Apollo Senior Floating Fund Manager Performance Evaluation
| AFT Fund | USD 14.33 0.08 0.56% |
The fund shows a Beta (market volatility) of 0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Apollo Senior's returns are expected to increase less than the market. However, during the bear market, the loss of holding Apollo Senior is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Apollo Senior Floating are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of comparatively uncertain technical and fundamental indicators, Apollo Senior may actually be approaching a critical reversion point that can send shares even higher in May 2024.
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| Expense Ratio | 2.6300 |
Apollo |
Apollo Senior Relative Risk vs. Return Landscape
If you would invest 1,332 in Apollo Senior Floating on January 25, 2024 and sell it today you would earn a total of 101.00 from holding Apollo Senior Floating or generate 7.58% return on investment over 90 days. Apollo Senior Floating is generating 0.1199% of daily returns assuming volatility of 0.6232% on return distribution over 90 days investment horizon. In other words, 5% of funds are less volatile than Apollo, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Apollo Senior Current Valuation
Fairly Valued
Today
Please note that Apollo Senior's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Apollo Senior Floating shows a prevailing Real Value of $14.21 per share. The current price of the fund is $14.33. We determine the value of Apollo Senior Floating from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued funds and selling overvalued funds since, at some point, fund prices and their ongoing real values will blend.
Our valuation method for Apollo Senior Floating is useful when determining the fair value of the Apollo fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Apollo Senior. Since Apollo Senior is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Apollo Fund. However, Apollo Senior'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 14.33 | Real 14.21 | Hype 14.32 |
The real value of Apollo Fund, also known as its intrinsic value, is the underlying worth of Apollo Senior Floating Fund, which is reflected in its stock price. It is based on Apollo Senior's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Apollo Senior'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 Apollo Senior'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 Apollo Senior Floating helps investors to forecast how Apollo 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 Apollo Senior more accurately as focusing exclusively on Apollo Senior's fundamentals will not take into account other important factors: Apollo Senior Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Apollo Senior's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Apollo Senior Floating, and traders can use it to determine the average amount a Apollo Senior'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 = 0.1923
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| Cash | AFT | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Apollo Senior is performing at about 15% 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 Apollo Senior by adding it to a well-diversified portfolio.
Apollo Senior Fundamentals Growth
Apollo Fund prices reflect investors' perceptions of the future prospects and financial health of Apollo Senior, and Apollo Senior 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 Apollo Fund performance.
| Return On Equity | -8.57 | ||||
| Return On Asset | 2.25 | ||||
| Profit Margin | (100.23) % | ||||
| Operating Margin | 72.49 % | ||||
| Current Valuation | 319.7 M | ||||
| Shares Outstanding | 15.57 M | ||||
| Price To Earning | 54.59 X | ||||
| Price To Book | 0.78 X | ||||
| Price To Sales | 9.46 X | ||||
| Revenue | 20.75 M | ||||
| Cash And Equivalents | 1.83 M | ||||
| Cash Per Share | 0.12 X | ||||
| Total Debt | 129.97 M | ||||
| Debt To Equity | 0.58 % | ||||
| Book Value Per Share | 16.15 X | ||||
| Cash Flow From Operations | (7.61 M) | ||||
| Earnings Per Share | 0.23 X | ||||
About Apollo Senior Performance
To evaluate Apollo Senior Floating 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 Apollo Senior 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 Apollo 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 Apollo Senior Floating market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Apollo'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.Apollo Senior Floating Rate Fund Inc. is a closed ended fixed income mutual fund launched and managed by Apollo Credit Management, LLC. Apollo Senior Floating Rate Fund Inc. was formed on February 23, 2011 and is domiciled in United States. Apollo Senior is traded on New York Stock Exchange in the United States.Things to note about Apollo Senior Floating performance evaluation
Checking the ongoing alerts about Apollo Senior for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Apollo Senior Floating help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Applegate Farms Pledges Support for American Farmland Trusts Brighter Future Fund Joseph OConnor and Carolyn ... - Deli Market News |
- Analyzing Apollo Senior'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 Apollo Senior's stock is overvalued or undervalued compared to its peers.
- Examining Apollo Senior'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 Apollo Senior's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Apollo Senior's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Apollo Senior's fund. These opinions can provide insight into Apollo Senior'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 Apollo Senior Floating. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Apollo Senior Floating information on this page should be used as a complementary analysis to other Apollo Senior'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 Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.