Alpsalerian Energy Infrastructure Fund Manager Performance Evaluation
| ALEFX Fund | USD 12.34 0.03 0.24% |
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, Alps/alerian Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alps/alerian Energy is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
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OK
Compared to the overall equity markets, risk-adjusted returns on investments in Alpsalerian Energy Infrastructure are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Alps/alerian Energy is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Alps/alerian |
Alps/alerian Energy Relative Risk vs. Return Landscape
If you would invest 1,162 in Alpsalerian Energy Infrastructure on March 7, 2024 and sell it today you would earn a total of 72.00 from holding Alpsalerian Energy Infrastructure or generate 6.2% return on investment over 90 days. Alpsalerian Energy Infrastructure is currently producing 0.0997% returns and takes up 0.7423% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Alps/alerian, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alps/alerian Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Alps/alerian Energy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Alpsalerian Energy Infrastructure, and traders can use it to determine the average amount a Alps/alerian Energy'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 = 0.1343
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| Cash | ALEFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Alps/alerian Energy is performing at about 10% 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 Alps/alerian Energy by adding it to a well-diversified portfolio.
About Alps/alerian Energy Performance
To evaluate Alps/alerian Energy 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 Alps/alerian Energy 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 Alps/alerian 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 Alps/alerian Energy market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Alps/alerian'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.Alpsalerian Energy is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Alps/alerian Energy performance evaluation
Checking the ongoing alerts about Alps/alerian Energy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alps/alerian Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Alps/alerian Energy's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Alps/alerian Energy's mutual fund performance include:- Analyzing Alps/alerian Energy'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 Alps/alerian Energy's stock is overvalued or undervalued compared to its peers.
- Examining Alps/alerian Energy'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 Alps/alerian Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alps/alerian Energy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alps/alerian Energy's mutual fund. These opinions can provide insight into Alps/alerian Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Alps/alerian Mutual Fund
Alps/alerian Energy financial ratios help investors to determine whether Alps/alerian 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 Alps/alerian with respect to the benefits of owning Alps/alerian Energy security.
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