Azzad Wise Capital Fund Manager Performance Evaluation
| WISEX Fund | USD 10.78 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.0396, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Azzad Wise's returns are expected to increase less than the market. However, during the bear market, the loss of holding Azzad Wise is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Azzad Wise Capital are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Azzad Wise 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 | 1st of November 2022 |
Azzad |
Azzad Wise Relative Risk vs. Return Landscape
If you would invest 1,065 in Azzad Wise Capital on December 20, 2024 and sell it today you would earn a total of 13.00 from holding Azzad Wise Capital or generate 1.22% return on investment over 90 days. Azzad Wise Capital is currently producing 0.0206% returns and takes up 0.0869% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Azzad, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Azzad Wise Current Valuation
Overvalued
Today
Please note that Azzad Wise's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Azzad Wise Capital shows a prevailing Real Value of $10.06 per share. The current price of the fund is $10.78. We determine the value of Azzad Wise Capital 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 Azzad Wise is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Azzad Mutual Fund. However, Azzad Wise'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 10.78 | Real 10.06 | Hype 10.78 | Naive 10.76 |
The intrinsic value of Azzad Wise'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 Azzad Wise'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 Azzad Wise Capital helps investors to forecast how Azzad 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 Azzad Wise more accurately as focusing exclusively on Azzad Wise's fundamentals will not take into account other important factors: Azzad Wise Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Azzad Wise's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Azzad Wise Capital, and traders can use it to determine the average amount a Azzad Wise'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 = 0.237
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| WISEX |
Based on monthly moving average Azzad Wise is performing at about 18% 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 Azzad Wise by adding it to a well-diversified portfolio.
Azzad Wise Fundamentals Growth
Azzad Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Azzad Wise, and Azzad Wise 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 Azzad Mutual Fund performance.
| Price To Earning | 20.91 X | ||||
| Price To Book | 4.10 X | ||||
| Price To Sales | 1.69 X | ||||
About Azzad Wise Performance
Evaluating Azzad Wise's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Azzad Wise 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 Azzad Wise 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 fixed income securities issued for payment by international financial institutions, foreign governments, and agencies of foreign governments in transactions structured to be compliant with the funds ethical investment guidelines. It does not invest in corporations that derive substantial revenue from alcohol, tobacco, pornography, pork, gambling, hydraulic fracturing, private prisons, or weapons industries as determined by the Adviser.Things to note about Azzad Wise Capital performance evaluation
Checking the ongoing alerts about Azzad Wise for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Azzad Wise Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 15.07% of its net assets in cash |
- Analyzing Azzad Wise'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 Azzad Wise's stock is overvalued or undervalued compared to its peers.
- Examining Azzad Wise'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 Azzad Wise's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Azzad Wise's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Azzad Wise's mutual fund. These opinions can provide insight into Azzad Wise's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Azzad Mutual Fund
Azzad Wise financial ratios help investors to determine whether Azzad 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 Azzad with respect to the benefits of owning Azzad Wise security.
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