Ab Wealth Appreciation Fund Manager Performance Evaluation
| AWAYX Fund | USD 20.74 0.03 0.14% |
The fund owns a Beta (Systematic Risk) of 0.77, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Ab Wealth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Wealth is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Ab Wealth Appreciation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ab Wealth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | PM Modi to Anand Mahindra, prominent Indian personalities pay tributes to Ratan Tata - The Economic Times | 10/10/2024 |
| Expense Ratio | 0.7800 |
AWAYX |
Ab Wealth Relative Risk vs. Return Landscape
If you would invest 2,198 in Ab Wealth Appreciation on September 21, 2024 and sell it today you would lose (124.00) from holding Ab Wealth Appreciation or give up 5.64% of portfolio value over 90 days. Ab Wealth Appreciation is currently producing negative expected returns and takes up 0.9513% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than AWAYX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Wealth Current Valuation
Fairly Valued
Today
Please note that Ab Wealth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Wealth Appreciation owns a latest Real Value of $21.01 per share. The recent price of the fund is $20.74. We determine the value of Ab Wealth Appreciation from examining 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 future date, mutual fund prices and their ongoing real values will grow together.
Since Ab Wealth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of AWAYX Mutual Fund. However, Ab Wealth'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 20.74 | Real 21.01 | Hype 20.74 |
The intrinsic value of Ab Wealth'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 Ab Wealth'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 Ab Wealth Appreciation helps investors to forecast how AWAYX 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 Ab Wealth more accurately as focusing exclusively on Ab Wealth's fundamentals will not take into account other important factors: Ab Wealth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Wealth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Wealth Appreciation, and traders can use it to determine the average amount a Ab Wealth'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 = -0.0906
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AWAYX |
Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ab Wealth 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 Ab Wealth by adding Ab Wealth to a well-diversified portfolio.
Ab Wealth Fundamentals Growth
AWAYX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Wealth, and Ab Wealth 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 AWAYX Mutual Fund performance.
| Price To Earning | 17.42 X | ||||
| Price To Book | 1.98 X | ||||
| Price To Sales | 1.31 X | ||||
| Total Asset | 1.39 B | ||||
About Ab Wealth Performance
Evaluating Ab Wealth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Wealth 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 Ab Wealth 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 equity securities, either directly or through underlying investment companies advised by the Adviser . A majority of the funds assets are expected to be invested directly in U.S. large-cap equity securities, primarily common stocks, in accordance with the Advisers U.S. Strategic Equities investment strategy .Things to note about Ab Wealth Appreciation performance evaluation
Checking the ongoing alerts about Ab Wealth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Wealth Appreciation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ab Wealth generated a negative expected return over the last 90 days | |
| The fund holds 98.94% of its assets under management (AUM) in equities |
- Analyzing Ab Wealth'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 Ab Wealth's stock is overvalued or undervalued compared to its peers.
- Examining Ab Wealth'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 Ab Wealth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Wealth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Wealth's mutual fund. These opinions can provide insight into Ab Wealth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AWAYX Mutual Fund
Ab Wealth financial ratios help investors to determine whether AWAYX 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 AWAYX with respect to the benefits of owning Ab Wealth security.
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