Active International Allocation Fund Manager Performance Evaluation

MSACX Fund  USD 19.57  0.06  0.31%   
The fund shows a Beta (market volatility) of -0.0646, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Active International are expected to decrease at a much lower rate. During the bear market, Active International is likely to outperform the market.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Active International Allocation are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Active International may actually be approaching a critical reversion point that can send shares even higher in August 2025.
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Expense Ratio Date21st of June 2023
Expense Ratio0.9000
  

Active International Relative Risk vs. Return Landscape

If you would invest  1,749  in Active International Allocation on April 25, 2025 and sell it today you would earn a total of  214.00  from holding Active International Allocation or generate 12.24% return on investment over 90 days. Active International Allocation is currently producing 0.1912% returns and takes up 0.6075% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Active, and 97% 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 Active International is expected to generate 0.78 times more return on investment than the market. However, the company is 1.29 times less risky than the market. It trades about 0.31 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.23 per unit of risk.

Active International Current Valuation

Fairly Valued
Today
19.57
Please note that Active International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Active International shows a prevailing Real Value of $19.36 per share. The current price of the fund is $19.57. We determine the value of Active International 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 Active International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Active Mutual Fund. However, Active International'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  19.57 Real  19.36 Hype  19.64 Naive  19.62
The intrinsic value of Active International'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 Active International'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.
19.36
Real Value
19.97
Upside
Estimating the potential upside or downside of Active International Allocation helps investors to forecast how Active 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 Active International more accurately as focusing exclusively on Active International's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.7519.1119.48
Details
Hype
Prediction
LowEstimatedHigh
19.0319.6420.25
Details
Naive
Forecast
LowNext ValueHigh
19.0119.6220.23
Details

Active International Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Active International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Active International Allocation, and traders can use it to determine the average amount a Active International'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 = 0.3147

Best PortfolioBest Equity
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Estimated Market Risk

 0.61
  actual daily
5
95% of assets are more volatile

Expected Return

 0.19
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.31
  actual daily
24
76% of assets perform better
Based on monthly moving average Active International is performing at about 24% 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 Active International by adding it to a well-diversified portfolio.

Active International Fundamentals Growth

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

About Active International Performance

Evaluating Active International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Active International 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 Active International 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in the equity securities of issuers located outside of the United States. This policy may be changed without shareholder approval however, the investors would be notified upon 60 days notice in writing of any changes.

Things to note about Active International performance evaluation

Checking the ongoing alerts about Active International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Active International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Active International's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Active International's mutual fund performance include:
  • Analyzing Active International'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 Active International's stock is overvalued or undervalued compared to its peers.
  • Examining Active International'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 Active International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Active International's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Active International's mutual fund. These opinions can provide insight into Active International's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Active International's mutual fund performance is not an exact science, and many factors can impact Active International'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 Active Mutual Fund

Active International financial ratios help investors to determine whether Active 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 Active with respect to the benefits of owning Active International security.
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