Sustainable Equity Fund Manager Performance Evaluation
| AFDIX Fund | USD 53.37 0.49 0.93% |
The entity has a beta of 0.89, which indicates possible diversification benefits within a given portfolio. Sustainable Equity returns are very sensitive to returns on the market. As the market goes up or down, Sustainable Equity is expected to follow.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Sustainable Equity Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Sustainable Equity 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 | 0.7900 |
Sustainable |
Sustainable Equity Relative Risk vs. Return Landscape
If you would invest 5,559 in Sustainable Equity Fund on September 23, 2024 and sell it today you would lose (222.00) from holding Sustainable Equity Fund or give up 3.99% of portfolio value over 90 days. Sustainable Equity Fund is currently producing negative expected returns and takes up 1.115% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Sustainable, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sustainable Equity Current Valuation
Fairly Valued
Today
Please note that Sustainable Equity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Sustainable Equity has a current Real Value of $53.96 per share. The regular price of the fund is $53.37. We determine the value of Sustainable Equity from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Sustainable Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sustainable Mutual Fund. However, Sustainable Equity'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 53.37 | Real 53.96 | Hype 53.37 | Naive 50.43 |
The intrinsic value of Sustainable Equity'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 Sustainable Equity'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 Sustainable Equity Fund helps investors to forecast how Sustainable 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 Sustainable Equity more accurately as focusing exclusively on Sustainable Equity's fundamentals will not take into account other important factors: Sustainable Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sustainable Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sustainable Equity Fund, and traders can use it to determine the average amount a Sustainable Equity'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 = -0.0506
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AFDIX |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sustainable Equity 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 Sustainable Equity by adding Sustainable Equity to a well-diversified portfolio.
Sustainable Equity Fundamentals Growth
Sustainable Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sustainable Equity, and Sustainable Equity 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 Sustainable Mutual Fund performance.
| Price To Earning | 18.48 X | ||||
| Price To Book | 2.77 X | ||||
| Price To Sales | 1.61 X | ||||
| Total Asset | 835.44 M | ||||
About Sustainable Equity Performance
Evaluating Sustainable Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sustainable Equity 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 Sustainable Equity 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 generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stocks value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a companys earnings and cash flow and changes in its earnings estimates.Things to note about Sustainable Equity performance evaluation
Checking the ongoing alerts about Sustainable Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sustainable Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sustainable Equity generated a negative expected return over the last 90 days | |
| The fund holds 98.81% of its assets under management (AUM) in equities |
- Analyzing Sustainable Equity'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 Sustainable Equity's stock is overvalued or undervalued compared to its peers.
- Examining Sustainable Equity'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 Sustainable Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sustainable Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sustainable Equity's mutual fund. These opinions can provide insight into Sustainable Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sustainable Mutual Fund
Sustainable Equity financial ratios help investors to determine whether Sustainable 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 Sustainable with respect to the benefits of owning Sustainable Equity security.
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