Aberdeen Equity Instl Fund Manager Performance Evaluation
| GXXIX Fund | USD 14.06 0.06 0.43% |
The fund shows a Beta (market volatility) of 0.81, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aberdeen's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aberdeen is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Aberdeen Equity Instl are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Aberdeen may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.9600 |
Aberdeen |
Aberdeen Relative Risk vs. Return Landscape
If you would invest 1,310 in Aberdeen Equity Instl on September 2, 2024 and sell it today you would earn a total of 96.00 from holding Aberdeen Equity Instl or generate 7.33% return on investment over 90 days. Aberdeen Equity Instl is currently producing 0.1131% returns and takes up 0.7235% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Aberdeen, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aberdeen Current Valuation
Fairly Valued
Today
Please note that Aberdeen's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Aberdeen Equity Instl shows a prevailing Real Value of $13.91 per share. The current price of the fund is $14.06. We determine the value of Aberdeen Equity Instl 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 Aberdeen is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aberdeen Mutual Fund. However, Aberdeen'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 14.06 | Real 13.91 | Hype 14.06 | Naive 14.21 |
The intrinsic value of Aberdeen'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 Aberdeen'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 Aberdeen Equity Instl helps investors to forecast how Aberdeen 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 Aberdeen more accurately as focusing exclusively on Aberdeen's fundamentals will not take into account other important factors: Aberdeen Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aberdeen's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aberdeen Equity Instl, and traders can use it to determine the average amount a Aberdeen'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 = 0.1564
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | GXXIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Aberdeen is performing at about 12% 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 Aberdeen by adding it to a well-diversified portfolio.
Aberdeen Fundamentals Growth
Aberdeen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aberdeen, and Aberdeen 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 Aberdeen Mutual Fund performance.
| Price To Earning | 4.89 X | ||||
| Price To Book | 3.35 X | ||||
| Price To Sales | 2.08 X | ||||
| Total Asset | 113.58 M | ||||
About Aberdeen Performance
Evaluating Aberdeen's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aberdeen 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 Aberdeen 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 seeks to achieve its investment objective of seeking long-term capital appreciation by investing primarily in equity securities of U.S. companies that the Adviser deems to have sound and improving prospects and which demonstrate that they are current or emerging sustainable leaders through their management of environmental, social and governance risks and opportunities in accordance with the Advisers criteria.Things to note about Aberdeen Equity Instl performance evaluation
Checking the ongoing alerts about Aberdeen for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aberdeen Equity Instl help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -2.0% | |
| Aberdeen Equity Instl retains 98.36% of its assets under management (AUM) in equities |
- Analyzing Aberdeen'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 Aberdeen's stock is overvalued or undervalued compared to its peers.
- Examining Aberdeen'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 Aberdeen's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aberdeen's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aberdeen's mutual fund. These opinions can provide insight into Aberdeen's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aberdeen Mutual Fund
Aberdeen financial ratios help investors to determine whether Aberdeen 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 Aberdeen with respect to the benefits of owning Aberdeen security.
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| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |