Applied Finance Explorer Fund Manager Performance Evaluation
| AFDZX Fund | USD 23.54 0.18 0.76% |
The fund shows a Beta (market volatility) of 1.32, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Applied Finance will likely underperform.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Applied Finance Explorer are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Applied Finance is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of August 2022 | |
| Expense Ratio | 0.8300 |
Applied |
Applied Finance Relative Risk vs. Return Landscape
If you would invest 2,263 in Applied Finance Explorer on September 14, 2024 and sell it today you would earn a total of 109.00 from holding Applied Finance Explorer or generate 4.82% return on investment over 90 days. Applied Finance Explorer is currently producing 0.0791% returns and takes up 1.0724% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Applied, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Applied Finance Current Valuation
Fairly Valued
Today
Please note that Applied Finance's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Applied Finance Explorer shows a prevailing Real Value of $23.71 per share. The current price of the fund is $23.54. We determine the value of Applied Finance Explorer 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 Applied Finance is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Applied Mutual Fund. However, Applied Finance'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 23.54 | Real 23.71 | Hype 23.72 | Naive 23.22 |
The intrinsic value of Applied Finance'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 Applied Finance'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 Applied Finance Explorer helps investors to forecast how Applied 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 Applied Finance more accurately as focusing exclusively on Applied Finance's fundamentals will not take into account other important factors: Applied Finance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Applied Finance's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Applied Finance Explorer, and traders can use it to determine the average amount a Applied Finance'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 = 0.0738
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | AFDZX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Applied Finance is performing at about 5% 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 Applied Finance by adding it to a well-diversified portfolio.
Applied Finance Fundamentals Growth
Applied Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Applied Finance, and Applied Finance 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 Applied Mutual Fund performance.
| Total Asset | 287.04 M | ||||
About Applied Finance Performance
Evaluating Applied Finance's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Applied Finance 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 Applied Finance 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 the equity securities of small and middle capitalization companies. In choosing investments, the Adviser typically selects equity securities that the adviser believes offer superior return potential and may consider, among other factors, a companys valuation, projected future earnings, growth potential, recent performance, and business strategy. It may also invest in other investment companies, including ETFs.Things to note about Applied Finance Explorer performance evaluation
Checking the ongoing alerts about Applied Finance for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Applied Finance Explorer help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.29% of its assets under management (AUM) in equities |
- Analyzing Applied Finance'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 Applied Finance's stock is overvalued or undervalued compared to its peers.
- Examining Applied Finance'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 Applied Finance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Applied Finance's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Applied Finance's mutual fund. These opinions can provide insight into Applied Finance's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Applied Mutual Fund
Applied Finance financial ratios help investors to determine whether Applied 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 Applied with respect to the benefits of owning Applied Finance security.
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