Api Short Term Fund Manager Performance Evaluation
| AFMMX Fund | USD 3.46 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0034, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Api Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Api Short is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Api Short Term has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Api Short 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 | 31st of May 2023 | |
| Expense Ratio | 1.4500 |
Api |
Api Short Relative Risk vs. Return Landscape
If you would invest 348.00 in Api Short Term on October 10, 2024 and sell it today you would lose (2.00) from holding Api Short Term or give up 0.57% of portfolio value over 90 days. Api Short Term is currently producing negative expected returns and takes up 0.1575% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Api, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Api Short Current Valuation
Fairly Valued
Today
Please note that Api Short's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Api Short Term shows a prevailing Real Value of $3.39 per share. The current price of the fund is $3.46. We determine the value of Api Short Term 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 Api Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Api Mutual Fund. However, Api Short'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 3.46 | Real 3.39 | Hype 3.46 |
The intrinsic value of Api Short'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 Api Short'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 Api Short Term helps investors to forecast how Api 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 Api Short more accurately as focusing exclusively on Api Short's fundamentals will not take into account other important factors: Api Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Api Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Api Short Term, and traders can use it to determine the average amount a Api Short'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 = -0.0592
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| Negative Returns | AFMMX |
Estimated Market Risk
| 0.16 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Api Short 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 Api Short by adding Api Short to a well-diversified portfolio.
Api Short Fundamentals Growth
Api Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Api Short, and Api Short 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 Api Mutual Fund performance.
| Total Asset | 158.19 M | ||||
About Api Short Performance
Evaluating Api Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Api Short 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 Api Short 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in fixed income securities that, in the Advisers opinion, offer the opportunity for income consistent with preservation of capital. Its portfolio will have an average aggregate maturity of not more than three years. The fund seeks to provide diversification by allocating its investments among various areas of the fixed income markets. It primarily invests in the investment grade debt securities of various types.Things to note about Api Short Term performance evaluation
Checking the ongoing alerts about Api Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Api Short Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Api Short Term generated a negative expected return over the last 90 days | |
| The fund holds about 14.18% of its assets under management (AUM) in fixed income securities |
- Analyzing Api Short'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 Api Short's stock is overvalued or undervalued compared to its peers.
- Examining Api Short'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 Api Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Api Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Api Short's mutual fund. These opinions can provide insight into Api Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Api Mutual Fund
Api Short financial ratios help investors to determine whether Api 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 Api with respect to the benefits of owning Api Short security.
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