Ab Sustainable Thematic Fund Manager Performance Evaluation
| SUTAX Fund | USD 15.96 0.10 0.62% |
The fund owns a Beta (Systematic Risk) of 0.44, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Ab Sustainable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Sustainable is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Ab Sustainable Thematic 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 January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
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SUTAX |
Ab Sustainable Relative Risk vs. Return Landscape
If you would invest 2,031 in Ab Sustainable Thematic on September 27, 2024 and sell it today you would lose (435.00) from holding Ab Sustainable Thematic or give up 21.42% of portfolio value over 90 days. Ab Sustainable Thematic is currently producing negative expected returns and takes up 2.4391% volatility of returns over 90 trading days. Put another way, 21% of traded mutual funds are less volatile than SUTAX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Sustainable Current Valuation
Undervalued
Today
Please note that Ab Sustainable's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Ab Sustainable Thematic owns a latest Real Value of $16.51 per share. The recent price of the fund is $15.96. We determine the value of Ab Sustainable Thematic 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 Sustainable is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SUTAX Mutual Fund. However, Ab Sustainable'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 15.96 | Real 16.51 | Hype 15.93 | Naive 14.89 |
The intrinsic value of Ab Sustainable'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 Sustainable'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 Sustainable Thematic helps investors to forecast how SUTAX 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 Sustainable more accurately as focusing exclusively on Ab Sustainable's fundamentals will not take into account other important factors: Ab Sustainable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Sustainable's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Sustainable Thematic, and traders can use it to determine the average amount a Ab Sustainable'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 = -0.143
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SUTAX |
Estimated Market Risk
| 2.44 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.35 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ab Sustainable 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 Sustainable by adding Ab Sustainable to a well-diversified portfolio.
Ab Sustainable Fundamentals Growth
SUTAX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Sustainable, and Ab Sustainable 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 SUTAX Mutual Fund performance.
| Total Asset | 146.34 M | ||||
About Ab Sustainable Performance
Evaluating Ab Sustainable's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Sustainable 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 Sustainable 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 conditions, the fund invests at least 80 percent of its net assets in equity securities of U.S. companies that satisfy the funds sustainable thematic criteria. The Adviser employs a combination of top-down and bottom-up investment processes with the goal of identifying, based on its internal research and analysis, the most attractive securities of U.S. companies that fit into sustainable investment themes.Things to note about Ab Sustainable Thematic performance evaluation
Checking the ongoing alerts about Ab Sustainable for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Sustainable Thematic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ab Sustainable generated a negative expected return over the last 90 days | |
| The fund maintains about 7.15% of its assets in cash |
- Analyzing Ab Sustainable'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 Sustainable's stock is overvalued or undervalued compared to its peers.
- Examining Ab Sustainable'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 Sustainable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Sustainable's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Sustainable's mutual fund. These opinions can provide insight into Ab Sustainable's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SUTAX Mutual Fund
Ab Sustainable financial ratios help investors to determine whether SUTAX 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 SUTAX with respect to the benefits of owning Ab Sustainable security.
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