Aristotle Funds Series Fund Manager Performance Evaluation
| ARABX Fund | 15.44 0.03 0.19% |
The fund shows a Beta (market volatility) of 0.18, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aristotle Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Aristotle Funds is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Aristotle Funds Series are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Aristotle Funds 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 Funds Relative Risk vs. Return Landscape
If you would invest 1,519 in Aristotle Funds Series on September 19, 2024 and sell it today you would earn a total of 25.00 from holding Aristotle Funds Series or generate 1.65% return on investment over 90 days. Aristotle Funds Series is currently producing 0.0315% returns and takes up 1.0752% volatility of returns over 90 trading days. Put another way, 9% 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 Funds Current Valuation
Fairly Valued
Today
Please note that Aristotle Funds' price fluctuation is very steady at this time. Aristotle Funds Series shows a prevailing Real Value of USD15.41 per share. The current price of the fund is USD15.44. Our model approximates the value of Aristotle Funds Series 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 Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aristotle Mutual Fund. However, Aristotle Funds' 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 15.44 | Real 15.41 | Hype 15.44 |
The intrinsic value of Aristotle Funds' 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 Funds' 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 Funds Series 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 Funds more accurately as focusing exclusively on Aristotle Funds' fundamentals will not take into account other important factors: Aristotle Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aristotle Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aristotle Funds Series, and traders can use it to determine the average amount a Aristotle Funds' 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 = 0.0293
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ARABX |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Aristotle Funds is performing at about 2% 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 Aristotle Funds by adding it to a well-diversified portfolio.
About Aristotle Funds Performance
Evaluating Aristotle Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aristotle Funds 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 Funds 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 equity securities of small capitalization companies. The fund adviser defines a small cap company as one that, at the time of initial purchase, has a market capitalization that falls within the capitalization range of the Russell 2000 Index, an index that tracks stocks of 2,000 of the smallest publicly traded U.S. companies of the Russell 3000 Index.Things to note about Aristotle Funds Series performance evaluation
Checking the ongoing alerts about Aristotle Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aristotle Funds Series 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 all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Aristotle Funds' 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 Funds' stock is overvalued or undervalued compared to its peers.
- Examining Aristotle Funds' 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 Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aristotle Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aristotle Funds' mutual fund. These opinions can provide insight into Aristotle Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aristotle Mutual Fund
Aristotle Funds 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 Funds security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |