictions on where the fund may invest and no restrictions on the amount of the funds assets that can be invested in either U.S. or foreign securities, including securities of issuers in developing and emerging markets. The fund may invest in debt securities of any kind and of varying duration and maturities. It may invest in below-investment-grade debt securities, including distressed securities.Things to note about Aim Investment Securities performance evaluation
Checking the ongoing alerts about Aim Investment for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aim Investment Securities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 13.19% of its assets under management (AUM) in cash |
- Analyzing Aim Investment'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 Aim Investment's stock is overvalued or undervalued compared to its peers.
- Examining Aim Investment'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 Aim Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aim Investment's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aim Investment's mutual fund. These opinions can provide insight into Aim Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aim Mutual Fund
Aim Investment financial ratios help investors to determine whether Aim 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 Aim with respect to the benefits of owning Aim Investment security.
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