Acuitas Microcap Fund Manager Performance Evaluation
| AFMCX Fund | USD 14.29 0.25 1.78% |
The fund shows a Beta (market volatility) of 0.36, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Acuitas Microcap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Acuitas Microcap is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Acuitas Microcap Fund are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Acuitas Microcap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | AFMC executes flawless Fiscal Year 2024 - Edwards Air Force Base | 10/31/2024 |
| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 1.5000 |
Acuitas |
Acuitas Microcap Relative Risk vs. Return Landscape
If you would invest 1,379 in Acuitas Microcap Fund on October 6, 2024 and sell it today you would earn a total of 50.00 from holding Acuitas Microcap Fund or generate 3.63% return on investment over 90 days. Acuitas Microcap Fund is currently producing 0.0672% returns and takes up 1.4749% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Acuitas, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Acuitas Microcap Current Valuation
Fairly Valued
Today
Please note that Acuitas Microcap's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Acuitas Microcap shows a prevailing Real Value of $14.36 per share. The current price of the fund is $14.29. We determine the value of Acuitas Microcap 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 Acuitas Microcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Acuitas Mutual Fund. However, Acuitas Microcap'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 14.29 | Real 14.36 | Hype 14.27 |
The intrinsic value of Acuitas Microcap'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 Acuitas Microcap'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 Acuitas Microcap Fund helps investors to forecast how Acuitas 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 Acuitas Microcap more accurately as focusing exclusively on Acuitas Microcap's fundamentals will not take into account other important factors: Acuitas Microcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Acuitas Microcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Acuitas Microcap Fund, and traders can use it to determine the average amount a Acuitas Microcap'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 = 0.0455
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| Cash | Small Risk | AFMCX | High Risk | Huge Risk |
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Estimated Market Risk
| 1.47 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Acuitas Microcap is performing at about 3% 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 Acuitas Microcap by adding it to a well-diversified portfolio.
Acuitas Microcap Fundamentals Growth
Acuitas Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Acuitas Microcap, and Acuitas Microcap 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 Acuitas Mutual Fund performance.
| Price To Earning | 12.14 X | ||||
| Price To Book | 1.61 X | ||||
| Price To Sales | 0.66 X | ||||
About Acuitas Microcap Performance
Evaluating Acuitas Microcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Acuitas Microcap 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 Acuitas Microcap 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 normally invests at least 80 percent of its net assets in the equity securities of microcap companies that are headquartered in the U.S., or generate at least 50 percent of their revenue from activity in the U.S. It will pursue its investment objective using a multi-manager process, allocating assets among a carefully chosen group of asset managers . The adviser will select the funds sub-advisers using its manager research and selection process which seeks to identify investment managers that are likely to achieve out performance over a long time horizon.Things to note about Acuitas Microcap performance evaluation
Checking the ongoing alerts about Acuitas Microcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Acuitas Microcap 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 96.24% of its assets under management (AUM) in equities |
- Analyzing Acuitas Microcap'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 Acuitas Microcap's stock is overvalued or undervalued compared to its peers.
- Examining Acuitas Microcap'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 Acuitas Microcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Acuitas Microcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Acuitas Microcap's mutual fund. These opinions can provide insight into Acuitas Microcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Acuitas Mutual Fund
Acuitas Microcap financial ratios help investors to determine whether Acuitas 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 Acuitas with respect to the benefits of owning Acuitas Microcap security.
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