Amana Growth Manager Performance Evaluation

AMIGX -- USA Fund  

USD 42.60  0.50  1.16%

The organization shows Beta (market volatility) of 0.9655 which signifies that Amana Growth returns are very sensitive to returns on the market. as market goes up or down, Amana Growth is expected to follow. Even though it is essential to pay attention to Amana Growth Fund historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy in foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Amana Growth Fund Institutional exposes twenty-one different technical indicators which can help you to evaluate its performance.
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Risk-Adjusted Fund Performance

Over the last 30 days Amana Growth Fund Institutional has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, Amana Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low33.60
Fifty Two Week High43.19
Annual Report Expense Ratio0.79%
Horizon     30 Days    Login   to change

Amana Growth Fund Relative Risk vs. Return Landscape

If you would invest  4,278  in Amana Growth Fund Institutional on September 19, 2019 and sell it today you would lose (18.00)  from holding Amana Growth Fund Institutional or give up 0.42% of portfolio value over 30 days. Amana Growth Fund Institutional is currently producing negative expected returns and takes up 1.0605% volatility of returns over 30 trading days. Put another way, 9% 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 Growth is expected to generate 1.08 times more return on investment than the market. However, the company is 1.08 times more volatile than its market benchmark. It trades about 0.0 of its potential returns per unit of risk. The DOW is currently generating roughly -0.02 per unit of risk.

Amana Growth Current Valuation

Fairly Valued
October 19, 2019
42.60
Market Value
42.41
Real Value
45.59
Upside
Amana Growth is very steady asset. Amana Growth Fund shows prevailing Real Value of $42.41 per share. The current price of the fund is $42.6. At this time the entity appears to be fairly valued. We determine the value of Amana Growth Fund 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 Growth Market Risk Analysis

Sharpe Ratio = -0.001
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Amana Growth Relative Performance Indicators

Estimated Market Risk
 1.06
  actual daily
 
 9 %
of total potential
 
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Expected Return
 0.0
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 0.0
  actual daily
 
 0 %
of total potential
 
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Based on monthly moving average Amana Growth is performing at about 0% 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 Growth by adding it to a well-diversified portfolio.

Amana Growth Alerts

Equity Alerts and Improvement Suggestions

Amana Growth Fund generates negative expected return over the last 30 days
Latest headline from MacroaxisInsider: Exercise or conversion by Johnson Margaret L of 20000 shares of QUALCOMM Incorporated subject to Rule 16b-3
The fund holds about 8.91% of its assets under management (AUM) in cash
Check also Trending Equities. Please also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
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