Advisors Inner Circle Fund Manager Performance Evaluation
| BNIVX Fund | USD 9.47 0.04 0.42% |
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, Advisors Inner's returns are expected to increase less than the market. However, during the bear market, the loss of holding Advisors Inner is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Advisors Inner Circle has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 0.8500 |
Advisors |
Advisors Inner Relative Risk vs. Return Landscape
If you would invest 1,157 in Advisors Inner Circle on September 30, 2024 and sell it today you would lose (210.00) from holding Advisors Inner Circle or give up 18.15% of portfolio value over 90 days. Advisors Inner Circle is currently producing negative expected returns and takes up 1.4046% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Advisors, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Advisors Inner Current Valuation
Undervalued
Today
Please note that Advisors Inner's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Advisors Inner Circle shows a prevailing Real Value of $9.71 per share. The current price of the fund is $9.47. We determine the value of Advisors Inner Circle 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 Advisors Inner is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Advisors Mutual Fund. However, Advisors Inner'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 9.47 | Real 9.71 | Hype 9.47 |
The intrinsic value of Advisors Inner'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 Advisors Inner'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 Advisors Inner Circle helps investors to forecast how Advisors 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 Advisors Inner more accurately as focusing exclusively on Advisors Inner's fundamentals will not take into account other important factors: Advisors Inner Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Advisors Inner's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Advisors Inner Circle, and traders can use it to determine the average amount a Advisors Inner'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 = -0.2152
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| Negative Returns | BNIVX |
Estimated Market Risk
| 1.4 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.3 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.22 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Advisors Inner 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 Advisors Inner by adding Advisors Inner to a well-diversified portfolio.
Advisors Inner Fundamentals Growth
Advisors Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Advisors Inner, and Advisors Inner 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 Advisors Mutual Fund performance.
About Advisors Inner Performance
Evaluating Advisors Inner's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Advisors Inner 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 Advisors Inner 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 in at least three countries, and invests at least 40 percent of its total assets in securities of non-U.S. companies. The fund invests principally in common stock and American Depositary Receipts , including unsponsored ADRs, of companies of any market capitalization.Things to note about Advisors Inner Circle performance evaluation
Checking the ongoing alerts about Advisors Inner for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Advisors Inner Circle help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Advisors Inner generated a negative expected return over the last 90 days | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Advisors Inner'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 Advisors Inner's stock is overvalued or undervalued compared to its peers.
- Examining Advisors Inner'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 Advisors Inner's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Advisors Inner's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Advisors Inner's mutual fund. These opinions can provide insight into Advisors Inner's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Advisors Mutual Fund
Advisors Inner financial ratios help investors to determine whether Advisors 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 Advisors with respect to the benefits of owning Advisors Inner security.
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