Americafirst Large Cap Fund Manager Performance Evaluation
| SBQIX Fund | USD 15.17 0.06 0.39% |
The fund shows a Beta (market volatility) of 0.99, which signifies possible diversification benefits within a given portfolio. Americafirst Large returns are very sensitive to returns on the market. As the market goes up or down, Americafirst Large is expected to follow.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Americafirst Large Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Americafirst Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 1.9900 |
AMERICAFIRST |
Americafirst Large Relative Risk vs. Return Landscape
If you would invest 1,388 in Americafirst Large Cap on August 30, 2024 and sell it today you would earn a total of 129.00 from holding Americafirst Large Cap or generate 9.29% return on investment over 90 days. Americafirst Large Cap is currently producing 0.1433% returns and takes up 0.9379% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than AMERICAFIRST, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Americafirst Large Current Valuation
Undervalued
Today
Please note that Americafirst Large's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Americafirst Large Cap shows a prevailing Real Value of $16.61 per share. The current price of the fund is $15.17. We determine the value of Americafirst Large 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 Americafirst Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of AMERICAFIRST Mutual Fund. However, Americafirst Large'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 15.17 | Real 16.61 | Hype 15.17 |
The intrinsic value of Americafirst Large'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 Americafirst Large'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 Americafirst Large Cap helps investors to forecast how AMERICAFIRST 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 Americafirst Large more accurately as focusing exclusively on Americafirst Large's fundamentals will not take into account other important factors: Americafirst Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Americafirst Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Americafirst Large Cap, and traders can use it to determine the average amount a Americafirst Large'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 = 0.1528
| Best Portfolio | Best Equity | |||
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| Cash | SBQIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Americafirst Large 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 Americafirst Large by adding it to a well-diversified portfolio.
Americafirst Large Fundamentals Growth
AMERICAFIRST Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Americafirst Large, and Americafirst Large 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 AMERICAFIRST Mutual Fund performance.
| Total Asset | 1.14 M | ||||
About Americafirst Large Performance
Evaluating Americafirst Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Americafirst Large 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 Americafirst Large 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 primarily in common stocks of companies that are selected using the investment advisors alpha trends factor strategy. The manager defines foreign companies as those organized outside the U.S., or that derive a majority of revenue or profits outside the U.S., or that have a majority of their assets or employees outside the U.S. Alpha is an investment industry term referring to the performance of a portfolio or asset class relative to its benchmark or index. It is non-diversified.Things to note about Americafirst Large Cap performance evaluation
Checking the ongoing alerts about Americafirst Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Americafirst Large 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 maintains about 5.24% of its assets in cash |
- Analyzing Americafirst Large'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 Americafirst Large's stock is overvalued or undervalued compared to its peers.
- Examining Americafirst Large'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 Americafirst Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Americafirst Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Americafirst Large's mutual fund. These opinions can provide insight into Americafirst Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AMERICAFIRST Mutual Fund
Americafirst Large financial ratios help investors to determine whether AMERICAFIRST 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 AMERICAFIRST with respect to the benefits of owning Americafirst Large security.
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