Anchor Risk Managed Fund Manager Performance Evaluation
| ATCAX Fund | USD 16.44 0.05 0.31% |
The fund shows a Beta (market volatility) of 0.38, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Anchor Risk's returns are expected to increase less than the market. However, during the bear market, the loss of holding Anchor Risk is expected to be smaller as well.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Anchor Risk Managed are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Anchor Risk is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreAnchor |
Anchor Risk Relative Risk vs. Return Landscape
If you would invest 1,622 in Anchor Risk Managed on December 23, 2024 and sell it today you would earn a total of 22.00 from holding Anchor Risk Managed or generate 1.36% return on investment over 90 days. Anchor Risk Managed is currently producing 0.0239% returns and takes up 0.6036% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Anchor, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Anchor Risk Current Valuation
Fairly Valued
Today
Please note that Anchor Risk's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Anchor Risk Managed shows a prevailing Real Value of $16.48 per share. The current price of the fund is $16.44. We determine the value of Anchor Risk Managed 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 Anchor Risk is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Anchor Mutual Fund. However, Anchor Risk'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 16.44 | Real 16.48 | Hype 16.44 | Naive 16.51 |
The intrinsic value of Anchor Risk'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 Anchor Risk'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 Anchor Risk Managed helps investors to forecast how Anchor 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 Anchor Risk more accurately as focusing exclusively on Anchor Risk's fundamentals will not take into account other important factors: Anchor Risk Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Anchor Risk's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Anchor Risk Managed, and traders can use it to determine the average amount a Anchor Risk'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 = 0.0395
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ATCAX |
Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Anchor Risk is performing at about 3% 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 Anchor Risk by adding it to a well-diversified portfolio.
Anchor Risk Fundamentals Growth
Anchor Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Anchor Risk, and Anchor Risk 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 Anchor Mutual Fund performance.
| Price To Earning | 15.20 X | |||
| Price To Book | 1.81 X | |||
| Price To Sales | 1.14 X | |||
| Total Asset | 46.23 M | |||
About Anchor Risk Performance
Evaluating Anchor Risk's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Anchor Risk 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 Anchor Risk 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 seeks to achieve its investment objective, utilizing a fund of funds structure, by allocating assets among worldwide market segments based on the advisers research and analysis regarding market trends. It invests its assets in long and short positions in unaffiliated exchange-traded funds,open-end and closed-end mutual funds and derivative instruments. The fund primarily takes long and short positions in underlying funds and derivatives instruments in domestic and worldwide markets.Things to note about Anchor Risk Managed performance evaluation
Checking the ongoing alerts about Anchor Risk for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Anchor Risk Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Anchor Risk Managed generated five year return of -1.0% | |
| This fund holds about 15.78% of its assets under management (AUM) in cash |
- Analyzing Anchor Risk'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 Anchor Risk's stock is overvalued or undervalued compared to its peers.
- Examining Anchor Risk'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 Anchor Risk's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Anchor Risk's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Anchor Risk's mutual fund. These opinions can provide insight into Anchor Risk's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Anchor Mutual Fund
Anchor Risk financial ratios help investors to determine whether Anchor 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 Anchor with respect to the benefits of owning Anchor Risk security.
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