Aggressive Growth Fund Manager Performance Evaluation
| UIAGX Fund | USD 58.81 0.19 0.32% |
The fund shows a Beta (market volatility) of 1.21, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Aggressive Growth will likely underperform.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Aggressive Growth Fund are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Aggressive Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5300 |
Aggressive |
Aggressive Growth Relative Risk vs. Return Landscape
If you would invest 5,604 in Aggressive Growth Fund on January 20, 2024 and sell it today you would earn a total of 277.00 from holding Aggressive Growth Fund or generate 4.94% return on investment over 90 days. Aggressive Growth Fund is currently producing 0.0831% returns and takes up 1.1547% volatility of returns over 90 trading days. Put another way, 10% 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 Growth Current Valuation
Undervalued
Today
Please note that Aggressive Growth's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Aggressive Growth prevailing Real Value cannot be determined due to lack of data. The current price of Aggressive Growth is $58.81. We determine the value of Aggressive Growth 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.
Our valuation method for Aggressive Growth Fund is useful when determining the fair value of the Aggressive mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Aggressive Growth. Since Aggressive Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aggressive Mutual Fund. However, Aggressive Growth'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 58.81 | Real 0.0 | Hype 0.0 | Naive 57.85 |
The real value of Aggressive Mutual Fund, also known as its intrinsic value, is the underlying worth of Aggressive Growth Mutual Fund, which is reflected in its stock price. It is based on Aggressive Growth's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Aggressive Growth'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 Aggressive Growth'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 Aggressive Growth Fund 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 Growth more accurately as focusing exclusively on Aggressive Growth's fundamentals will not take into account other important factors: Aggressive Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aggressive Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aggressive Growth Fund, and traders can use it to determine the average amount a Aggressive Growth'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 = 0.072
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| Cash | UIAGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.15 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Aggressive Growth is performing at about 5% 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 Aggressive Growth by adding it to a well-diversified portfolio.
Aggressive Growth Fundamentals Growth
Aggressive Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aggressive Growth, and Aggressive Growth 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 | 24.82 X | ||||
| Price To Book | 3.35 X | ||||
| Price To Sales | 2.74 X | ||||
| Total Asset | 1.4 B | ||||
About Aggressive Growth Performance
To evaluate Aggressive Growth Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Aggressive Growth generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Aggressive Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Aggressive Growth market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Aggressive's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in equity securities of large-capitalization companies that are selected for their growth potential. Although the fund invests primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities, including securities issued in emerging markets.Things to note about Aggressive Growth performance evaluation
Checking the ongoing alerts about Aggressive Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aggressive Growth 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 98.53% of its net assets in stocks |
- Analyzing Aggressive Growth'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 Aggressive Growth's stock is overvalued or undervalued compared to its peers.
- Examining Aggressive Growth'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 Aggressive Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aggressive Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aggressive Growth's mutual fund. These opinions can provide insight into Aggressive Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Aggressive Growth Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Aggressive Growth information on this page should be used as a complementary analysis to other Aggressive Growth's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.