Applied Finance Select Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Applied Finance are completely uncorrelated.
Risk-Adjusted Performance
Solid
Weak | Strong |
Over the last 90 days Applied Finance Select has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Applied Finance is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of August 2022 | |
| Expense Ratio | 1.0000 |
Applied |
Applied Finance Relative Risk vs. Return Landscape
If you would invest (100.00) in Applied Finance Select on April 28, 2025 and sell it today you would earn a total of 100.00 from holding Applied Finance Select or generate -100.0% return on investment over 90 days. Applied Finance Select is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Applied, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Applied Finance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Applied Finance's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Applied Finance Select, and traders can use it to determine the average amount a Applied Finance'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 = 0.0
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| AFVLX |
Based on monthly moving average Applied Finance is not performing at its full potential. However, 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 Applied Finance by adding Applied Finance to a well-diversified portfolio.
Applied Finance Fundamentals Growth
Applied Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Applied Finance, and Applied Finance 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 Applied Mutual Fund performance.
| Total Asset | 35.99 M | ||||
Things to note about Applied Finance Select performance evaluation
Checking the ongoing alerts about Applied Finance for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Applied Finance Select help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Applied Finance is not yet fully synchronised with the market data | |
| Applied Finance has some characteristics of a very speculative penny stock | |
| The fund holds about 6.97% of its assets under management (AUM) in cash |
- Analyzing Applied Finance'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 Applied Finance's stock is overvalued or undervalued compared to its peers.
- Examining Applied Finance'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 Applied Finance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Applied Finance's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Applied Finance's mutual fund. These opinions can provide insight into Applied Finance's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Other Tools for Applied Mutual Fund
When running Applied Finance's price analysis, check to measure Applied Finance'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 Applied Finance is operating at the current time. Most of Applied Finance's value examination focuses on studying past and present price action to predict the probability of Applied Finance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Applied Finance's price. Additionally, you may evaluate how the addition of Applied Finance to your portfolios can decrease your overall portfolio volatility.
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