Adams Diversified Equity Fund Manager Performance Evaluation
| XADEX Fund | USD 22.92 0.16 0.69% |
The fund shows a Beta (market volatility) of -0.0082, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Adams Diversified are expected to decrease at a much lower rate. During the bear market, Adams Diversified is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Adams Diversified Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Adams Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6000 |
Adams |
Adams Diversified Relative Risk vs. Return Landscape
If you would invest 2,441 in Adams Diversified Equity on October 10, 2024 and sell it today you would lose (149.00) from holding Adams Diversified Equity or give up 6.1% of portfolio value over 90 days. Adams Diversified Equity is currently producing negative expected returns and takes up 1.2996% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Adams, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Adams Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Adams Diversified's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Adams Diversified Equity, and traders can use it to determine the average amount a Adams Diversified'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 = -0.0728
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| Negative Returns | XADEX |
Estimated Market Risk
| 1.3 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Adams Diversified 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 Adams Diversified by adding Adams Diversified to a well-diversified portfolio.
Adams Diversified Fundamentals Growth
Adams Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Adams Diversified, and Adams Diversified 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 Adams Mutual Fund performance.
About Adams Diversified Performance
Evaluating Adams Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Adams Diversified 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 Adams Diversified 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.
Adams Diversified is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Adams Diversified Equity performance evaluation
Checking the ongoing alerts about Adams Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Adams Diversified Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Adams Diversified generated a negative expected return over the last 90 days |
- Analyzing Adams Diversified'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 Adams Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Adams Diversified'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 Adams Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Adams Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Adams Diversified's mutual fund. These opinions can provide insight into Adams Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Adams Mutual Fund
Adams Diversified financial ratios help investors to determine whether Adams 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 Adams with respect to the benefits of owning Adams Diversified security.
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