Ab Servative Wealth Fund Manager Performance Evaluation
| ABPYX Fund | USD 12.19 0.01 0.08% |
The fund owns a Beta (Systematic Risk) of 0.1, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Ab Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Conservative is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Ab Servative Wealth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ab Conservative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7500 |
ABPYX |
Ab Conservative Relative Risk vs. Return Landscape
If you would invest 1,285 in Ab Servative Wealth on October 4, 2024 and sell it today you would lose (66.00) from holding Ab Servative Wealth or give up 5.14% of portfolio value over 90 days. Ab Servative Wealth is currently producing negative expected returns and takes up 0.5447% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than ABPYX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Conservative Current Valuation
Fairly Valued
Today
Please note that Ab Conservative's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Servative Wealth owns a latest Real Value of $12.29 per share. The recent price of the fund is $12.19. We determine the value of Ab Servative Wealth 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 Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ABPYX Mutual Fund. However, Ab Conservative'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 12.19 | Real 12.29 | Hype 12.2 |
The intrinsic value of Ab Conservative'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 Conservative'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 Servative Wealth helps investors to forecast how ABPYX 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 Conservative more accurately as focusing exclusively on Ab Conservative's fundamentals will not take into account other important factors: Ab Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Conservative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Servative Wealth, and traders can use it to determine the average amount a Ab Conservative'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 = -0.1509
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ABPYX |
Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ab Conservative 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 Conservative by adding Ab Conservative to a well-diversified portfolio.
Ab Conservative Fundamentals Growth
ABPYX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Conservative, and Ab Conservative 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 ABPYX Mutual Fund performance.
| Price To Earning | 17.95 X | ||||
| Price To Book | 2.04 X | ||||
| Price To Sales | 1.42 X | ||||
| Total Asset | 104.59 M | ||||
About Ab Conservative Performance
Evaluating Ab Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Conservative 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 Conservative 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 in a diversified portfolio of equity and fixed-income securities. Normally, the funds investments will consist of approximately 60 percent equity securities and 40 percent fixed-income securities, but these target allocations may vary. The fund will not purchase a security if as a result less than 25 percent of its total assets would be invested in either equity securities or fixed-income securities. Under normal circumstances, at least 80 percent of its net assets will be invested in securities of issuers that meet the funds sustainability criteria.Things to note about Ab Servative Wealth performance evaluation
Checking the ongoing alerts about Ab Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Servative Wealth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ab Servative Wealth generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% |
- Analyzing Ab Conservative'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 Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Ab Conservative'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 Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Conservative's mutual fund. These opinions can provide insight into Ab Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in ABPYX Mutual Fund
Ab Conservative financial ratios help investors to determine whether ABPYX 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 ABPYX with respect to the benefits of owning Ab Conservative security.
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