Iaadx Fund Manager Performance Evaluation
| IAADX Fund | 9.28 0.02 0.22% |
The fund retains a Market Volatility (i.e., Beta) of 0.0221, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Iaadx's returns are expected to increase less than the market. However, during the bear market, the loss of holding Iaadx is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Iaadx has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Iaadx is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreIaadx |
Iaadx Relative Risk vs. Return Landscape
If you would invest 928.00 in Iaadx on August 24, 2024 and sell it today you would earn a total of 0.00 from holding Iaadx or generate 0.0% return on investment over 90 days. Iaadx is currently producing 2.0E-4% returns and takes up 0.2175% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Iaadx, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Iaadx Current Valuation
Fairly Valued
Today
Please note that Iaadx's price fluctuation is very steady at this time. Iaadx retains a regular Real Value of USD9.25 per share. The prevalent price of the fund is USD9.28. Our model calculates the value of Iaadx from evaluating the entity technical indicators and probability of bankruptcy. In general, investors encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Iaadx is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Iaadx Mutual Fund. However, Iaadx'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 9.28 | Real 9.25 | Hype 9.28 | Naive 9.23 |
The intrinsic value of Iaadx'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 Iaadx'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 Iaadx helps investors to forecast how Iaadx 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 Iaadx more accurately as focusing exclusively on Iaadx's fundamentals will not take into account other important factors: Iaadx Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Iaadx's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Iaadx, and traders can use it to determine the average amount a Iaadx'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 = 0.0011
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| Negative Returns | IAADX |
Estimated Market Risk
| 0.22 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Iaadx 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 Iaadx by adding Iaadx to a well-diversified portfolio.
About Iaadx Performance
Evaluating Iaadx's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Iaadx 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 Iaadx 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 in debt securities of issuers located in emerging market countries. The funds U.S. dollar and euro denominated sovereign exposure is expected to range between 30 percent and 100 percent and corporate exposure between 30 percent and 70, and the funds local currency sovereign and corporate exposures is expected to range between 5 percent and 40. The fund is non-diversified.Things to note about Iaadx performance evaluation
Checking the ongoing alerts about Iaadx for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Iaadx help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Iaadx's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Iaadx's mutual fund performance include:- Analyzing Iaadx'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 Iaadx's stock is overvalued or undervalued compared to its peers.
- Examining Iaadx'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 Iaadx's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Iaadx's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Iaadx's mutual fund. These opinions can provide insight into Iaadx's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Iaadx Mutual Fund
Iaadx financial ratios help investors to determine whether Iaadx 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 Iaadx with respect to the benefits of owning Iaadx security.
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