Ab Growth Fund Manager Performance Evaluation
| AGRCX Fund | USD 10.78 0.04 0.37% |
The fund owns a Beta (Systematic Risk) of 0.87, which signifies possible diversification benefits within a given portfolio. Ab Growth returns are very sensitive to returns on the market. As the market goes up or down, Ab Growth is expected to follow.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Ab Growth 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 fundamental indicators remain fairly strong which may send shares a bit higher in February 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 31st of October 2022 | |
| Expense Ratio | 1.8700 |
AGRCX |
Ab Growth Relative Risk vs. Return Landscape
If you would invest 3,095 in Ab Growth Fund on October 27, 2024 and sell it today you would lose (2,017) from holding Ab Growth Fund or give up 65.17% of portfolio value over 90 days. Ab Growth Fund is currently producing negative expected returns and takes up 9.0076% volatility of returns over 90 trading days. Put another way, 80% of traded mutual funds are less volatile than AGRCX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Growth Current Valuation
Undervalued
Today
Please note that Ab Growth's price fluctuation is moderately volatile at this time. At this time, the entity appears to be undervalued. Ab Growth Fund owns a latest Real Value of $12.24 per share. The recent price of the fund is $10.78. We determine the value of Ab Growth Fund from examining 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 future date, mutual fund prices and their ongoing real values will grow together.
Since Ab Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of AGRCX Mutual Fund. However, Ab Growth'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 10.78 | Real 12.24 | Hype 10.82 | Naive 7.2 |
The intrinsic value of Ab Growth'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 Ab Growth'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 Ab Growth Fund helps investors to forecast how AGRCX 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 Ab Growth more accurately as focusing exclusively on Ab Growth's fundamentals will not take into account other important factors: Ab Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Growth Fund, and traders can use it to determine the average amount a Ab Growth'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 = -0.1054
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AGRCX |
Estimated Market Risk
| 9.01 actual daily | 80 80% of assets are less volatile |
Expected Return
| -0.95 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ab Growth 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 Ab Growth by adding Ab Growth to a well-diversified portfolio.
Ab Growth Fundamentals Growth
AGRCX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Growth, and Ab Growth 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 AGRCX Mutual Fund performance.
| Price To Earning | 22.29 X | ||||
| Price To Book | 5.23 X | ||||
| Price To Sales | 2.66 X | ||||
| Total Asset | 31.33 M | ||||
About Ab Growth Performance
Evaluating Ab Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Growth 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 Ab Growth 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 a domestic equity securities of companies selected by the funds Adviser for their growth potential with in various market sectors. Ab Portfolios is traded on NASDAQ Exchange in the United States.Things to note about Ab Growth Fund performance evaluation
Checking the ongoing alerts about Ab Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Growth Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ab Growth Fund generated a negative expected return over the last 90 days | |
| Ab Growth Fund has high historical volatility and very poor performance | |
| The fund holds 95.87% of its assets under management (AUM) in equities |
- Analyzing Ab Growth'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 Ab Growth's stock is overvalued or undervalued compared to its peers.
- Examining Ab Growth'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 Ab Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Growth's mutual fund. These opinions can provide insight into Ab Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AGRCX Mutual Fund
Ab Growth financial ratios help investors to determine whether AGRCX 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 AGRCX with respect to the benefits of owning Ab Growth security.
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