Ariel Appreciation Fund Manager Performance Evaluation
| CAAPX Fund | USD 38.83 0.02 0.05% |
The fund shows a Beta (market volatility) of 1.33, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Ariel Appreciation will likely underperform.
Risk-Adjusted Performance
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Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Ariel Appreciation Fund are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ariel Appreciation is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Tracking John Rogers Ariel Investments Portfolio Q4 2023 Update - Seeking Alpha | 03/15/2024 |
| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 1.1300 |
Ariel |
Ariel Appreciation Relative Risk vs. Return Landscape
If you would invest 3,821 in Ariel Appreciation Fund on January 26, 2024 and sell it today you would earn a total of 62.00 from holding Ariel Appreciation Fund or generate 1.62% return on investment over 90 days. Ariel Appreciation Fund is currently producing 0.0308% returns and takes up 0.9869% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Ariel, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ariel Appreciation Current Valuation
Fairly Valued
Today
Please note that Ariel Appreciation's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ariel Appreciation shows a prevailing Real Value of $38.9 per share. The current price of the fund is $38.83. We determine the value of Ariel Appreciation from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Our valuation method for Ariel Appreciation Fund is useful when determining the fair value of the Ariel mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Ariel Appreciation. Since Ariel Appreciation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ariel Mutual Fund. However, Ariel Appreciation'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 38.83 | Real 38.9 | Hype 38.83 | Naive 38.56 |
The real value of Ariel Mutual Fund, also known as its intrinsic value, is the underlying worth of Ariel Appreciation Mutual Fund, which is reflected in its stock price. It is based on Ariel Appreciation's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Ariel Appreciation'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 Ariel Appreciation'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 Ariel Appreciation Fund helps investors to forecast how Ariel mutual 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 Ariel Appreciation more accurately as focusing exclusively on Ariel Appreciation's fundamentals will not take into account other important factors: Ariel Appreciation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ariel Appreciation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ariel Appreciation Fund, and traders can use it to determine the average amount a Ariel Appreciation'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 = 0.0312
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| Negative Returns | CAAPX |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Ariel Appreciation is performing at about 2% 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 Ariel Appreciation by adding it to a well-diversified portfolio.
Ariel Appreciation Fundamentals Growth
Ariel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ariel Appreciation, and Ariel Appreciation 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 Ariel Mutual Fund performance.
| Price To Earning | 16.52 X | |||
| Price To Book | 2.10 X | |||
| Price To Sales | 1.21 X | |||
| Total Asset | 877.29 M | |||
About Ariel Appreciation Performance
To evaluate Ariel Appreciation Mutual 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 Ariel Appreciation 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 Ariel Mutual 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 Ariel Appreciation market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Ariel'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.The fund invests in mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap Index, measured at the time of initial purchase. 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.Things to note about Ariel Appreciation performance evaluation
Checking the ongoing alerts about Ariel Appreciation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ariel Appreciation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of 0.0% | |
| Ariel Appreciation holds 98.92% of its assets under management (AUM) in equities |
- Analyzing Ariel Appreciation'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 Ariel Appreciation's stock is overvalued or undervalued compared to its peers.
- Examining Ariel Appreciation'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 Ariel Appreciation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ariel Appreciation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ariel Appreciation's mutual fund. These opinions can provide insight into Ariel Appreciation'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 Ariel Appreciation 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 american community survey. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.