Astonherndon Large Cap Fund Manager Performance Evaluation
| AALIX Fund | USD 11.63 0.02 0.17% |
The fund shows a Beta (market volatility) of 0.5, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Astonherndon Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Astonherndon Large is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Astonherndon Large Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Astonherndon Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3500 |
Astonherndon |
Astonherndon Large Relative Risk vs. Return Landscape
If you would invest 1,115 in Astonherndon Large Cap on September 15, 2024 and sell it today you would earn a total of 48.00 from holding Astonherndon Large Cap or generate 4.3% return on investment over 90 days. Astonherndon Large Cap is currently producing 0.0669% returns and takes up 0.4505% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Astonherndon, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Astonherndon Large Current Valuation
Fairly Valued
Today
Please note that Astonherndon Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Astonherndon Large Cap shows a prevailing Real Value of $11.58 per share. The current price of the fund is $11.63. We determine the value of Astonherndon Large Cap 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 Astonherndon Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Astonherndon Mutual Fund. However, Astonherndon Large'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 11.63 | Real 11.58 | Hype 11.63 | Naive 11.58 |
The intrinsic value of Astonherndon Large'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 Astonherndon Large'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 Astonherndon Large Cap helps investors to forecast how Astonherndon 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 Astonherndon Large more accurately as focusing exclusively on Astonherndon Large's fundamentals will not take into account other important factors: Astonherndon Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Astonherndon Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Astonherndon Large Cap, and traders can use it to determine the average amount a Astonherndon Large'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 = 0.1484
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| Cash | AALIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.45 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Astonherndon Large is performing at about 11% 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 Astonherndon Large by adding it to a well-diversified portfolio.
Astonherndon Large Fundamentals Growth
Astonherndon Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Astonherndon Large, and Astonherndon Large 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 Astonherndon Mutual Fund performance.
| Price To Earning | 15.41 X | ||||
| Price To Book | 3.39 X | ||||
| Price To Sales | 1.23 X | ||||
| Total Asset | 32.78 M | ||||
About Astonherndon Large Performance
Evaluating Astonherndon Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Astonherndon Large 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 Astonherndon Large 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 primarily in dividend paying equity securities, with at least 80 percent of its net assets in income generating equity securities and equity-related instruments traded on U.S. exchanges. The advisor includes common stocks and securities convertible into common stocks of companies with any market capitalization and sponsored or unsponsored American Depositary Receipts . The fund is non-diversified.Things to note about Astonherndon Large Cap performance evaluation
Checking the ongoing alerts about Astonherndon Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Astonherndon Large Cap 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 98.71% of its assets under management (AUM) in equities |
- Analyzing Astonherndon Large'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 Astonherndon Large's stock is overvalued or undervalued compared to its peers.
- Examining Astonherndon Large'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 Astonherndon Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Astonherndon Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Astonherndon Large's mutual fund. These opinions can provide insight into Astonherndon Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Astonherndon Mutual Fund
Astonherndon Large financial ratios help investors to determine whether Astonherndon 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 Astonherndon with respect to the benefits of owning Astonherndon Large security.
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