Acadian Emerging Markets Fund Manager Performance Evaluation
| AEMVX Fund | USD 23.89 0.10 0.42% |
The fund shows a Beta (market volatility) of 0.25, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Acadian Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Acadian Emerging is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Acadian Emerging Markets are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Acadian Emerging 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 March 2023 | |
| Expense Ratio | 1.1500 |
Acadian |
Acadian Emerging Relative Risk vs. Return Landscape
If you would invest 2,281 in Acadian Emerging Markets on September 12, 2024 and sell it today you would earn a total of 118.00 from holding Acadian Emerging Markets or generate 5.17% return on investment over 90 days. Acadian Emerging Markets is currently producing 0.0818% returns and takes up 0.7761% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Acadian, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Acadian Emerging Current Valuation
Fairly Valued
Today
Please note that Acadian Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Acadian Emerging Markets shows a prevailing Real Value of $23.97 per share. The current price of the fund is $23.89. We determine the value of Acadian Emerging Markets 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 Acadian Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Acadian Mutual Fund. However, Acadian Emerging'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 23.89 | Real 23.97 | Hype 23.99 | Naive 24.37 |
The intrinsic value of Acadian Emerging'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 Acadian Emerging'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 Acadian Emerging Markets helps investors to forecast how Acadian 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 Acadian Emerging more accurately as focusing exclusively on Acadian Emerging's fundamentals will not take into account other important factors: Acadian Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Acadian Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Acadian Emerging Markets, and traders can use it to determine the average amount a Acadian Emerging'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 = 0.1054
| Best Portfolio | Best Equity | |||
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| Cash | AEMVX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Acadian Emerging is performing at about 8% 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 Acadian Emerging by adding it to a well-diversified portfolio.
Acadian Emerging Fundamentals Growth
Acadian Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Acadian Emerging, and Acadian Emerging 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 Acadian Mutual Fund performance.
| Total Asset | 3.29 M | ||||
About Acadian Emerging Performance
Evaluating Acadian Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Acadian Emerging 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 Acadian Emerging 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 will invest primarily in common stocks but also may invest in other types of equity securities, including preferred stock. Under normal circumstances, it invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of issuers. The fund may also invest in securities of issuers located in industrialized countries.Things to note about Acadian Emerging Markets performance evaluation
Checking the ongoing alerts about Acadian Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Acadian Emerging Markets 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 100.11% of its assets under management (AUM) in equities |
- Analyzing Acadian Emerging'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 Acadian Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Acadian Emerging'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 Acadian Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Acadian Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Acadian Emerging's mutual fund. These opinions can provide insight into Acadian Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Acadian Mutual Fund
Acadian Emerging financial ratios help investors to determine whether Acadian 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 Acadian with respect to the benefits of owning Acadian Emerging security.
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