Aggressive Growth Fund Manager Performance Evaluation

UIAGX Fund  USD 61.52  0.05  0.08%   
The fund shows a Beta (market volatility) of 1.19, 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

17 of 100

 
Low
 
High
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Aggressive Growth Fund are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Aggressive Growth showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio0.5300
  

Aggressive Growth Relative Risk vs. Return Landscape

If you would invest  5,280  in Aggressive Growth Fund on December 30, 2023 and sell it today you would earn a total of  872.00  from holding Aggressive Growth Fund or generate 16.52% return on investment over 90 days. Aggressive Growth Fund is currently producing 0.257% returns and takes up 1.1201% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Aggressive, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Aggressive Growth is expected to generate 1.95 times more return on investment than the market. However, the company is 1.95 times more volatile than its market benchmark. It trades about 0.23 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of risk.

Aggressive Growth Current Valuation

Undervalued
Today
61.52
Please note that Aggressive Growth's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Aggressive Growth Fund shows a prevailing Real Value of $7.21 per share. The current price of the fund is $61.52. We determine the value of Aggressive Growth Fund 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  61.52 Real  7.21 Hype  0.0 Naive  61.97
The real value of Aggressive Mutual Fund, also known as its intrinsic value, is the underlying worth of Aggressive Growth Fund 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.
7.21
Real Value
8.35
Upside
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
59.4260.9462.46
Details
Hype
Prediction
LowEstimatedHigh
0.000.001.14
Details
Naive
Forecast
LowNext ValueHigh
60.8361.9763.10
Details

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 = 0.2295

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Estimated Market Risk

 1.12
  actual daily
9
91% of assets are more volatile

Expected Return

 0.26
  actual daily
5
95% of assets have higher returns

Risk-Adjusted Return

 0.23
  actual daily
17
83% of assets perform better
Based on monthly moving average Aggressive Growth is performing at about 17% 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.

About Aggressive Growth Performance

To evaluate Aggressive Growth Fund 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 Fund 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 Fund 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 Fund 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
Evaluating Aggressive Growth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Aggressive Growth's mutual fund performance include:
  • 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.
It's essential to remember that evaluating Aggressive Growth's mutual fund performance is not an exact science, and many factors can impact Aggressive Growth's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
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 Fund 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 Transaction History module to view history of all your transactions and understand their impact on performance.

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When running Aggressive Growth's price analysis, check to measure Aggressive Growth's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Aggressive Growth is operating at the current time. Most of Aggressive Growth's value examination focuses on studying past and present price action to predict the probability of Aggressive Growth's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Aggressive Growth's price. Additionally, you may evaluate how the addition of Aggressive Growth to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Aggressive Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aggressive Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aggressive Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.