Acm Dynamic Opportunity Fund Manager Performance Evaluation
| ADOAX Fund | USD 18.95 0.08 0.42% |
The fund shows a Beta (market volatility) of 0.84, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Acm Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Acm Dynamic is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Acm Dynamic Opportunity are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Acm Dynamic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 2.1300 |
Acm |
Acm Dynamic Relative Risk vs. Return Landscape
If you would invest 1,804 in Acm Dynamic Opportunity on January 26, 2024 and sell it today you would earn a total of 91.00 from holding Acm Dynamic Opportunity or generate 5.04% return on investment over 90 days. Acm Dynamic Opportunity is currently producing 0.0822% returns and takes up 0.7552% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Acm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Acm Dynamic Current Valuation
Fairly Valued
Today
Please note that Acm Dynamic's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Acm Dynamic Opportunity shows a prevailing Real Value of $18.91 per share. The current price of the fund is $18.95. We determine the value of Acm Dynamic Opportunity 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.
Our valuation method for Acm Dynamic Opportunity is useful when determining the fair value of the Acm mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Acm Dynamic. Since Acm Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Acm Mutual Fund. However, Acm Dynamic'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 18.95 | Real 18.91 | Hype 18.95 | Naive 18.85 |
The real value of Acm Mutual Fund, also known as its intrinsic value, is the underlying worth of Acm Dynamic Opportunity Mutual Fund, which is reflected in its stock price. It is based on Acm Dynamic's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Acm Dynamic'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 Acm Dynamic'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 Acm Dynamic Opportunity helps investors to forecast how Acm 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 Acm Dynamic more accurately as focusing exclusively on Acm Dynamic's fundamentals will not take into account other important factors: Acm Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Acm Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Acm Dynamic Opportunity, and traders can use it to determine the average amount a Acm Dynamic'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 = 0.1089
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Acm Dynamic is performing at about 8% 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 Acm Dynamic by adding it to a well-diversified portfolio.
Acm Dynamic Fundamentals Growth
Acm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Acm Dynamic, and Acm Dynamic 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 Acm Mutual Fund performance.
| Price To Earning | 25.44 X | |||
| Price To Book | 4.96 X | |||
| Price To Sales | 3.43 X | |||
| Total Asset | 1.87 M | |||
About Acm Dynamic Performance
To evaluate Acm Dynamic Opportunity Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Acm Dynamic generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Acm Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Acm Dynamic Opportunity market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Acm's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Under normal market conditions, the fund seeks to achieve its investment objective by investing in domestic and foreign equity securities of any market capitalization. It may also take long or short positions in index exchange traded funds to hedge the funds equity portfolio. The funds adviser selects equity securities for the fund that are experiencing meaningful breakouts.Things to note about Acm Dynamic Opportunity performance evaluation
Checking the ongoing alerts about Acm Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Acm Dynamic Opportunity 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% | |
| Acm Dynamic Opportunity holds about 78.48% of its assets under management (AUM) in cash |
- Analyzing Acm Dynamic'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 Acm Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Acm Dynamic'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 Acm Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Acm Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Acm Dynamic's mutual fund. These opinions can provide insight into Acm Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Acm Dynamic Opportunity. 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 nation. Note that the Acm Dynamic Opportunity information on this page should be used as a complementary analysis to other Acm Dynamic's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.