Alternative Asset Allocation Fund Manager Performance Evaluation
| JAACX Fund | USD 16.21 0.01 0.06% |
The fund shows a Beta (market volatility) of 0.18, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Alternative Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alternative Asset is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Alternative Asset Allocation are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Alternative Asset is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.3600 |
Alternative |
Alternative Asset Relative Risk vs. Return Landscape
If you would invest 1,598 in Alternative Asset Allocation on September 12, 2024 and sell it today you would earn a total of 23.00 from holding Alternative Asset Allocation or generate 1.44% return on investment over 90 days. Alternative Asset Allocation is currently producing 0.0229% returns and takes up 0.1914% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Alternative, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alternative Asset Current Valuation
Overvalued
Today
Please note that Alternative Asset's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Alternative Asset shows a prevailing Real Value of $14.89 per share. The current price of the fund is $16.21. We determine the value of Alternative Asset 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 Alternative Asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alternative Mutual Fund. However, Alternative Asset'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 16.21 | Real 14.89 | Hype 16.21 | Naive 16.22 |
The intrinsic value of Alternative Asset'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 Alternative Asset'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 Alternative Asset Allocation helps investors to forecast how Alternative 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 Alternative Asset more accurately as focusing exclusively on Alternative Asset's fundamentals will not take into account other important factors: Alternative Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Alternative Asset's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Alternative Asset Allocation, and traders can use it to determine the average amount a Alternative Asset'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 = 0.1195
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JAACX |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Alternative Asset is performing at about 9% 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 Alternative Asset by adding it to a well-diversified portfolio.
Alternative Asset Fundamentals Growth
Alternative Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alternative Asset, and Alternative Asset 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 Alternative Mutual Fund performance.
| Price To Earning | 18.35 X | |||
| Price To Book | 2.05 X | |||
| Price To Sales | 1.65 X | |||
| Total Asset | 585.27 M | |||
About Alternative Asset Performance
Evaluating Alternative Asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alternative Asset 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 Alternative Asset 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 other affiliated and unaffiliated underlying funds, including exchange-traded funds , that emphasize alternative or nontraditional asset categories or investment strategies such as international small-cap stocks, emerging-market equity, commodities, market neutral , global real estate, natural resources, TIPS , global bonds, high yield, bank loans, foreign currency trading strategies, absolute return strategies, managed futures, arbitrage strategies, tactical investment strategies, and emerging-market debt.Things to note about Alternative Asset performance evaluation
Checking the ongoing alerts about Alternative Asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alternative Asset 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 34.27% of its assets under management (AUM) in cash |
- Analyzing Alternative Asset'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 Alternative Asset's stock is overvalued or undervalued compared to its peers.
- Examining Alternative Asset'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 Alternative Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alternative Asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alternative Asset's mutual fund. These opinions can provide insight into Alternative Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Alternative Mutual Fund
Alternative Asset financial ratios help investors to determine whether Alternative 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 Alternative with respect to the benefits of owning Alternative Asset security.
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