Agf American Growth Fund Manager Performance Evaluation
| AGF5036 Fund | 73.19 1.41 1.96% |
The fund shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, AGF American's returns are expected to increase less than the market. However, during the bear market, the loss of holding AGF American is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in AGF American Growth are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat sluggish basic indicators, AGF American may actually be approaching a critical reversion point that can send shares even higher in February 2025.
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AGF American Relative Risk vs. Return Landscape
If you would invest 6,641 in AGF American Growth on October 9, 2024 and sell it today you would earn a total of 678.00 from holding AGF American Growth or generate 10.21% return on investment over 90 days. AGF American Growth is generating 0.1672% of daily returns and assumes 1.017% volatility on return distribution over the 90 days horizon. Simply put, 9% of funds are less volatile than AGF, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
AGF American Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AGF American's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as AGF American Growth, and traders can use it to determine the average amount a AGF American'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 = 0.1644
| Best Portfolio | Best Equity | |||
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| Small Returns | AGF5036 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average AGF American 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 AGF American by adding it to a well-diversified portfolio.
Things to note about AGF American Growth performance evaluation
Checking the ongoing alerts about AGF American for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for AGF American Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating AGF American's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate AGF American's fund performance include:- Analyzing AGF American'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 AGF American's stock is overvalued or undervalued compared to its peers.
- Examining AGF American'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 AGF American's management team can have a significant impact on its success or failure. Reviewing the track record and experience of AGF American's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of AGF American's fund. These opinions can provide insight into AGF American's potential for growth and whether the stock is currently undervalued or overvalued.
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