Ariel Focus Financials
| AFOYX Fund | USD 15.54 0.13 0.83% |
Ariel |
Please note that past performance is not an indicator of the future performance of Ariel Focus, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ariel Focus Fund Summary
Ariel Focus competes with Wells Fargo, Great-west Goldman, Ocm Mutual, Global Gold, and International Investors. The fund invests primarily in equity securities of companies of any size in order to provide investors access to superior opportunities in companies of all market capitalizations. The funds strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets Active Patience, Independent Thinking, Focused Expertise, and Bold Teamwork. It is non-diversified.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ariel Investment Trust |
| Mutual Fund Family | Ariel Investments |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | NYSE Composite |
| Phone | 800 292 7435 |
| Currency | USD - US Dollar |
Ariel Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ariel Focus's current stock value. Our valuation model uses many indicators to compare Ariel Focus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ariel Focus competition to find correlations between indicators driving Ariel Focus's intrinsic value. More Info.Ariel Focus Fund is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ariel Focus Fund is roughly 8.85 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ariel Focus by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ariel Focus' Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ariel Focus' earnings, one of the primary drivers of an investment's value.Ariel Focus Fund Systematic Risk
Ariel Focus' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ariel Focus volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was seven with a total number of output elements of fifty-four. The Beta measures systematic risk based on how returns on Ariel Focus Fund correlated with the market. If Beta is less than 0 Ariel Focus generally moves in the opposite direction as compared to the market. If Ariel Focus Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ariel Focus Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ariel Focus is generally in the same direction as the market. If Beta > 1 Ariel Focus moves generally in the same direction as, but more than the movement of the benchmark.
Ariel Focus May 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ariel Focus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ariel Focus Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ariel Focus Fund based on widely used predictive technical indicators. In general, we focus on analyzing Ariel Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ariel Focus's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.0 | |||
| Information Ratio | 0.0276 | |||
| Maximum Drawdown | 4.3 | |||
| Value At Risk | (1.34) | |||
| Potential Upside | 1.09 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Ariel Focus 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 manufacturing. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.