Aberdeen Australia Equity Fund Manager Performance Evaluation
| XIAFX Fund | USD 4.92 0.03 0.61% |
The fund shows a Beta (market volatility) of 0.21, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aberdeen Australia's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aberdeen Australia is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Aberdeen Australia Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Aberdeen Australia is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.5300 |
Aberdeen |
Aberdeen Australia Relative Risk vs. Return Landscape
If you would invest 525.00 in Aberdeen Australia Equity on September 19, 2024 and sell it today you would lose (33.00) from holding Aberdeen Australia Equity or give up 6.29% of portfolio value over 90 days. Aberdeen Australia Equity is currently producing negative expected returns and takes up 1.0579% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Aberdeen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aberdeen Australia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aberdeen Australia's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aberdeen Australia Equity, and traders can use it to determine the average amount a Aberdeen Australia'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 = -0.0921
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| Negative Returns | XIAFX |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.1 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 Aberdeen Australia 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 Aberdeen Australia by adding Aberdeen Australia to a well-diversified portfolio.
Aberdeen Australia Fundamentals Growth
Aberdeen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aberdeen Australia, and Aberdeen Australia 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 Aberdeen Mutual Fund performance.
About Aberdeen Australia Performance
Evaluating Aberdeen Australia's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aberdeen Australia 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 Aberdeen Australia 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.
Aberdeen Australia is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Aberdeen Australia Equity performance evaluation
Checking the ongoing alerts about Aberdeen Australia for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aberdeen Australia Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aberdeen Australia generated a negative expected return over the last 90 days |
- Analyzing Aberdeen Australia'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 Aberdeen Australia's stock is overvalued or undervalued compared to its peers.
- Examining Aberdeen Australia'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 Aberdeen Australia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aberdeen Australia's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aberdeen Australia's mutual fund. These opinions can provide insight into Aberdeen Australia's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aberdeen Mutual Fund
Aberdeen Australia financial ratios help investors to determine whether Aberdeen 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 Aberdeen with respect to the benefits of owning Aberdeen Australia security.
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