Aberdeen Small Cap Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 1.61, 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, Aberdeen Small will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days Aberdeen Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Aberdeen Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio Date | 28th of February 2023 | |
Expense Ratio | 2.0000 |
Aberdeen |
Aberdeen Small Relative Risk vs. Return Landscape
If you would invest 2,260 in Aberdeen Small Cap on December 29, 2023 and sell it today you would earn a total of 100.00 from holding Aberdeen Small Cap or generate 4.42% return on investment over 90 days. Aberdeen Small Cap is currently producing 0.0757% returns and takes up 1.0838% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Aberdeen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
Aberdeen Small Current Valuation
Undervalued
Today
Please note that Aberdeen Small's price fluctuation is somewhat reliable at this time. At this time, the entity appears to be undervalued. Aberdeen Small Cap shows a prevailing Real Value of $2.84 per share. The current price of the fund is $23.6. We determine the value of Aberdeen Small Cap 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 Aberdeen Small Cap is useful when determining the fair value of the Aberdeen mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Aberdeen Small. Since Aberdeen Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aberdeen Mutual Fund. However, Aberdeen Small'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 23.6 | Real 2.84 | Hype 0.0 | Naive 23.57 |
The real value of Aberdeen Mutual Fund, also known as its intrinsic value, is the underlying worth of Aberdeen Small Cap Mutual Fund, which is reflected in its stock price. It is based on Aberdeen Small's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Aberdeen Small'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 Aberdeen Small'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 Aberdeen Small Cap helps investors to forecast how Aberdeen 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 Aberdeen Small more accurately as focusing exclusively on Aberdeen Small's fundamentals will not take into account other important factors: Aberdeen Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aberdeen Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aberdeen Small Cap, and traders can use it to determine the average amount a Aberdeen Small'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 = 0.0698
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Estimated Market Risk
1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Aberdeen Small is performing at about 5% 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 Aberdeen Small by adding it to a well-diversified portfolio.
Aberdeen Small Fundamentals Growth
Aberdeen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aberdeen Small, and Aberdeen Small 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 Aberdeen Mutual Fund performance.
Price To Earning | 21.30 X | |||
Price To Book | 2.64 X | |||
Price To Sales | 1.33 X | |||
Total Asset | 21.48 M | |||
About Aberdeen Small Performance
To evaluate Aberdeen Small Cap 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 Aberdeen Small 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 Aberdeen 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 Aberdeen Small Cap market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Aberdeen'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 normally invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by U.S. small-cap companies. Aberdeen is traded on NASDAQ Exchange in the United States.Things to note about Aberdeen Small Cap performance evaluation
Checking the ongoing alerts about Aberdeen Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aberdeen Small Cap 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 -1.0% | |
Aberdeen Small Cap retains 98.12% of its assets under management (AUM) in equities |
- Analyzing Aberdeen Small'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 Aberdeen Small's stock is overvalued or undervalued compared to its peers.
- Examining Aberdeen Small'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 Aberdeen Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aberdeen Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aberdeen Small's mutual fund. These opinions can provide insight into Aberdeen Small's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Aberdeen Small Cap. 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 main economic indicators. Note that the Aberdeen Small Cap information on this page should be used as a complementary analysis to other Aberdeen Small'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 FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Complementary Tools for Aberdeen Mutual Fund analysis
When running Aberdeen Small's price analysis, check to measure Aberdeen Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Aberdeen Small is operating at the current time. Most of Aberdeen Small's value examination focuses on studying past and present price action to predict the probability of Aberdeen Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Aberdeen Small's price. Additionally, you may evaluate how the addition of Aberdeen Small to your portfolios can decrease your overall portfolio volatility.
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