Aspiriant Defensive Allocation Fund Manager Performance Evaluation
| RMDFX Fund | USD 12.66 0.03 0.24% |
The fund shows a Beta (market volatility) of 0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aspiriant Defensive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aspiriant Defensive is expected to be smaller as well.
Risk-Adjusted Performance
High
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Aspiriant Defensive Allocation are ranked lower than 32 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Aspiriant Defensive may actually be approaching a critical reversion point that can send shares even higher in April 2026.
...moreAspiriant |
Aspiriant Defensive Relative Risk vs. Return Landscape
If you would invest 1,169 in Aspiriant Defensive Allocation on December 1, 2025 and sell it today you would earn a total of 97.00 from holding Aspiriant Defensive Allocation or generate 8.3% return on investment over 90 days. Aspiriant Defensive Allocation is currently producing 0.1292% returns and takes up 0.3181% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Aspiriant, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aspiriant Defensive Current Valuation
Fairly Valued
Today
Please note that Aspiriant Defensive's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Aspiriant Defensive shows a prevailing Real Value of $12.54 per share. The current price of the fund is $12.66. We determine the value of Aspiriant Defensive 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 Aspiriant Defensive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aspiriant Mutual Fund. However, Aspiriant Defensive'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 12.66 | Real 12.54 | Hype 12.66 | Naive 12.72 |
The intrinsic value of Aspiriant Defensive'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 Aspiriant Defensive'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 Aspiriant Defensive Allocation helps investors to forecast how Aspiriant 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 Aspiriant Defensive more accurately as focusing exclusively on Aspiriant Defensive's fundamentals will not take into account other important factors: Aspiriant Defensive Target Price Odds to finish over Current Price
The tendency of Aspiriant Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.66 | 90 days | 12.66 | nearly 4.49 |
Based on a normal probability distribution, the odds of Aspiriant Defensive to move above the current price in 90 days from now is nearly 4.49 (This Aspiriant Defensive Allocation probability density function shows the probability of Aspiriant Mutual Fund to fall within a particular range of prices over 90 days) .
Aspiriant Defensive Price Density |
| Price |
Predictive Modules for Aspiriant Defensive
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Aspiriant Defensive. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Aspiriant Defensive Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Aspiriant Defensive is not an exception. The market had few large corrections towards the Aspiriant Defensive's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Aspiriant Defensive Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Aspiriant Defensive within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 0.11 | |
σ | Overall volatility | 0.33 | |
Ir | Information ratio | 0.16 |
Aspiriant Defensive Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Aspiriant Defensive for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Aspiriant Defensive can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Aspiriant is showing solid risk-adjusted performance over 90 days | |
| The fund maintains about 16.7% of its assets in cash |
Aspiriant Defensive Fundamentals Growth
Aspiriant Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aspiriant Defensive, and Aspiriant Defensive 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 Aspiriant Mutual Fund performance.
| Total Asset | 1.5 B | ||||
About Aspiriant Defensive Performance
Evaluating Aspiriant Defensive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aspiriant Defensive 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 Aspiriant Defensive 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 is a fund-of-funds that seeks to provide an investment return that has lower volatility than traditional asset classes by combining several non-traditional or alternative asset class exposures, including investments that focus on a specialized asset class such as long-short strategies. It is non-diversified.Things to note about Aspiriant Defensive performance evaluation
Checking the ongoing alerts about Aspiriant Defensive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aspiriant Defensive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aspiriant is showing solid risk-adjusted performance over 90 days | |
| The fund maintains about 16.7% of its assets in cash |
- Analyzing Aspiriant Defensive'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 Aspiriant Defensive's stock is overvalued or undervalued compared to its peers.
- Examining Aspiriant Defensive'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 Aspiriant Defensive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aspiriant Defensive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aspiriant Defensive's mutual fund. These opinions can provide insight into Aspiriant Defensive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aspiriant Mutual Fund
Aspiriant Defensive financial ratios help investors to determine whether Aspiriant 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 Aspiriant with respect to the benefits of owning Aspiriant Defensive security.
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