Aama Income Fund Manager Performance Evaluation

AMFIX Fund  USD 23.62  0.04  0.17%   
The fund shows a Beta (market volatility) of 0.0659, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aama Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aama Income is expected to be smaller as well.

Risk-Adjusted Performance

1 of 100

 
Low
 
High
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Aama Income Fund are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Aama Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date28th of October 2022
Expense Ratio0.9500
  

Aama Income Relative Risk vs. Return Landscape

If you would invest  2,359  in Aama Income Fund on December 29, 2023 and sell it today you would earn a total of  3.00  from holding Aama Income Fund or generate 0.13% return on investment over 90 days. Aama Income Fund is currently producing 0.0021% returns and takes up 0.1147% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Aama, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Aama Income is expected to generate 63.19 times less return on investment than the market. But when comparing it to its historical volatility, the company is 5.0 times less risky than the market. It trades about 0.02 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 of returns per unit of risk over similar time horizon.

Aama Income Current Valuation

Fairly Valued
Today
23.62
Please note that Aama Income's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Aama Me Fund shows a prevailing Real Value of $23.64 per share. The current price of the fund is $23.62. We determine the value of Aama Me Fund 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 Aama Income Fund is useful when determining the fair value of the Aama mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Aama Income. Since Aama Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aama Mutual Fund. However, Aama Income'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  23.62 Real  23.64 Hype  23.66 Naive  23.61
The real value of Aama Mutual Fund, also known as its intrinsic value, is the underlying worth of Aama Me Fund Mutual Fund, which is reflected in its stock price. It is based on Aama Income's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Aama Income'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 Aama Income'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.
23.64
Real Value
23.75
Upside
Estimating the potential upside or downside of Aama Income Fund helps investors to forecast how Aama 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 Aama Income more accurately as focusing exclusively on Aama Income's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
23.6323.6523.67
Details
Hype
Prediction
LowEstimatedHigh
23.5523.6623.77
Details
Potential
Annual Dividend
LowForecastedHigh
0.040.040.04
Details

Aama Income Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Aama Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aama Income Fund, and traders can use it to determine the average amount a Aama Income'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 = 0.0184

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Negative ReturnsAMFIX

Estimated Market Risk

 0.11
  actual daily
0
100% of assets are more volatile

Expected Return

 0.0
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.02
  actual daily
1
99% of assets perform better
Based on monthly moving average Aama Income is performing at about 1% 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 Aama Income by adding it to a well-diversified portfolio.

Aama Income Fundamentals Growth

Aama Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aama Income, and Aama Income 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 Aama Mutual Fund performance.

About Aama Income Performance

To evaluate Aama Me Fund 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 Aama Income 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 Aama 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 Aama Me Fund market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Aama'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.
The fund will principally invest in income-producing securities which include U.S. Treasury obligations and other U.S. government and agency securities including mortgage-backed securities, corporate bonds, high yield bonds , municipal bonds, preferred stocks, inflation indexed bonds, money market instruments including commercial paper, bankers acceptances and marketable CDs, floating and variable rate securities, zero coupon bonds, and ETFs or mutual funds that invest in the types of securities in which the fund would normally invest.

Things to note about Aama Me Fund performance evaluation

Checking the ongoing alerts about Aama Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aama Me Fund 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 -1.0%
Aama Me Fund holds about 8.72% of its assets under management (AUM) in cash
Evaluating Aama Income's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Aama Income's mutual fund performance include:
  • Analyzing Aama Income'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 Aama Income's stock is overvalued or undervalued compared to its peers.
  • Examining Aama Income'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 Aama Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aama Income's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Aama Income's mutual fund. These opinions can provide insight into Aama Income's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Aama Income's mutual fund performance is not an exact science, and many factors can impact Aama Income's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Aama Income 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 gross domestic product.
You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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When running Aama Income's price analysis, check to measure Aama Income's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Aama Income is operating at the current time. Most of Aama Income's value examination focuses on studying past and present price action to predict the probability of Aama Income's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Aama Income's price. Additionally, you may evaluate how the addition of Aama Income to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Aama Income's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aama Income is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aama Income'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.