Api Growth Fund Manager Performance Evaluation

APITX Fund  USD 13.32  0.17  1.29%   
The fund shows a Beta (market volatility) of 0.95, which signifies possible diversification benefits within a given portfolio. Api Growth returns are very sensitive to returns on the market. As the market goes up or down, Api Growth is expected to follow.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Api Growth Fund are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Api Growth showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date31st of May 2023
Expense Ratio2.2600
  

Api Growth Relative Risk vs. Return Landscape

If you would invest  1,161  in Api Growth Fund on April 26, 2025 and sell it today you would earn a total of  171.00  from holding Api Growth Fund or generate 14.73% return on investment over 90 days. Api Growth Fund is currently producing 0.23% returns and takes up 0.962% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Api, and 96% 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 Api Growth is expected to generate 1.22 times more return on investment than the market. However, the company is 1.22 times more volatile than its market benchmark. It trades about 0.24 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.22 per unit of risk.

Api Growth Current Valuation

Overvalued
Today
13.32
Please note that Api Growth's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Api Growth Fund shows a prevailing Real Value of $12.71 per share. The current price of the fund is $13.32. We determine the value of Api 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.
Since Api Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Api Mutual Fund. However, Api 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  13.32 Real  12.71 Hype  13.15 Naive  12.9
The intrinsic value of Api 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 Api 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.
12.71
Real Value
13.66
Upside
Estimating the potential upside or downside of Api Growth Fund helps investors to forecast how Api 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 Api Growth more accurately as focusing exclusively on Api Growth's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.5813.0013.43
Details
Hype
Prediction
LowEstimatedHigh
12.2013.1514.10
Details
Naive
Forecast
LowNext ValueHigh
11.9512.9013.86
Details

Api Growth Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Api Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Api Growth Fund, and traders can use it to determine the average amount a Api 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 = 0.2391

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Estimated Market Risk

 0.96
  actual daily
8
92% of assets are more volatile

Expected Return

 0.23
  actual daily
4
96% of assets have higher returns

Risk-Adjusted Return

 0.24
  actual daily
18
82% of assets perform better
Based on monthly moving average Api Growth is performing at about 18% 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 Api Growth by adding it to a well-diversified portfolio.

Api Growth Fundamentals Growth

Api Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Api Growth, and Api 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 Api Mutual Fund performance.

About Api Growth Performance

Evaluating Api Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Api Growth 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 Api Growth 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 in securities that, in the opinion of Yorktown Management Research Company, Inc. Yorktown Growth is traded on NASDAQ Exchange in the United States.

Things to note about Api Growth Fund performance evaluation

Checking the ongoing alerts about Api Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Api 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 holds 98.59% of its assets under management (AUM) in equities
Evaluating Api Growth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Api Growth's mutual fund performance include:
  • Analyzing Api 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 Api Growth's stock is overvalued or undervalued compared to its peers.
  • Examining Api 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 Api Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Api Growth's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Api Growth's mutual fund. These opinions can provide insight into Api Growth's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Api Growth's mutual fund performance is not an exact science, and many factors can impact Api 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.

Other Information on Investing in Api Mutual Fund

Api Growth financial ratios help investors to determine whether Api 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 Api with respect to the benefits of owning Api Growth security.
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