Adirondack Small Cap Fund Manager Performance Evaluation
| ADKSX Fund | USD 30.00 0.26 0.86% |
The fund shows a Beta (market volatility) of 0.87, which signifies possible diversification benefits within a given portfolio. Adirondack Small returns are very sensitive to returns on the market. As the market goes up or down, Adirondack Small is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Adirondack Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Adirondack Small 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 | 1st of August 2022 |
Adirondack |
Adirondack Small Relative Risk vs. Return Landscape
If you would invest 3,165 in Adirondack Small Cap on December 24, 2024 and sell it today you would lose (165.00) from holding Adirondack Small Cap or give up 5.21% of portfolio value over 90 days. Adirondack Small Cap is currently producing negative expected returns and takes up 1.0597% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Adirondack, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Adirondack Small Current Valuation
Fairly Valued
Today
Please note that Adirondack Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Adirondack Small Cap shows a prevailing Real Value of $30.22 per share. The current price of the fund is $30.0. We determine the value of Adirondack Small 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 Adirondack Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Adirondack Mutual Fund. However, Adirondack Small'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 30.0 | Real 30.22 | Hype 30.0 |
The intrinsic value of Adirondack Small'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 Adirondack Small'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 Adirondack Small Cap helps investors to forecast how Adirondack 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 Adirondack Small more accurately as focusing exclusively on Adirondack Small's fundamentals will not take into account other important factors: Adirondack Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Adirondack Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Adirondack Small Cap, and traders can use it to determine the average amount a Adirondack Small'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 = -0.0789
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ADKSX |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Adirondack Small 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 Adirondack Small by adding Adirondack Small to a well-diversified portfolio.
Adirondack Small Fundamentals Growth
Adirondack Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Adirondack Small, and Adirondack Small 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 Adirondack Mutual Fund performance.
| Price To Earning | 15.68 X | ||||
| Price To Book | 1.14 X | ||||
| Price To Sales | 0.58 X | ||||
About Adirondack Small Performance
Evaluating Adirondack Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Adirondack Small 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 Adirondack Small 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 achieve its objective by investing in a diversified portfolio of undervalued common stocks of small capitalization companies as determined by the Advisor. Under normal circumstances, at least 80 percent of the funds total assets will be invested in common stocks of small capitalization companies. It will invests primarily in the common stock of domestic companies but may occasionally invest up to 15 percent of its total assets in sponsored ADRs issued by foreign companies.Things to note about Adirondack Small Cap performance evaluation
Checking the ongoing alerts about Adirondack Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Adirondack Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Adirondack Small Cap generated a negative expected return over the last 90 days | |
| The fund holds 98.57% of its assets under management (AUM) in equities |
- Analyzing Adirondack Small'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 Adirondack Small's stock is overvalued or undervalued compared to its peers.
- Examining Adirondack Small'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 Adirondack Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Adirondack Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Adirondack Small's mutual fund. These opinions can provide insight into Adirondack Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Adirondack Mutual Fund
Adirondack Small financial ratios help investors to determine whether Adirondack 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 Adirondack with respect to the benefits of owning Adirondack Small security.
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