Avantis Emerging Markets Fund Manager Performance Evaluation
| AVENX Fund | USD 11.94 0.11 0.91% |
The fund shows a Beta (market volatility) of 0.31, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Avantis Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Avantis Emerging is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Avantis Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Avantis Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0100 |
Avantis |
Avantis Emerging Relative Risk vs. Return Landscape
If you would invest 1,198 in Avantis Emerging Markets on September 12, 2024 and sell it today you would lose (4.00) from holding Avantis Emerging Markets or give up 0.33% of portfolio value over 90 days. Avantis Emerging Markets is currently producing negative expected returns and takes up 0.9881% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Avantis, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Avantis Emerging Current Valuation
Fairly Valued
Today
Please note that Avantis Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Avantis Emerging Markets shows a prevailing Real Value of $12.09 per share. The current price of the fund is $11.94. We determine the value of Avantis Emerging Markets 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 Avantis Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Avantis Mutual Fund. However, Avantis Emerging'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 11.94 | Real 12.09 | Hype 11.94 | Naive 11.95 |
The intrinsic value of Avantis Emerging'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 Avantis Emerging'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 Avantis Emerging Markets helps investors to forecast how Avantis 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 Avantis Emerging more accurately as focusing exclusively on Avantis Emerging's fundamentals will not take into account other important factors: Avantis Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Avantis Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Avantis Emerging Markets, and traders can use it to determine the average amount a Avantis Emerging'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 = -5.0E-4
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| Negative Returns | AVENX |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.0 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 Avantis Emerging 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 Avantis Emerging by adding Avantis Emerging to a well-diversified portfolio.
Avantis Emerging Fundamentals Growth
Avantis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Avantis Emerging, and Avantis Emerging 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 Avantis Mutual Fund performance.
| Total Asset | 242.72 M | |||
About Avantis Emerging Performance
Evaluating Avantis Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Avantis Emerging 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 Avantis Emerging 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 primarily in a diverse group of companies related to emerging markets across market sectors, industry groups and countries. It may invest in companies of all market capitalizations. Under normal market conditions, the fund will invest at least 80 percent of its assets in equity securities of companies related to emerging market countries. The fund managers consider an emerging market country to be any country other than a developed country.Things to note about Avantis Emerging Markets performance evaluation
Checking the ongoing alerts about Avantis Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Avantis Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Avantis Emerging generated a negative expected return over the last 90 days | |
| The fund holds 98.88% of its assets under management (AUM) in equities |
- Analyzing Avantis Emerging'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 Avantis Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Avantis Emerging'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 Avantis Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Avantis Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Avantis Emerging's mutual fund. These opinions can provide insight into Avantis Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Avantis Mutual Fund
Avantis Emerging financial ratios help investors to determine whether Avantis 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 Avantis with respect to the benefits of owning Avantis Emerging security.
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