Api Growth Fund Manager Performance Evaluation
| APGRX Fund | USD 20.11 0.10 0.50% |
The fund shows a Beta (market volatility) of 0.33, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Api Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Api Growth is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Api Growth Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Api Growth 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 | 31st of May 2023 | |
| Expense Ratio | 1.0100 |
Api |
Api Growth Relative Risk vs. Return Landscape
If you would invest 2,011 in Api Growth Fund on October 9, 2024 and sell it today you would earn a total of 0.00 from holding Api Growth Fund or generate 0.0% return on investment over 90 days. Api Growth Fund is currently producing 0.005% returns and takes up 1.0041% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Api, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Api Growth Current Valuation
Fairly Valued
Today
Please note that Api Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Api Growth Fund shows a prevailing Real Value of $20.23 per share. The current price of the fund is $20.11. We determine the value of Api Growth Fund 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 Api Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Api Mutual Fund. However, Api 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 20.11 | Real 20.23 | Hype 20.11 | Naive 20.6 |
The intrinsic value of Api 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 Api 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 Api Growth Fund helps investors to forecast how Api 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 Api Growth more accurately as focusing exclusively on Api Growth's fundamentals will not take into account other important factors: Api Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Api Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Api Growth Fund, and traders can use it to determine the average amount a Api 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 = 0.0049
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | APGRX |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Api 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 Api Growth by adding Api Growth to a well-diversified portfolio.
Api Growth Fundamentals Growth
Api Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Api Growth, and Api 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 Api Mutual Fund performance.
| Price To Earning | 18.40 X | ||||
| Price To Book | 2.25 X | ||||
| Price To Sales | 1.23 X | ||||
| Total Asset | 31.46 M | ||||
About Api Growth Performance
Evaluating Api Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Api 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 Api 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 in securities that, in the opinion of Yorktown Management Research Company, Inc. , offer the opportunity for growth of capital. It can include stocks of any size, within any sector, and at times the Adviser may emphasize one or more particular sectors. The fund may also invest in other U.S. and foreign securities, including securities convertible into common stock and securities issued through private placements, and securities issued by investment companies .Things to note about Api Growth Fund performance evaluation
Checking the ongoing alerts about Api Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Api Growth Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of 0.0% | |
| Api Growth Fund holds 99.28% of its assets under management (AUM) in equities |
- Analyzing Api 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 Api Growth's stock is overvalued or undervalued compared to its peers.
- Examining Api 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 Api Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Api Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Api Growth's mutual fund. These opinions can provide insight into Api Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Api Mutual Fund
Api Growth financial ratios help investors to determine whether Api 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 Api with respect to the benefits of owning Api Growth security.
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