Ab Income Fund Manager Performance Evaluation
| ACGZX Fund | USD 6.37 0.01 0.16% |
The fund owns a Beta (Systematic Risk) of -0.0658, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ab Income are expected to decrease at a much lower rate. During the bear market, Ab Income is likely to outperform the market.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Income Fund are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ab Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreACGZX |
Ab Income Relative Risk vs. Return Landscape
If you would invest 631.00 in Ab Income Fund on February 6, 2025 and sell it today you would earn a total of 6.00 from holding Ab Income Fund or generate 0.95% return on investment over 90 days. Ab Income Fund is currently producing 0.016% returns and takes up 0.3926% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than ACGZX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Income Current Valuation
Fairly Valued
Today
Please note that Ab Income's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Income Fund owns a latest Real Value of $6.36 per share. The recent price of the fund is $6.37. We determine the value of Ab Income Fund 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ACGZX Mutual Fund. However, Ab Income'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 6.37 | Real 6.36 | Hype 6.37 | Naive 6.41 |
The intrinsic value of Ab Income'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 Income'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 Ab Income Fund helps investors to forecast how ACGZX 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 Income more accurately as focusing exclusively on Ab Income's fundamentals will not take into account other important factors: Ab Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Income Fund, and traders can use it to determine the average amount a Ab Income'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 = 0.0408
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ACGZX |
Estimated Market Risk
| 0.39 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Ab Income is performing at about 3% 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 Income by adding it to a well-diversified portfolio.
Ab Income Fundamentals Growth
ACGZX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Income, and Ab Income 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 ACGZX Mutual Fund performance.
| Total Asset | 4.29 B | |||
About Ab Income Performance
Evaluating Ab Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Income 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 Income 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 pursues its objective by investing, under normal circumstances, at least 80 percent of its net assets in income-producing securities. It also normally invests at least 65 percent of its total assets in securities of U.S. and foreign governments, their agencies or instrumentalities and repurchase agreements relating to U.S. government securities. The fund normally invests at least 65 percent of its total assets in U.S. dollar-denominated securities.Things to note about Ab Income Fund performance evaluation
Checking the ongoing alerts about Ab Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Income 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 holds about 11.0% of its assets under management (AUM) in cash |
- Analyzing Ab Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Ab Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Income's mutual fund. These opinions can provide insight into Ab Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in ACGZX Mutual Fund
Ab Income financial ratios help investors to determine whether ACGZX 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 ACGZX with respect to the benefits of owning Ab Income security.
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