Aperture Discover Equity Manager Performance
| ADSRXDelisted Fund | USD 11.47 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Aperture Discover are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Aperture Discover Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Aperture Discover 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 May 2023 | |
| Expense Ratio | 0.6500 |
Aperture |
Aperture Discover Relative Risk vs. Return Landscape
If you would invest 1,147 in Aperture Discover Equity on October 9, 2024 and sell it today you would earn a total of 0.00 from holding Aperture Discover Equity or generate 0.0% return on investment over 90 days. Aperture Discover Equity is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Aperture, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aperture Discover Current Valuation
Overvalued
Today
Please note that Aperture Discover's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Aperture Discover Equity shows a prevailing Real Value of $10.46 per share. The current price of the fund is $11.47. We determine the value of Aperture Discover Equity 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 Aperture Discover is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aperture Mutual Fund. However, Aperture Discover'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 11.47 | Real 10.46 | Hype 11.47 |
The intrinsic value of Aperture Discover'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 Aperture Discover'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 Aperture Discover Equity helps investors to forecast how Aperture 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 Aperture Discover more accurately as focusing exclusively on Aperture Discover's fundamentals will not take into account other important factors: Aperture Discover Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aperture Discover's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aperture Discover Equity, and traders can use it to determine the average amount a Aperture Discover'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 = 0.0
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Based on monthly moving average Aperture Discover 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 Aperture Discover by adding Aperture Discover to a well-diversified portfolio.
Aperture Discover Fundamentals Growth
Aperture Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aperture Discover, and Aperture Discover 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 Aperture Mutual Fund performance.
| Total Asset | 15.18 M | |||
About Aperture Discover Performance
Evaluating Aperture Discover's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aperture Discover 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 Aperture Discover 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 investment seeks a return in excess of the Russell 2000 Total Return Index. Aperture Discover is traded on NASDAQ Exchange in the United States.Things to note about Aperture Discover Equity performance evaluation
Checking the ongoing alerts about Aperture Discover for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aperture Discover Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aperture Discover is not yet fully synchronised with the market data | |
| Aperture Discover has a very high chance of going through financial distress in the upcoming years | |
| The fund generated three year return of -4.0% | |
| Aperture Discover Equity holds about 9.25% of its assets under management (AUM) in cash |
- Analyzing Aperture Discover'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 Aperture Discover's stock is overvalued or undervalued compared to its peers.
- Examining Aperture Discover'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 Aperture Discover's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aperture Discover's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aperture Discover's mutual fund. These opinions can provide insight into Aperture Discover's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Other Consideration for investing in Aperture Mutual Fund
If you are still planning to invest in Aperture Discover Equity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Aperture Discover's history and understand the potential risks before investing.
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