Ariel Global Fund Manager Performance Evaluation
| AGLYX Fund | USD 13.37 0.02 0.15% |
The fund shows a Beta (market volatility) of 0.47, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Ariel Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ariel Global is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Ariel Global Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.8900 |
Ariel |
Ariel Global Relative Risk vs. Return Landscape
If you would invest 1,612 in Ariel Global Fund on November 27, 2024 and sell it today you would lose (275.00) from holding Ariel Global Fund or give up 17.06% of portfolio value over 90 days. Ariel Global Fund is currently producing negative expected returns and takes up 3.1716% volatility of returns over 90 trading days. Put another way, 28% of traded mutual funds are less volatile than Ariel, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ariel Global Current Valuation
Fairly Valued
Today
Please note that Ariel Global's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Ariel Global shows a prevailing Real Value of $13.61 per share. The current price of the fund is $13.37. We determine the value of Ariel Global 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 Ariel Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ariel Mutual Fund. However, Ariel Global'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 13.37 | Real 13.61 | Hype 13.39 |
The intrinsic value of Ariel Global'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 Ariel Global'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 Ariel Global Fund helps investors to forecast how Ariel 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 Ariel Global more accurately as focusing exclusively on Ariel Global's fundamentals will not take into account other important factors: Ariel Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ariel Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ariel Global Fund, and traders can use it to determine the average amount a Ariel Global'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 = -0.0814
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AGLYX |
Estimated Market Risk
| 3.17 actual daily | 28 72% of assets are more volatile |
Expected Return
| -0.26 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ariel Global 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 Ariel Global by adding Ariel Global to a well-diversified portfolio.
Ariel Global Fundamentals Growth
Ariel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ariel Global, and Ariel Global 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 Ariel Mutual Fund performance.
| Price To Earning | 15.55 X | ||||
| Price To Book | 2.76 X | ||||
| Price To Sales | 1.78 X | ||||
| Total Asset | 170.13 M | ||||
About Ariel Global Performance
Evaluating Ariel Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ariel Global 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 Ariel Global 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 equity securities of both U.S. and foreign companies, including companies based in developed or emerging markets. It is permitted to invest in companies of any size, but typically will not invest in companies with market capitalizations below 3 billion. Under normal market conditions, the fund will invest at least 40 percent of its assets in countries other than the U.S.Things to note about Ariel Global performance evaluation
Checking the ongoing alerts about Ariel Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ariel Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ariel Global generated a negative expected return over the last 90 days | |
| Ariel Global has high historical volatility and very poor performance | |
| The fund holds about 5.33% of its assets under management (AUM) in cash |
- Analyzing Ariel Global'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 Ariel Global's stock is overvalued or undervalued compared to its peers.
- Examining Ariel Global'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 Ariel Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ariel Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ariel Global's mutual fund. These opinions can provide insight into Ariel Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ariel Mutual Fund
Ariel Global financial ratios help investors to determine whether Ariel 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 Ariel with respect to the benefits of owning Ariel Global security.
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