Avantis Small Cap Fund Manager Performance Evaluation
| AVSBX Fund | 10.20 0.05 0.49% |
The fund shows a Beta (market volatility) of -0.0954, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Avantis Small are expected to decrease at a much lower rate. During the bear market, Avantis Small is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Avantis Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental drivers 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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Avantis Small Relative Risk vs. Return Landscape
If you would invest 1,097 in Avantis Small Cap on December 22, 2024 and sell it today you would lose (77.00) from holding Avantis Small Cap or give up 7.02% of portfolio value over 90 days. Avantis Small Cap is currently producing negative expected returns and takes up 1.1317% volatility of returns over 90 trading days. Put another way, 10% 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 Small Current Valuation
Overvalued
Today
Please note that Avantis Small's price fluctuation is not too volatile at this time. Avantis Small Cap shows a prevailing Real Value of USD9.47 per share. The current price of the fund is USD10.2. Our model approximates the value of Avantis Small Cap from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Avantis Mutual Fund. However, Avantis Small'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 10.2 | Real 9.47 | Hype 10.2 | Naive 10.58 |
The intrinsic value of Avantis Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Avantis Small's fundamentals will not take into account other important factors: Avantis Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Avantis Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Avantis Small Cap, and traders can use it to determine the average amount a Avantis Small'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 = -0.1015
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AVSBX |
Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Avantis Small 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 Small by adding Avantis Small to a well-diversified portfolio.
About Avantis Small Performance
Evaluating Avantis Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Avantis Small 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 Small 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 U.S. small cap companies across market sectors and industry groups. The advisor seeks securities of companies that it expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics relative to other U.S. small cap companies.Things to note about Avantis Small Cap performance evaluation
Checking the ongoing alerts about Avantis Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Avantis Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Avantis Small Cap generated a negative expected return over the last 90 days | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Avantis Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Avantis Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Avantis Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Avantis Small's mutual fund. These opinions can provide insight into Avantis Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Avantis Mutual Fund
Avantis Small 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 Small security.
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| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |