Ariel International Fund Manager Performance Evaluation
| AINTX Fund | USD 14.86 0.14 0.95% |
The fund shows a Beta (market volatility) of 0.27, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Ariel International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ariel International is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Ariel International Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ariel International 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 February 2023 | |
| Expense Ratio | 1.1400 |
Ariel |
Ariel International Relative Risk vs. Return Landscape
If you would invest 1,533 in Ariel International Fund on September 3, 2024 and sell it today you would lose (47.00) from holding Ariel International Fund or give up 3.07% of portfolio value over 90 days. Ariel International Fund is currently producing negative expected returns and takes up 0.7713% volatility of returns over 90 trading days. Put another way, 6% 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 International Current Valuation
Fairly Valued
Today
Please note that Ariel International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ariel International shows a prevailing Real Value of $14.98 per share. The current price of the fund is $14.86. We determine the value of Ariel International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ariel Mutual Fund. However, Ariel International'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 14.86 | Real 14.98 | Hype 14.86 | Naive 14.99 |
The intrinsic value of Ariel International'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 International'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 International 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 International more accurately as focusing exclusively on Ariel International's fundamentals will not take into account other important factors: Ariel International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ariel International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ariel International Fund, and traders can use it to determine the average amount a Ariel International'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 = -0.0593
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AINTX |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ariel International 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 International by adding Ariel International to a well-diversified portfolio.
Ariel International Fundamentals Growth
Ariel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ariel International, and Ariel International 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 | 17.84 X | |||
| Price To Book | 2.19 X | |||
| Price To Sales | 1.76 X | |||
| Total Asset | 29.13 M | |||
About Ariel International Performance
Evaluating Ariel International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ariel International 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 International 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 foreign companies based in developed international markets. It is permitted to invest in companies of any size, but typically will not invest in companies with market capitalizations below 3 billion. It also invests a portion of its assets in companies based in the U.S. or emerging markets.Things to note about Ariel International performance evaluation
Checking the ongoing alerts about Ariel International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ariel International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ariel International generated a negative expected return over the last 90 days | |
| The fund holds about 7.1% of its assets under management (AUM) in cash |
- Analyzing Ariel International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Ariel International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ariel International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ariel International's mutual fund. These opinions can provide insight into Ariel International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ariel Mutual Fund
Ariel International 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 International security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |