Amana Developing Manager Performance Evaluation

AMDWX -- USA Fund  

USD 10.28  0.01  0.1%

The organization shows Beta (market volatility) of 0.5092 which signifies that as returns on market increase, Amana Developing returns are expected to increase less than the market. However during bear market, the loss on holding Amana Developing will be expected to be smaller as well. Although it is extremely important to respect Amana Developing World historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Amana Developing World technical indicators you can presently evaluate if the expected return of 0.0829% will be sustainable into the future.
88

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Amana Developing World Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, Amana Developing is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low8.87
Fifty Two Week High10.34
Annual Report Expense Ratio1.31%
Horizon     30 Days    Login   to change

Amana Developing World Relative Risk vs. Return Landscape

If you would invest  978.00  in Amana Developing World Fund on October 20, 2019 and sell it today you would earn a total of  51.00  from holding Amana Developing World Fund or generate 5.21% return on investment over 30 days. Amana Developing World Fund is currently producing 0.0829% returns and takes up 0.6727% volatility of returns over 30 trading days. Put another way, 6% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Amana Developing is expected to generate 1.33 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.07 times less risky than the market. It trades about 0.12 of its potential returns per unit of risk. The DOW is currently generating roughly 0.15 of returns per unit of risk over similar time horizon.

Amana Developing Current Valuation

Fairly Valued
November 19, 2019
10.28
Market Value
10.35
Real Value
12.36
Upside
Amana Developing is not too volatile asset. Amana Developing World shows prevailing Real Value of $10.35 per share. The current price of the fund is $10.28. At this time the entity appears to be fairly valued. We determine the value of Amana Developing World from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Amana Developing Market Risk Analysis

Sharpe Ratio = 0.1233
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Amana Developing Relative Performance Indicators

Estimated Market Risk
 0.67
  actual daily
 
 6 %
of total potential
 
66
Expected Return
 0.08
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.12
  actual daily
 
 8 %
of total potential
 
88
Based on monthly moving average Amana Developing is performing at about 8% 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 Amana Developing by adding it to a well-diversified portfolio.

Amana Developing Alerts

Equity Alerts and Improvement Suggestions

Latest headline from www.kansascity.com: US indexes inch up as stocks churn, markets await trade deal - Kansas City Star
The fund holds about 19.28% of its assets under management (AUM) in cash
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