Ab Global Real Fund Manager Performance Evaluation
| AREAX Fund | USD 15.06 0.19 1.25% |
The fund owns a Beta (Systematic Risk) of 0.23, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Ab Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Global is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Ab Global Real has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ab Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | The Underfunded, Underestimated, Yet Critical Side of Conservation - The Nature Conservancy | 11/21/2024 |
| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.8100 |
AREAX |
Ab Global Relative Risk vs. Return Landscape
If you would invest 1,598 in Ab Global Real on September 13, 2024 and sell it today you would lose (92.00) from holding Ab Global Real or give up 5.76% of portfolio value over 90 days. Ab Global Real is currently producing negative expected returns and takes up 0.7239% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than AREAX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Global Current Valuation
Fairly Valued
Today
Please note that Ab Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Global Real owns a latest Real Value of $15.18 per share. The recent price of the fund is $15.06. We determine the value of Ab Global Real 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of AREAX Mutual Fund. However, Ab Global'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 15.06 | Real 15.18 | Hype 15.06 | Naive 14.92 |
The intrinsic value of Ab Global'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 Global'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 Global Real helps investors to forecast how AREAX 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 Global more accurately as focusing exclusively on Ab Global's fundamentals will not take into account other important factors: Ab Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Global Real, and traders can use it to determine the average amount a Ab Global'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 = -0.1264
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AREAX |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ab Global 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 Ab Global by adding Ab Global to a well-diversified portfolio.
Ab Global Fundamentals Growth
AREAX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Global, and Ab Global 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 AREAX Mutual Fund performance.
| Price To Earning | 19.56 X | ||||
| Price To Book | 1.38 X | ||||
| Price To Sales | 4.07 X | ||||
| Total Asset | 33.26 M | ||||
About Ab Global Performance
Evaluating Ab Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Global 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 Global 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 net assets in the equity securities of real estate investment trusts, or REITs, and other real estate industry companies, such as real estate operating companies, or REOCs. It invests in U.S. and non-U.S. issuers. Under normal circumstances, it invests significantly in securities of non-U.S. companies. In addition, the fund invests, under normal circumstances, in the equity securities of companies located in at least three countries.Things to note about Ab Global Real performance evaluation
Checking the ongoing alerts about Ab Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Global Real help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ab Global Real generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: The Underfunded, Underestimated, Yet Critical Side of Conservation - The Nature Conservancy | |
| The fund generated three year return of -2.0% | |
| Ab Global Real holds all of its assets under management (AUM) in equities |
- Analyzing Ab Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Ab Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Global's mutual fund. These opinions can provide insight into Ab Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AREAX Mutual Fund
Ab Global financial ratios help investors to determine whether AREAX 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 AREAX with respect to the benefits of owning Ab Global security.
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