Ave Maria Rising Fund Manager Performance Evaluation
| AVEDX Fund | USD 26.35 0.03 0.11% |
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, Ave Maria's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ave Maria is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Ave Maria Rising are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Ave Maria may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.9200 |
Ave |
Ave Maria Relative Risk vs. Return Landscape
If you would invest 2,417 in Ave Maria Rising on September 2, 2024 and sell it today you would earn a total of 218.00 from holding Ave Maria Rising or generate 9.02% return on investment over 90 days. Ave Maria Rising is currently producing 0.1372% returns and takes up 0.6715% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Ave, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ave Maria Current Valuation
Undervalued
Today
Please note that Ave Maria's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Ave Maria Rising shows a prevailing Real Value of $28.85 per share. The current price of the fund is $26.35. We determine the value of Ave Maria Rising 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 Ave Maria is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ave Mutual Fund. However, Ave Maria'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 26.35 | Real 28.85 | Hype 26.35 |
The intrinsic value of Ave Maria'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 Ave Maria'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 Ave Maria Rising helps investors to forecast how Ave 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 Ave Maria more accurately as focusing exclusively on Ave Maria's fundamentals will not take into account other important factors: Ave Maria Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ave Maria's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ave Maria Rising, and traders can use it to determine the average amount a Ave Maria'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 = 0.2044
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| Cash | AVEDX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 16 84% of assets perform better |
Based on monthly moving average Ave Maria is performing at about 16% 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 Ave Maria by adding it to a well-diversified portfolio.
Ave Maria Fundamentals Growth
Ave Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ave Maria, and Ave Maria 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 Ave Mutual Fund performance.
| Price To Earning | 18.78 X | ||||
| Price To Book | 2.97 X | ||||
| Price To Sales | 1.95 X | ||||
About Ave Maria Performance
Evaluating Ave Maria's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ave Maria 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 Ave Maria 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 will invest at least 80 percent of its net assets, including the amount of any borrowings for investment purposes, in the common stocks of dividend-paying companies that are expected to increase their dividends over time and to provide long-term growth of capital. Under normal circumstances, all of its equity investments and at least 80 percent of the funds net assets will be invested in companies meeting its religious criteria.Things to note about Ave Maria Rising performance evaluation
Checking the ongoing alerts about Ave Maria for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ave Maria Rising 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 95.87% of its assets under management (AUM) in equities |
- Analyzing Ave Maria'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 Ave Maria's stock is overvalued or undervalued compared to its peers.
- Examining Ave Maria'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 Ave Maria's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ave Maria's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ave Maria's mutual fund. These opinions can provide insight into Ave Maria's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ave Mutual Fund
Ave Maria financial ratios help investors to determine whether Ave 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 Ave with respect to the benefits of owning Ave Maria security.
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| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |