Aggressive Investors 1 Fund Manager Performance Evaluation
| BRAGX Fund | USD 95.07 2.36 2.55% |
The fund shows a Beta (market volatility) of 1.09, which signifies a somewhat significant risk relative to the market. Aggressive Investors returns are very sensitive to returns on the market. As the market goes up or down, Aggressive Investors is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Aggressive Investors 1 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Aggressive Investors 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 | 31st of October 2022 |
Aggressive |
Aggressive Investors Relative Risk vs. Return Landscape
If you would invest 9,882 in Aggressive Investors 1 on December 24, 2024 and sell it today you would lose (375.00) from holding Aggressive Investors 1 or give up 3.79% of portfolio value over 90 days. Aggressive Investors 1 is currently producing negative expected returns and takes up 1.4078% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Aggressive, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aggressive Investors Current Valuation
Fairly Valued
Today
Please note that Aggressive Investors' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Aggressive Investors shows a prevailing Real Value of $93.76 per share. The current price of the fund is $95.07. We determine the value of Aggressive Investors 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 Aggressive Investors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aggressive Mutual Fund. However, Aggressive Investors' 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 95.07 | Real 93.76 | Hype 92.71 | Naive 96.62 |
The intrinsic value of Aggressive Investors' 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 Aggressive Investors' 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 Aggressive Investors 1 helps investors to forecast how Aggressive 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 Aggressive Investors more accurately as focusing exclusively on Aggressive Investors' fundamentals will not take into account other important factors: Aggressive Investors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aggressive Investors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aggressive Investors 1, and traders can use it to determine the average amount a Aggressive Investors' 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 = -0.0381
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BRAGX |
Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Aggressive Investors 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 Aggressive Investors by adding Aggressive Investors to a well-diversified portfolio.
Aggressive Investors Fundamentals Growth
Aggressive Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aggressive Investors, and Aggressive Investors 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 Aggressive Mutual Fund performance.
| Price To Earning | 15.07 X | ||||
| Price To Book | 1.99 X | ||||
| Price To Sales | 0.68 X | ||||
About Aggressive Investors Performance
Evaluating Aggressive Investors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aggressive Investors 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 Aggressive Investors 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 in a diversified portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, NYSE American and NASDAQ. It may invest in stocks for which there is relatively low market liquidity, as periodically determined by the Adviser based on the stocks trading volume.Things to note about Aggressive Investors performance evaluation
Checking the ongoing alerts about Aggressive Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aggressive Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aggressive Investors generated a negative expected return over the last 90 days | |
| The fund holds 98.92% of its assets under management (AUM) in equities |
- Analyzing Aggressive Investors' 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 Aggressive Investors' stock is overvalued or undervalued compared to its peers.
- Examining Aggressive Investors' 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 Aggressive Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aggressive Investors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aggressive Investors' mutual fund. These opinions can provide insight into Aggressive Investors' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aggressive Mutual Fund
Aggressive Investors financial ratios help investors to determine whether Aggressive 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 Aggressive with respect to the benefits of owning Aggressive Investors security.
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