Access Flex Bear Fund Manager Performance Evaluation
| AFBIX Fund | USD 29.17 0.03 0.10% |
The fund shows a Beta (market volatility) of -0.15, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Access Flex are expected to decrease at a much lower rate. During the bear market, Access Flex is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Access Flex Bear are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Access Flex 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 | 26th of February 2021 | |
| Expense Ratio | 1.7800 |
Access |
Access Flex Relative Risk vs. Return Landscape
If you would invest 2,845 in Access Flex Bear on September 24, 2024 and sell it today you would earn a total of 72.00 from holding Access Flex Bear or generate 2.53% return on investment over 90 days. Access Flex Bear is currently producing 0.0393% returns and takes up 0.2399% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Access, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Access Flex Current Valuation
Overvalued
Today
Please note that Access Flex's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Access Flex Bear shows a prevailing Real Value of $26.76 per share. The current price of the fund is $29.17. We determine the value of Access Flex Bear 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 Access Flex is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Access Mutual Fund. However, Access Flex'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 29.17 | Real 26.76 | Hype 29.17 |
The intrinsic value of Access Flex'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 Access Flex'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 Access Flex Bear helps investors to forecast how Access 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 Access Flex more accurately as focusing exclusively on Access Flex's fundamentals will not take into account other important factors: Access Flex Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Access Flex's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Access Flex Bear, and traders can use it to determine the average amount a Access Flex'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 = 0.164
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AFBIX |
Estimated Market Risk
| 0.24 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Access Flex is performing at about 12% 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 Access Flex by adding it to a well-diversified portfolio.
Access Flex Fundamentals Growth
Access Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Access Flex, and Access Flex 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 Access Mutual Fund performance.
| Total Asset | 630 K | ||||
About Access Flex Performance
Evaluating Access Flex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Access Flex 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 Access Flex 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 financial instruments that the fund Advisors believes, in combination, should provide investment results that correspond generally to the inverse of the high yield market. It seeks to maintain inverse exposure to the high yield market regardless of market conditions and without taking defensive positions in cash or other instruments in anticipation of periods favorable for the high yield market. The fund is non-diversified.Things to note about Access Flex Bear performance evaluation
Checking the ongoing alerts about Access Flex for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Access Flex Bear help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| This fund generated-10.0 ten year return of -10.0% | |
| Access Flex holds about 97.68% of its assets under management (AUM) in cash |
- Analyzing Access Flex'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 Access Flex's stock is overvalued or undervalued compared to its peers.
- Examining Access Flex'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 Access Flex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Access Flex's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Access Flex's mutual fund. These opinions can provide insight into Access Flex's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Access Mutual Fund
Access Flex financial ratios help investors to determine whether Access 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 Access with respect to the benefits of owning Access Flex security.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |