Avantis Large Cap Fund Manager Performance Evaluation
| ALCEX Fund | 13.87 0.04 0.29% |
The fund shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Avantis Us' returns are expected to increase less than the market. However, during the bear market, the loss of holding Avantis Us is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Avantis Large Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Avantis Us is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Avantis |
Avantis Us Relative Risk vs. Return Landscape
If you would invest 1,426 in Avantis Large Cap on December 22, 2024 and sell it today you would lose (39.00) from holding Avantis Large Cap or give up 2.73% of portfolio value over 90 days. Avantis Large Cap is currently producing negative expected returns and takes up 0.8812% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Avantis, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Avantis Us Current Valuation
Fairly Valued
Today
Please note that Avantis Us' price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Avantis Large Cap shows a prevailing Real Value of USD13.96 per share. The current price of the fund is USD13.87. Our model approximates the value of Avantis Large Cap from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Avantis Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Avantis Mutual Fund. However, Avantis Us' 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 13.87 | Real 13.96 | Hype 13.87 | Naive 14.03 |
The intrinsic value of Avantis Us' 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 Avantis Us' 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 Avantis Large Cap helps investors to forecast how Avantis 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 Avantis Us more accurately as focusing exclusively on Avantis Us' fundamentals will not take into account other important factors: Avantis Us Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Avantis Us' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Avantis Large Cap, and traders can use it to determine the average amount a Avantis Us' 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 = -0.0481
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ALCEX |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Avantis Us 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 Avantis Us by adding Avantis Us to a well-diversified portfolio.
Avantis Us Fundamentals Growth
Avantis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Avantis Us, and Avantis Us 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 Avantis Mutual Fund performance.
About Avantis Us Performance
Evaluating Avantis Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Avantis Us 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 Avantis Us 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 diverse group of U.S. large-cap companies across market sectors and industry groups. It seeks securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics. Conversely, the fund seeks to underweight or exclude securities the Advisor expects to have lower returns, such as securities of companies with lower levels of profitability and less attractive value characteristics.Things to note about Avantis Large Cap performance evaluation
Checking the ongoing alerts about Avantis Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Avantis Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Avantis Large Cap generated a negative expected return over the last 90 days | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Avantis Us' 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 Avantis Us' stock is overvalued or undervalued compared to its peers.
- Examining Avantis Us' 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 Avantis Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Avantis Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Avantis Us' mutual fund. These opinions can provide insight into Avantis Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Avantis Mutual Fund
Avantis Us financial ratios help investors to determine whether Avantis 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 Avantis with respect to the benefits of owning Avantis Us security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |