Ariel Appreciation Fund Buy Hold or Sell Recommendation

CAAPX Fund  USD 40.73  0.20  0.49%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Ariel Appreciation Fund is 'Strong Hold'. Macroaxis provides Ariel Appreciation buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CAAPX positions. The advice algorithm takes into account all of Ariel Appreciation's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Ariel Appreciation's buy or sell advice are summarized below:
Real Value
40.27
Hype Value
40.73
Market Value
40.73
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Ariel Appreciation Fund given historical horizon and risk tolerance towards Ariel Appreciation. When Macroaxis issues a 'buy' or 'sell' recommendation for Ariel Appreciation Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Ariel Appreciation Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Ariel and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Ariel Appreciation Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.

Execute Ariel Appreciation Buy or Sell Advice

The Ariel recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Ariel Appreciation Fund. Macroaxis does not own or have any residual interests in Ariel Appreciation Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Ariel Appreciation's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Ariel AppreciationBuy Ariel Appreciation
Strong Hold

Market Performance

ModestDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Responds to the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Ariel Appreciation Fund has a Risk Adjusted Performance of 0.0437, Jensen Alpha of (0.13), Total Risk Alpha of (0.15), Sortino Ratio of (0.07) and Treynor Ratio of 0.038
Ariel Appreciation advice module can be used to check and cross-verify current investment recommendation provided by analysts analyzing the fund's potential to grow using all of fundamental, technical, data market data available at the time. Use Ariel Appreciation Fund number of employees and five year return to ensure your buy or sell decision on Ariel Appreciation Fund is adequate.

Ariel Appreciation Trading Alerts and Improvement Suggestions

Latest headline from news.google.com: Tracking John Rogers Ariel Investments Portfolio Q4 2023 Update - Seeking Alpha
The fund holds 98.92% of its assets under management (AUM) in equities

Ariel Appreciation Returns Distribution Density

The distribution of Ariel Appreciation's historical returns is an attempt to chart the uncertainty of Ariel Appreciation's future price movements. The chart of the probability distribution of Ariel Appreciation daily returns describes the distribution of returns around its average expected value. We use Ariel Appreciation Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Ariel Appreciation returns is essential to provide solid investment advice for Ariel Appreciation.
Mean Return
0.07
Value At Risk
-1.37
Potential Upside
1.35
Standard Deviation
0.92
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Ariel Appreciation historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Ariel Appreciation Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Ariel Appreciation or Ariel Investments sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Ariel Appreciation's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Ariel fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.13
β
Beta against NYSE Composite1.47
σ
Overall volatility
0.94
Ir
Information ratio -0.08

Ariel Appreciation Volatility Alert

Ariel Appreciation Fund has low volatility with Treynor Ratio of 0.04, Maximum Drawdown of 4.19 and kurtosis of 1.14. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Ariel Appreciation's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Ariel Appreciation's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Ariel Appreciation Fundamentals Vs Peers

Comparing Ariel Appreciation's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Ariel Appreciation's direct or indirect competition across all of the common fundamentals between Ariel Appreciation and the related equities. This way, we can detect undervalued stocks with similar characteristics as Ariel Appreciation or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Ariel Appreciation's fundamental indicators could also be used in its relative valuation, which is a method of valuing Ariel Appreciation by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Ariel Appreciation to competition
FundamentalsAriel AppreciationPeer Average
Price To Earning16.52 X6.53 X
Price To Book2.10 X0.74 X
Price To Sales1.21 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return1.61 %0.39 %
One Year Return15.51 %4.15 %
Three Year Return2.58 %3.60 %
Five Year Return7.84 %3.24 %
Ten Year Return8.16 %1.79 %
Net Asset1.11 B4.11 B
Cash Position Weight1.07 %10.61 %
Equity Positions Weight98.92 %63.90 %

Ariel Appreciation Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Ariel . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Ariel Appreciation Buy or Sell Advice

When is the right time to buy or sell Ariel Appreciation Fund? Buying financial instruments such as Ariel Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Ariel Appreciation in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Investment Grade ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Investment Grade ETFs theme has 214 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Investment Grade ETFs Theme or any other thematic opportunities.
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Check out Ariel Appreciation Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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Please note, there is a significant difference between Ariel Appreciation's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ariel Appreciation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ariel Appreciation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.