Aberdeen Small Cap Fund Manager Performance Evaluation
| GSXAX Fund | USD 38.03 0.57 1.52% |
The fund shows a Beta (market volatility) of 1.41, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Aberdeen Small will likely underperform.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Aberdeen Small Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Aberdeen Small may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.3900 |
Aberdeen |
Aberdeen Small Relative Risk vs. Return Landscape
If you would invest 3,366 in Aberdeen Small Cap on August 26, 2024 and sell it today you would earn a total of 437.00 from holding Aberdeen Small Cap or generate 12.98% return on investment over 90 days. Aberdeen Small Cap is currently producing 0.1948% returns and takes up 1.1882% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Aberdeen, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aberdeen Small Current Valuation
Undervalued
Today
Please note that Aberdeen Small's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Aberdeen Small Cap shows a prevailing Real Value of $39.67 per share. The current price of the fund is $38.03. We determine the value of Aberdeen 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 Aberdeen Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aberdeen Mutual Fund. However, Aberdeen 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 38.03 | Real 39.67 | Hype 38.03 | Naive 37.05 |
The intrinsic value of Aberdeen 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 Aberdeen 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 Aberdeen Small Cap helps investors to forecast how Aberdeen 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 Aberdeen Small more accurately as focusing exclusively on Aberdeen Small's fundamentals will not take into account other important factors: Aberdeen Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aberdeen Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aberdeen Small Cap, and traders can use it to determine the average amount a Aberdeen Small'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 = 0.164
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | GSXAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Aberdeen Small is performing at about 12% 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 Aberdeen Small by adding it to a well-diversified portfolio.
Aberdeen Small Fundamentals Growth
Aberdeen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aberdeen Small, and Aberdeen 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 Aberdeen Mutual Fund performance.
| Price To Earning | 21.63 X | ||||
| Price To Book | 2.51 X | ||||
| Price To Sales | 1.19 X | ||||
| Total Asset | 104.87 M | ||||
About Aberdeen Small Performance
Evaluating Aberdeen Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aberdeen 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 Aberdeen 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.
The fund normally invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by U.S. small-cap companies. The advisor considers small-cap companies to be companies that have market capitalizations similar to those of companies included in the Russell 2000 Index at the time of investment. It also may invest in foreign securities and securities of larger companies.Things to note about Aberdeen Small Cap performance evaluation
Checking the ongoing alerts about Aberdeen Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aberdeen Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -3.0% | |
| Aberdeen Small Cap retains 98.12% of its assets under management (AUM) in equities |
- Analyzing Aberdeen 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 Aberdeen Small's stock is overvalued or undervalued compared to its peers.
- Examining Aberdeen 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 Aberdeen Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aberdeen Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aberdeen Small's mutual fund. These opinions can provide insight into Aberdeen Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aberdeen Mutual Fund
Aberdeen Small financial ratios help investors to determine whether Aberdeen 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 Aberdeen with respect to the benefits of owning Aberdeen Small security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| 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 | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |