Ab Pennsylvania Portfolio Fund Manager Performance Evaluation
| APACX Fund | USD 9.71 0.01 0.10% |
The fund owns a Beta (Systematic Risk) of 0.0366, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Ab Pennsylvania's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Pennsylvania is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Pennsylvania Portfolio are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Ab Pennsylvania is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Ardian quadruples APAC LPs in record 30bn secondaries raise - Secondaries Investor | 01/16/2025 |
| Expense Ratio Date | 30th of September 2022 |
APACX |
Ab Pennsylvania Relative Risk vs. Return Landscape
If you would invest 967.00 in Ab Pennsylvania Portfolio on December 18, 2024 and sell it today you would earn a total of 4.00 from holding Ab Pennsylvania Portfolio or generate 0.41% return on investment over 90 days. Ab Pennsylvania Portfolio is currently producing 0.0072% returns and takes up 0.2176% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than APACX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Pennsylvania Current Valuation
Fairly Valued
Today
Please note that Ab Pennsylvania's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Pennsylvania Portfolio owns a latest Real Value of $9.7 per share. The recent price of the fund is $9.71. We determine the value of Ab Pennsylvania Portfolio from examining 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 future date, mutual fund prices and their ongoing real values will grow together.
Since Ab Pennsylvania is currently traded on the exchange, buyers and sellers on that exchange determine the market value of APACX Mutual Fund. However, Ab Pennsylvania'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 9.71 | Real 9.7 | Hype 9.71 |
The intrinsic value of Ab Pennsylvania'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 Ab Pennsylvania'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 Ab Pennsylvania Portfolio helps investors to forecast how APACX 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 Ab Pennsylvania more accurately as focusing exclusively on Ab Pennsylvania's fundamentals will not take into account other important factors: Ab Pennsylvania Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Pennsylvania's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Pennsylvania Portfolio, and traders can use it to determine the average amount a Ab Pennsylvania'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 = 0.0332
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | APACX |
Estimated Market Risk
| 0.22 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
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Ab Pennsylvania is performing at about 2% 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 Ab Pennsylvania by adding it to a well-diversified portfolio.
Ab Pennsylvania Fundamentals Growth
APACX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Pennsylvania, and Ab Pennsylvania 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 APACX Mutual Fund performance.
| Total Asset | 1000 K | ||||
About Ab Pennsylvania Performance
Evaluating Ab Pennsylvania's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Pennsylvania 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 Ab Pennsylvania 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 at least 80 percent of its net assets in municipal securities that pay interest that is exempt from federal income tax. These securities may pay interest that is subject to the federal alternative minimum tax for certain taxpayers. It invests at least 80 percent of its net assets in municipal securities of Pennsylvania or municipal securities with interest that is otherwise exempt from Pennsylvania state income tax.Things to note about Ab Pennsylvania Portfolio performance evaluation
Checking the ongoing alerts about Ab Pennsylvania for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Pennsylvania Portfolio 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 most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Ab Pennsylvania'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 Ab Pennsylvania's stock is overvalued or undervalued compared to its peers.
- Examining Ab Pennsylvania'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 Ab Pennsylvania's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Pennsylvania's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Pennsylvania's mutual fund. These opinions can provide insight into Ab Pennsylvania's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in APACX Mutual Fund
Ab Pennsylvania financial ratios help investors to determine whether APACX 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 APACX with respect to the benefits of owning Ab Pennsylvania security.
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