Astoncrosswind Small Cap Fund Manager Performance Evaluation
| ACWDX Fund | USD 18.70 0.06 0.32% |
The fund shows a Beta (market volatility) of 1.22, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Aston/crosswind Small will likely underperform.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Astoncrosswind Small Cap are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Aston/crosswind Small may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.0100 |
Aston/crosswind |
Aston/crosswind Small Relative Risk vs. Return Landscape
If you would invest 1,681 in Astoncrosswind Small Cap on August 31, 2024 and sell it today you would earn a total of 189.00 from holding Astoncrosswind Small Cap or generate 11.24% return on investment over 90 days. Astoncrosswind Small Cap is currently producing 0.1746% returns and takes up 1.0436% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Aston/crosswind, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aston/crosswind Small Current Valuation
Fairly Valued
Today
Please note that Aston/crosswind Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Astoncrosswind Small Cap shows a prevailing Real Value of $18.43 per share. The current price of the fund is $18.7. We determine the value of Astoncrosswind Small Cap 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 Aston/crosswind Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aston/crosswind Mutual Fund. However, Aston/crosswind Small'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 18.7 | Real 18.43 | Hype 18.7 | Naive 18.73 |
The intrinsic value of Aston/crosswind Small'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 Aston/crosswind Small'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 Astoncrosswind Small Cap helps investors to forecast how Aston/crosswind 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 Aston/crosswind Small more accurately as focusing exclusively on Aston/crosswind Small's fundamentals will not take into account other important factors: Aston/crosswind Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aston/crosswind Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Astoncrosswind Small Cap, and traders can use it to determine the average amount a Aston/crosswind Small'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 = 0.1673
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ACWDX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Aston/crosswind Small is performing at about 13% 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 Aston/crosswind Small by adding it to a well-diversified portfolio.
Aston/crosswind Small Fundamentals Growth
Aston/crosswind Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aston/crosswind Small, and Aston/crosswind Small 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 Aston/crosswind Mutual Fund performance.
| Price To Earning | 24.22 X | ||||
| Price To Book | 3.29 X | ||||
| Price To Sales | 1.21 X | ||||
| Total Asset | 31.42 M | ||||
About Aston/crosswind Small Performance
Evaluating Aston/crosswind Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aston/crosswind Small 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 Aston/crosswind Small 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, plus the amount of any borrowings for investment purposes, in securities of small- and mid-capitalization companies. The manager currently defines small- and mid-capitalization companies to be those with market capitalizations at the time of purchase within the range of capitalizations of companies in the Russell 2500 Growth Index. The subadviser seeks to identify quality companies with growth oriented characteristics.Things to note about Astoncrosswind Small Cap performance evaluation
Checking the ongoing alerts about Aston/crosswind Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Astoncrosswind Small Cap 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 97.42% of its assets under management (AUM) in equities |
- Analyzing Aston/crosswind Small'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 Aston/crosswind Small's stock is overvalued or undervalued compared to its peers.
- Examining Aston/crosswind Small'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 Aston/crosswind Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aston/crosswind Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aston/crosswind Small's mutual fund. These opinions can provide insight into Aston/crosswind Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aston/crosswind Mutual Fund
Aston/crosswind Small financial ratios help investors to determine whether Aston/crosswind 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 Aston/crosswind with respect to the benefits of owning Aston/crosswind Small security.
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