Avantis Equity Financials
| AVUSX Fund | USD 17.64 0.18 1.01% |
Avantis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Avantis Equity Fund Summary
Avantis Equity competes with Avantis International, Avantis International, Avantis Emerging, Avantis International, and Avantis International. The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. It may invest in companies of all market capitalizations. The fund seeks securities of companies that the manager expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics. Under normal market conditions, the fund will invest at least 80 percent of its assets in equity securities of U.S. companies.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | American Century ETF |
| Mutual Fund Family | Avantis Investors |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 833 928 2684 |
| Currency | USD - US Dollar |
Avantis Equity Key Financial Ratios
Avantis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Avantis Equity's current stock value. Our valuation model uses many indicators to compare Avantis Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Avantis Equity competition to find correlations between indicators driving Avantis Equity's intrinsic value. More Info.Avantis Equity is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 105.11 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Avantis Equity's earnings, one of the primary drivers of an investment's value.Avantis Equity Systematic Risk
Avantis Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Avantis Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Avantis Equity correlated with the market. If Beta is less than 0 Avantis Equity generally moves in the opposite direction as compared to the market. If Avantis Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Avantis Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Avantis Equity is generally in the same direction as the market. If Beta > 1 Avantis Equity moves generally in the same direction as, but more than the movement of the benchmark.
Avantis Equity March 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Avantis Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Avantis Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Avantis Equity based on widely used predictive technical indicators. In general, we focus on analyzing Avantis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Avantis Equity's daily price indicators and compare them against related drivers.
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 4.33 | |||
| Value At Risk | (1.92) | |||
| Potential Upside | 1.19 |
Other Information on Investing in Avantis Mutual Fund
Avantis Equity financial ratios help investors to determine whether Avantis 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 Avantis with respect to the benefits of owning Avantis Equity security.
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