Aristotlesaul Global Eq Fund Manager Performance Evaluation
| ARIOX Fund | 10.83 0.02 0.19% |
The fund shows a Beta (market volatility) of 0.41, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aristotle/saul Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aristotle/saul Global is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Aristotlesaul Global Eq has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in February 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...moreAristotle/saul |
Aristotle/saul Global Relative Risk vs. Return Landscape
If you would invest 1,590 in Aristotlesaul Global Eq on October 6, 2024 and sell it today you would lose (507.00) from holding Aristotlesaul Global Eq or give up 31.89% of portfolio value over 90 days. Aristotlesaul Global Eq is currently producing negative expected returns and takes up 3.3342% volatility of returns over 90 trading days. Put another way, 29% of traded mutual funds are less volatile than Aristotle/saul, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aristotle/saul Global Current Valuation
Undervalued
Today
Please note that Aristotle/saul Global's price fluctuation is somewhat reliable at this time. Aristotle/saul Global shows a prevailing Real Value of USD11.5 per share. The current price of the fund is USD10.83. Our model approximates the value of Aristotle/saul Global from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Aristotle/saul Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aristotle/saul Mutual Fund. However, Aristotle/saul 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 10.83 | Real 11.5 | Hype 10.83 | Naive 12.16 |
The intrinsic value of Aristotle/saul 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 Aristotle/saul 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 Aristotlesaul Global Eq helps investors to forecast how Aristotle/saul 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 Aristotle/saul Global more accurately as focusing exclusively on Aristotle/saul Global's fundamentals will not take into account other important factors: Aristotle/saul Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aristotle/saul Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aristotlesaul Global Eq, and traders can use it to determine the average amount a Aristotle/saul 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 = -0.1625
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ARIOX |
Estimated Market Risk
| 3.33 actual daily | 29 71% of assets are more volatile |
Expected Return
| -0.54 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Aristotle/saul 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 Aristotle/saul Global by adding Aristotle/saul Global to a well-diversified portfolio.
About Aristotle/saul Global Performance
Evaluating Aristotle/saul Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aristotle/saul 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 Aristotle/saul 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.
The fund primarily invests its assets in equity securities that are listed on an exchange or that are otherwise publicly traded in the United States or in a foreign country. It may also invest in exchange-traded funds . Under normal market conditions, the Global Equity Fund invests in at least three different countries, including emerging market countries, with at least 40 percent of its net assets invested in securities of issuers located outside the United States. The Global Equity Funds investments in foreign securities may include investments through ADRs, EDRs, and GDRs.Things to note about Aristotle/saul Global performance evaluation
Checking the ongoing alerts about Aristotle/saul Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aristotle/saul Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aristotle/saul Global generated a negative expected return over the last 90 days | |
| Aristotle/saul Global has high historical volatility and very poor performance | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Aristotle/saul 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 Aristotle/saul Global's stock is overvalued or undervalued compared to its peers.
- Examining Aristotle/saul 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 Aristotle/saul Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aristotle/saul Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aristotle/saul Global's mutual fund. These opinions can provide insight into Aristotle/saul Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aristotle/saul Mutual Fund
Aristotle/saul Global financial ratios help investors to determine whether Aristotle/saul 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 Aristotle/saul with respect to the benefits of owning Aristotle/saul Global security.
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