Atac Inflation Rotation Fund Manager Performance Evaluation
| ATCIX Fund | USD 33.79 0.14 0.41% |
The fund shows a Beta (market volatility) of 0.17, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Atac Inflation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Atac Inflation is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Atac Inflation Rotation are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Atac Inflation 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 | 29th of December 2022 | |
| Expense Ratio | 1.9300 |
Atac |
Atac Inflation Relative Risk vs. Return Landscape
If you would invest 3,329 in Atac Inflation Rotation on September 27, 2024 and sell it today you would earn a total of 50.00 from holding Atac Inflation Rotation or generate 1.5% return on investment over 90 days. Atac Inflation Rotation is currently producing 0.0362% returns and takes up 1.6051% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Atac, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Atac Inflation Current Valuation
Overvalued
Today
Please note that Atac Inflation's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Atac Inflation Rotation shows a prevailing Real Value of $31.0 per share. The current price of the fund is $33.79. We determine the value of Atac Inflation Rotation 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 Atac Inflation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Atac Mutual Fund. However, Atac Inflation'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 33.79 | Real 31.0 | Hype 33.79 | Naive 33.62 |
The intrinsic value of Atac Inflation'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 Atac Inflation'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 Atac Inflation Rotation helps investors to forecast how Atac 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 Atac Inflation more accurately as focusing exclusively on Atac Inflation's fundamentals will not take into account other important factors: Atac Inflation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Atac Inflation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Atac Inflation Rotation, and traders can use it to determine the average amount a Atac Inflation'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 = 0.0225
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ATCIX |
Estimated Market Risk
| 1.61 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Atac Inflation is performing at about 1% 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 Atac Inflation by adding it to a well-diversified portfolio.
Atac Inflation Fundamentals Growth
Atac Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Atac Inflation, and Atac Inflation 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 Atac Mutual Fund performance.
| Total Asset | 44.35 M | ||||
About Atac Inflation Performance
Evaluating Atac Inflation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Atac Inflation 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 Atac Inflation 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 adviser invests the funds assets primarily in shares of a diversified portfolio of exchange-traded funds that track various indices or multiples thereof, sometimes referred to underlying ETFs. These indices may track the performance of the equity andor fixed income markets, in general, or the performance of specific sectors or market segments .Things to note about Atac Inflation Rotation performance evaluation
Checking the ongoing alerts about Atac Inflation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Atac Inflation Rotation 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 -5.0% | |
| Atac Inflation Rotation holds about 11.63% of its assets under management (AUM) in cash |
- Analyzing Atac Inflation'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 Atac Inflation's stock is overvalued or undervalued compared to its peers.
- Examining Atac Inflation'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 Atac Inflation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Atac Inflation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Atac Inflation's mutual fund. These opinions can provide insight into Atac Inflation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Atac Mutual Fund
Atac Inflation financial ratios help investors to determine whether Atac 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 Atac with respect to the benefits of owning Atac Inflation security.
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