Aama Equity Financials
| AMFEX Fund | USD 17.55 0.03 0.17% |
Aama |
Please note that past performance is not an indicator of the future performance of Aama Equity, 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.
Aama Equity Fund Summary
Aama Equity competes with Aama Income, Materials Portfolio, Vanguard Energy, Morningstar Alternatives, and American Funds. The fund, under normal market circumstances, will invest at least 80 percent of its net assets in equity securities of any size capitalization. It invests primarily in common stocks and ETFs, but may also invest in other types of equity securities including, preferred stock, investments in foreign equity securities through U.S. stock exchange listed ADRs, REITs, or mutual funds that invest in the types of securities in which the fund would normally invest, and securities convertible into such securities.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | AMF |
| Mutual Fund Family | AAMA |
| Mutual Fund Category | Large Blend |
| Benchmark | NYSE Composite |
| Phone | 800 701 9502 |
| Currency | USD - US Dollar |
You should never invest in Aama Equity Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Aama Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Aama Equity's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Aama Equity Key Financial Ratios
Generally speaking, Aama Equity's financial ratios allow both analysts and investors to convert raw data from Aama Equity's financial statements into concise, actionable information that can be used to evaluate the performance of Aama Equity over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Aama Equity Fund reports annually and quarterly.Aama Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aama Equity's current stock value. Our valuation model uses many indicators to compare Aama Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aama Equity competition to find correlations between indicators driving Aama Equity's intrinsic value. More Info.Aama Equity Fund is second largest fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 685.87 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Aama Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Aama Equity's 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 Aama Equity's earnings, one of the primary drivers of an investment's value.Aama Equity Fund Systematic Risk
Aama Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aama Equity 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Aama Equity Fund correlated with the market. If Beta is less than 0 Aama Equity generally moves in the opposite direction as compared to the market. If Aama Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Aama Equity Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Aama Equity is generally in the same direction as the market. If Beta > 1 Aama Equity moves generally in the same direction as, but more than the movement of the benchmark.
Aama Equity April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Aama Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aama Equity Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aama Equity Fund based on widely used predictive technical indicators. In general, we focus on analyzing Aama Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Aama Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6344 | |||
| Information Ratio | 0.0125 | |||
| Maximum Drawdown | 2.65 | |||
| Value At Risk | (0.99) | |||
| Potential Upside | 0.9621 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Aama Equity 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 income. Note that the Aama Equity Fund information on this page should be used as a complementary analysis to other Aama Equity'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 Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.