Aggressive Investors 1 Fund Manager Performance Evaluation
| BRAGX Fund | USD 106.15 0.55 0.52% |
The fund shows a Beta (market volatility) of 0.74, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aggressive Investors' returns are expected to increase less than the market. However, during the bear market, the loss of holding Aggressive Investors is expected to be smaller as well.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Aggressive Investors 1 are ranked lower than 32 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Aggressive Investors showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of October 2022 | |
| Expense Ratio | 0.4800 |
Aggressive |
Aggressive Investors Relative Risk vs. Return Landscape
If you would invest 8,356 in Aggressive Investors 1 on April 20, 2025 and sell it today you would earn a total of 2,259 from holding Aggressive Investors 1 or generate 27.03% return on investment over 90 days. Aggressive Investors 1 is currently producing 0.3911% returns and takes up 0.9463% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Aggressive, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aggressive Investors Current Valuation
Undervalued
Today
Please note that Aggressive Investors' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Aggressive Investors shows a prevailing Real Value of $110.93 per share. The current price of the fund is $106.15. We determine the value of Aggressive Investors 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 Aggressive Investors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aggressive Mutual Fund. However, Aggressive Investors' 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 106.15 | Real 110.93 | Hype 71.77 | Naive 104.63 |
The intrinsic value of Aggressive Investors' 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 Aggressive Investors' 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 Aggressive Investors 1 helps investors to forecast how Aggressive 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 Aggressive Investors more accurately as focusing exclusively on Aggressive Investors' fundamentals will not take into account other important factors: Aggressive Investors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aggressive Investors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aggressive Investors 1, and traders can use it to determine the average amount a Aggressive Investors' 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 = 0.4132
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BRAGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.39 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.41 actual daily | 32 68% of assets perform better |
Based on monthly moving average Aggressive Investors is performing at about 32% 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 Aggressive Investors by adding it to a well-diversified portfolio.
Aggressive Investors Fundamentals Growth
Aggressive Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aggressive Investors, and Aggressive Investors 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 Aggressive Mutual Fund performance.
| Price To Earning | 15.07 X | ||||
| Price To Book | 1.99 X | ||||
| Price To Sales | 0.68 X | ||||
About Aggressive Investors Performance
Evaluating Aggressive Investors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aggressive Investors 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 Aggressive Investors 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 investment seeks to exceed the stock market total return at a level of total risk roughly equal to that of the stock market over longer periods of time . Bridgeway Fund is traded on NASDAQ Exchange in the United States.Things to note about Aggressive Investors performance evaluation
Checking the ongoing alerts about Aggressive Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aggressive Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aggressive is showing solid risk-adjusted performance over 90 days | |
| The fund holds 98.92% of its assets under management (AUM) in equities |
- Analyzing Aggressive Investors' 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 Aggressive Investors' stock is overvalued or undervalued compared to its peers.
- Examining Aggressive Investors' 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 Aggressive Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aggressive Investors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aggressive Investors' mutual fund. These opinions can provide insight into Aggressive Investors' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aggressive Mutual Fund
Aggressive Investors financial ratios help investors to determine whether Aggressive 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 Aggressive with respect to the benefits of owning Aggressive Investors security.
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