Adirondack Small Cap Fund Manager Performance Evaluation
| ADKSX Fund | USD 34.41 0.43 1.23% |
The fund shows a Beta (market volatility) of 0.79, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Adirondack Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Adirondack Small is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Adirondack Small Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Adirondack Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 1.4800 |
Adirondack |
Adirondack Small Relative Risk vs. Return Landscape
If you would invest 2,982 in Adirondack Small Cap on October 28, 2025 and sell it today you would earn a total of 459.00 from holding Adirondack Small Cap or generate 15.39% return on investment over 90 days. Adirondack Small Cap is currently producing 0.2432% returns and takes up 1.3103% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Adirondack, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Adirondack Small Current Valuation
Undervalued
Today
Please note that Adirondack Small's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Adirondack Small Cap shows a prevailing Real Value of $36.68 per share. The current price of the fund is $34.41. We determine the value of Adirondack Small Cap 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.
Since Adirondack Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Adirondack Mutual Fund. However, Adirondack Small'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 34.41 | Real 36.68 | Hype 34.41 | Naive 35.48 |
The intrinsic value of Adirondack Small'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 Adirondack Small'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 Adirondack Small Cap helps investors to forecast how Adirondack 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 Adirondack Small more accurately as focusing exclusively on Adirondack Small's fundamentals will not take into account other important factors: Adirondack Small Target Price Odds to finish over Current Price
The tendency of Adirondack Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 34.41 | 90 days | 34.41 | about 7.44 |
Based on a normal probability distribution, the odds of Adirondack Small to move above the current price in 90 days from now is about 7.44 (This Adirondack Small Cap probability density function shows the probability of Adirondack Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Adirondack Small has a beta of 0.79. This suggests as returns on the market go up, Adirondack Small average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Adirondack Small Cap will be expected to be much smaller as well. Additionally Adirondack Small Cap has an alpha of 0.1775, implying that it can generate a 0.18 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Adirondack Small Price Density |
| Price |
Predictive Modules for Adirondack Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Adirondack Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Adirondack Small's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Adirondack Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Adirondack Small is not an exception. The market had few large corrections towards the Adirondack Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Adirondack Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Adirondack Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | 0.79 | |
σ | Overall volatility | 2.05 | |
Ir | Information ratio | 0.13 |
Adirondack Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Adirondack Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Adirondack Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 98.57% of its assets under management (AUM) in equities |
Adirondack Small Fundamentals Growth
Adirondack Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Adirondack Small, and Adirondack Small 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 Adirondack Mutual Fund performance.
| Price To Earning | 15.68 X | ||||
| Price To Book | 1.14 X | ||||
| Price To Sales | 0.58 X | ||||
| Total Asset | 48.16 M | ||||
About Adirondack Small Performance
Evaluating Adirondack Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Adirondack Small 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 Adirondack Small 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 seeks to achieve its objective by investing in a diversified portfolio of undervalued common stocks of small capitalization companies as determined by the Advisor. Under normal circumstances, at least 80 percent of the funds total assets will be invested in common stocks of small capitalization companies. It will invests primarily in the common stock of domestic companies but may occasionally invest up to 15 percent of its total assets in sponsored ADRs issued by foreign companies.Things to note about Adirondack Small Cap performance evaluation
Checking the ongoing alerts about Adirondack Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Adirondack Small Cap 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 98.57% of its assets under management (AUM) in equities |
- Analyzing Adirondack Small'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 Adirondack Small's stock is overvalued or undervalued compared to its peers.
- Examining Adirondack Small'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 Adirondack Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Adirondack Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Adirondack Small's mutual fund. These opinions can provide insight into Adirondack Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Adirondack Mutual Fund
Adirondack Small financial ratios help investors to determine whether Adirondack 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 Adirondack with respect to the benefits of owning Adirondack Small security.
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