At Equity Income Fund Manager Performance Evaluation
| AWYIX Fund | USD 61.79 0.37 0.60% |
The fund owns a Beta (Systematic Risk) of 0.78, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, At Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding At Equity 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 At Equity Income are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, At Equity may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.9000 |
AWYIX |
At Equity Relative Risk vs. Return Landscape
If you would invest 5,664 in At Equity Income on April 25, 2025 and sell it today you would earn a total of 515.00 from holding At Equity Income or generate 9.09% return on investment over 90 days. At Equity Income is currently producing 0.1448% returns and takes up 0.6485% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than AWYIX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
At Equity Current Valuation
Undervalued
Today
Please note that At Equity's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. At Equity Income owns a latest Real Value of $67.66 per share. The recent price of the fund is $61.79. We determine the value of At Equity Income 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, in the future, mutual fund prices and their ongoing real values will grow together.
Since At Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of AWYIX Mutual Fund. However, At Equity'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 61.79 | Real 67.66 | Hype 61.79 | Naive 61.5 |
The intrinsic value of At Equity'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 At Equity'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 At Equity Income helps investors to forecast how AWYIX 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 At Equity more accurately as focusing exclusively on At Equity's fundamentals will not take into account other important factors: At Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for At Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as At Equity Income, and traders can use it to determine the average amount a At Equity'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 = 0.2233
| Best Portfolio | Best Equity | |||
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| Cash | AWYIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average At Equity is performing at about 17% 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 At Equity by adding it to a well-diversified portfolio.
At Equity Fundamentals Growth
AWYIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of At Equity, and At Equity 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 AWYIX Mutual Fund performance.
About At Equity Performance
Evaluating At Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if At Equity 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 At Equity 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 publicly traded securities without regard to market capitalizations. Its investment strategy focuses on identifying stocks within multiple industry groups. The fund seeks to generate current income while also providing capital appreciation. It has wide flexibility in the types of securities used to generate a current income yield. The fund may also invest up to 30 percent of its net assets in securities of foreign issuers. It may invest up to 25 percent of its net assets in securities of foreign issuers located in emerging markets.Things to note about At Equity Income performance evaluation
Checking the ongoing alerts about At Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for At Equity Income 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 95.73% of its assets under management (AUM) in equities |
- Analyzing At Equity'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 At Equity's stock is overvalued or undervalued compared to its peers.
- Examining At Equity'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 At Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of At Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of At Equity's mutual fund. These opinions can provide insight into At Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AWYIX Mutual Fund
At Equity financial ratios help investors to determine whether AWYIX 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 AWYIX with respect to the benefits of owning At Equity security.
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