Ab Emerging Markets Fund Manager Performance Evaluation

ABCEX Fund  USD 9.42  0.03  0.32%   
The fund owns a Beta (Systematic Risk) of 0.38, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Ab Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Emerging 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 Ab Emerging Markets are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Ab Emerging may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more
Expense Ratio Date29th of July 2022
Expense Ratio1.9900
  

Ab Emerging Relative Risk vs. Return Landscape

If you would invest  852.00  in Ab Emerging Markets on April 23, 2025 and sell it today you would earn a total of  90.00  from holding Ab Emerging Markets or generate 10.56% return on investment over 90 days. Ab Emerging Markets is currently producing 0.1636% returns and takes up 0.553% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than ABCEX, and 97% 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 Ab Emerging is expected to generate 1.17 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.4 times less risky than the market. It trades about 0.3 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.25 of returns per unit of risk over similar time horizon.

Ab Emerging Current Valuation

Fairly Valued
Today
9.42
Please note that Ab Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Emerging Markets owns a latest Real Value of $9.32 per share. The recent price of the fund is $9.42. We determine the value of Ab Emerging Markets from examining 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 future date, mutual fund prices and their ongoing real values will grow together.
Since Ab Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ABCEX Mutual Fund. However, Ab Emerging'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  9.42 Real  9.32 Hype  9.42 Naive  9.36
The intrinsic value of Ab Emerging'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 Ab Emerging'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.
9.32
Real Value
9.87
Upside
Estimating the potential upside or downside of Ab Emerging Markets helps investors to forecast how ABCEX 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 Ab Emerging more accurately as focusing exclusively on Ab Emerging's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.009.269.52
Details
Hype
Prediction
LowEstimatedHigh
8.879.429.97
Details
Naive
Forecast
LowNext ValueHigh
8.819.369.91
Details

Ab Emerging Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Emerging Markets, and traders can use it to determine the average amount a Ab Emerging'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 = 0.2958

Best PortfolioBest Equity
Good Returns
Average Returns
Small ReturnsABCEX
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 0.55
  actual daily
4
96% of assets are more volatile

Expected Return

 0.16
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.3
  actual daily
23
77% of assets perform better
Based on monthly moving average Ab Emerging is performing at about 23% 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 Ab Emerging by adding it to a well-diversified portfolio.

Ab Emerging Fundamentals Growth

ABCEX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Emerging, and Ab Emerging 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 ABCEX Mutual Fund performance.

About Ab Emerging Performance

Evaluating Ab Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Emerging 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 Ab Emerging 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 at least 80 percent of its net assets under normal circumstances in securities of emerging market issuers andor the currencies of emerging market countries. It will invest between 30 percent and 95 percent of its net assets in equity securities, and between 0 percent and 65 percent of its net assets in debt securities, with any remainder held in cash . The fund is not constrained based on the country, region, market capitalization, credit quality or duration of its investments and its assets may at times be concentrated in a particular country or region.

Things to note about Ab Emerging Markets performance evaluation

Checking the ongoing alerts about Ab Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund holds about 6.49% of its assets under management (AUM) in cash
Evaluating Ab Emerging's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ab Emerging's mutual fund performance include:
  • Analyzing Ab Emerging'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 Ab Emerging's stock is overvalued or undervalued compared to its peers.
  • Examining Ab Emerging'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 Ab Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Emerging's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Ab Emerging's mutual fund. These opinions can provide insight into Ab Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Ab Emerging's mutual fund performance is not an exact science, and many factors can impact Ab Emerging'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.

Other Information on Investing in ABCEX Mutual Fund

Ab Emerging financial ratios help investors to determine whether ABCEX 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 ABCEX with respect to the benefits of owning Ab Emerging security.
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Transaction History
View history of all your transactions and understand their impact on performance
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings