Arga Value Institutional Fund Manager Performance Evaluation
| ARUIX Fund | USD 10.70 0.04 0.37% |
The fund shows a Beta (market volatility) of 0.0069, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Arga Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Arga Value is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Arga Value Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Arga Value Relative Risk vs. Return Landscape
If you would invest 1,190 in Arga Value Institutional on October 6, 2024 and sell it today you would lose (120.00) from holding Arga Value Institutional or give up 10.08% of portfolio value over 90 days. Arga Value Institutional is currently producing negative expected returns and takes up 1.4509% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Arga, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Arga Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Arga Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Arga Value Institutional, and traders can use it to determine the average amount a Arga Value'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 = -0.1088
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| Negative Returns | ARUIX |
Estimated Market Risk
| 1.45 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.16 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 Arga Value 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 Arga Value by adding Arga Value to a well-diversified portfolio.
About Arga Value Performance
Evaluating Arga Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Arga Value 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 Arga Value 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.
Arga Value is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Arga Value Institutional performance evaluation
Checking the ongoing alerts about Arga Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Arga Value Institutional help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Arga Value generated a negative expected return over the last 90 days |
- Analyzing Arga Value'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 Arga Value's stock is overvalued or undervalued compared to its peers.
- Examining Arga Value'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 Arga Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Arga Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Arga Value's mutual fund. These opinions can provide insight into Arga Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Arga Mutual Fund
Arga Value financial ratios help investors to determine whether Arga 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 Arga with respect to the benefits of owning Arga Value security.
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