Aamhimco Short Duration Fund Manager Performance Evaluation
| ASDCX Fund | USD 10.02 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.0048, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aam/himco Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aam/himco Short is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Aamhimco Short Duration are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Aam/himco Short 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 November 2022 |
Aam/himco |
Aam/himco Short Relative Risk vs. Return Landscape
If you would invest 990.00 in Aamhimco Short Duration on December 25, 2024 and sell it today you would earn a total of 12.00 from holding Aamhimco Short Duration or generate 1.21% return on investment over 90 days. Aamhimco Short Duration is currently producing 0.0205% returns and takes up 0.0928% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Aam/himco, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aam/himco Short Current Valuation
Overvalued
Today
Please note that Aam/himco Short's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Aamhimco Short Duration shows a prevailing Real Value of $9.46 per share. The current price of the fund is $10.02. We determine the value of Aamhimco Short Duration 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 Aam/himco Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aam/himco Mutual Fund. However, Aam/himco Short'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 10.02 | Real 9.46 | Hype 10.02 | Naive 10.01 |
The intrinsic value of Aam/himco Short'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 Aam/himco Short'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 Aamhimco Short Duration helps investors to forecast how Aam/himco 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 Aam/himco Short more accurately as focusing exclusively on Aam/himco Short's fundamentals will not take into account other important factors: Aam/himco Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aam/himco Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aamhimco Short Duration, and traders can use it to determine the average amount a Aam/himco Short'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 = 0.2205
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Based on monthly moving average Aam/himco Short is performing at about 17% of its full potential. 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 Aam/himco Short by adding it to a well-diversified portfolio.
Aam/himco Short Fundamentals Growth
Aam/himco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aam/himco Short, and Aam/himco Short 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 Aam/himco Mutual Fund performance.
| Total Asset | 3.26 M | ||||
About Aam/himco Short Performance
Evaluating Aam/himco Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aam/himco Short 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 Aam/himco Short 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 has an investment policy whereby at least 80 percent of the funds net assets will be invested, under normal circumstances, in fixed income instruments. It normally invests at least 65 percent of its total assets in investment grade securities. The fund may invest up to 35 percent of its total assets in non-investment grade securities , as well as bank loans and loan participation interests.Things to note about Aamhimco Short Duration performance evaluation
Checking the ongoing alerts about Aam/himco Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aamhimco Short Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 13.42% of its assets under management (AUM) in cash |
- Analyzing Aam/himco Short'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 Aam/himco Short's stock is overvalued or undervalued compared to its peers.
- Examining Aam/himco Short'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 Aam/himco Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aam/himco Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aam/himco Short's mutual fund. These opinions can provide insight into Aam/himco Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aam/himco Mutual Fund
Aam/himco Short financial ratios help investors to determine whether Aam/himco 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 Aam/himco with respect to the benefits of owning Aam/himco Short security.
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