Abr 7525 Volatility Fund Manager Performance Evaluation
| VOLSX Fund | USD 11.38 0.08 0.71% |
The fund shows a Beta (market volatility) of 1.13, which signifies a somewhat significant risk relative to the market. Abr 75/25 returns are very sensitive to returns on the market. As the market goes up or down, Abr 75/25 is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Abr 7525 Volatility are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Abr 75/25 may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Abr 75/25 Relative Risk vs. Return Landscape
If you would invest 1,052 in Abr 7525 Volatility on September 2, 2024 and sell it today you would earn a total of 86.00 from holding Abr 7525 Volatility or generate 8.17% return on investment over 90 days. Abr 7525 Volatility is currently producing 0.1283% returns and takes up 1.0511% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Abr, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Abr 75/25 Current Valuation
Fairly Valued
Today
Please note that Abr 75/25's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Abr 7525 Volatility shows a prevailing Real Value of $11.25 per share. The current price of the fund is $11.38. We determine the value of Abr 7525 Volatility 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 Abr 75/25 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Abr Mutual Fund. However, Abr 75/25'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 11.38 | Real 11.25 | Hype 11.38 | Naive 11.44 |
The intrinsic value of Abr 75/25'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 Abr 75/25'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 Abr 7525 Volatility helps investors to forecast how Abr 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 Abr 75/25 more accurately as focusing exclusively on Abr 75/25's fundamentals will not take into account other important factors: Abr 75/25 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Abr 75/25's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Abr 7525 Volatility, and traders can use it to determine the average amount a Abr 75/25'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 = 0.1221
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| Cash | VOLSX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Abr 75/25 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 Abr 75/25 by adding it to a well-diversified portfolio.
Abr 75/25 Fundamentals Growth
Abr Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Abr 75/25, and Abr 75/25 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 Abr Mutual Fund performance.
| Total Asset | 369.07 M | ||||
About Abr 75/25 Performance
Evaluating Abr 75/25's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Abr 75/25 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 Abr 75/25 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 Adviser will, under normal market conditions, manage the funds assets so that seventy-five percent of its net assets are managed in accordance with the Advisers proprietary long volatility strategy, and the remaining twenty-five percent of its net assets are managed in accordance with the Advisers proprietary short volatility strategy.Things to note about Abr 7525 Volatility performance evaluation
Checking the ongoing alerts about Abr 75/25 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Abr 7525 Volatility help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 86.57% of its net assets in cash |
- Analyzing Abr 75/25'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 Abr 75/25's stock is overvalued or undervalued compared to its peers.
- Examining Abr 75/25'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 Abr 75/25's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Abr 75/25's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Abr 75/25's mutual fund. These opinions can provide insight into Abr 75/25's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Abr Mutual Fund
Abr 75/25 financial ratios help investors to determine whether Abr 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 Abr with respect to the benefits of owning Abr 75/25 security.
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