Aristotle International Eq Fund Manager Performance Evaluation
| ARAFX Fund | 10.72 0.04 0.37% |
The fund shows a Beta (market volatility) of 0.27, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aristotle International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aristotle International is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Aristotle International Eq has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Aristotle International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Aristotle International Relative Risk vs. Return Landscape
If you would invest 1,107 in Aristotle International Eq on September 19, 2024 and sell it today you would lose (35.00) from holding Aristotle International Eq or give up 3.16% of portfolio value over 90 days. Aristotle International Eq is currently producing negative expected returns and takes up 0.7032% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Aristotle, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aristotle International Current Valuation
Fairly Valued
Today
Please note that Aristotle International's price fluctuation is very steady at this time. Aristotle International shows a prevailing Real Value of USD10.8 per share. The current price of the fund is USD10.72. Our model approximates the value of Aristotle International from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Aristotle International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aristotle Mutual Fund. However, Aristotle 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 10.72 | Real 10.8 | Hype 10.72 |
The intrinsic value of Aristotle 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 Aristotle 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.
Estimating the potential upside or downside of Aristotle International Eq helps investors to forecast how Aristotle 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 Aristotle International more accurately as focusing exclusively on Aristotle International's fundamentals will not take into account other important factors: Aristotle International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aristotle International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aristotle International Eq, and traders can use it to determine the average amount a Aristotle 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 = -0.0679
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| Negative Returns | ARAFX |
Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Aristotle International 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 Aristotle International by adding Aristotle International to a well-diversified portfolio.
About Aristotle International Performance
Evaluating Aristotle International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aristotle 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 Aristotle 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.
The fund invests at least 80 percent of its net assets in publicly traded equity securities or depository receipts of companies organized, headquartered or doing a substantial amount of business outside of the United States. Aristotle Capital Management, the funds Advisor, considers a company that has at least 50 percent of its assets located outside the United States or derives at least 50 percent of its revenue from business outside the United States as doing a substantial amount of business outside the United States.Things to note about Aristotle International performance evaluation
Checking the ongoing alerts about Aristotle International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aristotle International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aristotle International generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: BlackRock High Yield Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Aristotle 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 Aristotle International's stock is overvalued or undervalued compared to its peers.
- Examining Aristotle 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 Aristotle International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aristotle International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aristotle International's mutual fund. These opinions can provide insight into Aristotle International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aristotle Mutual Fund
Aristotle International financial ratios help investors to determine whether Aristotle 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 Aristotle with respect to the benefits of owning Aristotle International security.
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| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |