American Independence Kansas Fund Manager Performance Evaluation
| SEKSX Fund | USD 10.05 0.02 0.20% |
The fund shows a Beta (market volatility) of 0.0364, which signifies not very significant fluctuations relative to the market. As returns on the market increase, American Independence's returns are expected to increase less than the market. However, during the bear market, the loss of holding American Independence is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days American Independence Kansas has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, American Independence 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 | 27th of January 2023 | |
| Expense Ratio | 0.4800 |
American |
American Independence Relative Risk vs. Return Landscape
If you would invest 1,018 in American Independence Kansas on September 26, 2024 and sell it today you would lose (13.00) from holding American Independence Kansas or give up 1.28% of portfolio value over 90 days. American Independence Kansas is currently producing negative expected returns and takes up 0.211% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than American, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
American Independence Current Valuation
Fairly Valued
Today
Please note that American Independence's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. American Independence shows a prevailing Real Value of $10.07 per share. The current price of the fund is $10.05. We determine the value of American Independence 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 American Independence is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American Independence'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 10.05 | Real 10.07 | Hype 10.05 |
The intrinsic value of American Independence'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 American Independence'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 American Independence Kansas helps investors to forecast how American 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 American Independence more accurately as focusing exclusively on American Independence's fundamentals will not take into account other important factors: American Independence Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Independence's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as American Independence Kansas, and traders can use it to determine the average amount a American Independence'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 = -0.0956
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| Negative Returns | SEKSX |
Estimated Market Risk
| 0.21 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average American Independence 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 American Independence by adding American Independence to a well-diversified portfolio.
American Independence Fundamentals Growth
American Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of American Independence, and American Independence 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 American Mutual Fund performance.
| Total Asset | 127.52 M | ||||
About American Independence Performance
Evaluating American Independence's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if American Independence 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 American Independence 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 seeks to preserve capital while producing current income for the investor that is exempt from both federal and Kansas state income taxes by investing in bonds issued by Kansas municipalities. It will invest in municipal bonds with maturities ranging up to 20 years and which are rated, at time of purchase, investment grade. The fund is non-diversified.Things to note about American Independence performance evaluation
Checking the ongoing alerts about American Independence for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for American Independence help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| American Independence generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| American Independence maintains most of the assets in different exotic instruments. |
- Analyzing American Independence'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 American Independence's stock is overvalued or undervalued compared to its peers.
- Examining American Independence'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 American Independence's management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Independence's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of American Independence's mutual fund. These opinions can provide insight into American Independence's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in American Mutual Fund
American Independence financial ratios help investors to determine whether American 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 American with respect to the benefits of owning American Independence security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |