Europacific Growth Fund Manager Performance Evaluation
| AEPFX Fund | USD 56.38 0.03 0.05% |
The fund shows a Beta (market volatility) of 0.88, which means possible diversification benefits within a given portfolio. Europacific Growth returns are very sensitive to returns on the market. As the market goes up or down, Europacific Growth is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Europacific Growth Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Europacific Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5700 |
Europacific |
Europacific Growth Relative Risk vs. Return Landscape
If you would invest 5,365 in Europacific Growth Fund on January 20, 2024 and sell it today you would earn a total of 273.00 from holding Europacific Growth Fund or generate 5.09% return on investment over 90 days. Europacific Growth Fund is currently producing 0.0808% returns and takes up 0.6299% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Europacific, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Europacific Growth Current Valuation
Fairly Valued
Today
Please note that Europacific Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Europacific Growth shows a prevailing Real Value of $56.4 per share. The current price of the fund is $56.38. We determine the value of Europacific Growth from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for Europacific Growth Fund is useful when determining the fair value of the Europacific mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Europacific Growth. Since Europacific Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Europacific Mutual Fund. However, Europacific Growth'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 56.38 | Real 56.4 | Hype 56.38 | Naive 55.61 |
The real value of Europacific Mutual Fund, also known as its intrinsic value, is the underlying worth of Europacific Growth Mutual Fund, which is reflected in its stock price. It is based on Europacific Growth's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Europacific Growth'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 Europacific Growth'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 Europacific Growth Fund helps investors to forecast how Europacific 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 Europacific Growth more accurately as focusing exclusively on Europacific Growth's fundamentals will not take into account other important factors: Europacific Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Europacific Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Europacific Growth Fund, and traders can use it to determine the average amount a Europacific Growth'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 = 0.1282
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Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Europacific Growth is performing at about 10% 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 Europacific Growth by adding it to a well-diversified portfolio.
Europacific Growth Fundamentals Growth
Europacific Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Europacific Growth, and Europacific Growth 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 Europacific Mutual Fund performance.
| Price To Earning | 17.69 X | ||||
| Price To Book | 1.73 X | ||||
| Price To Sales | 1.27 X | ||||
| Total Asset | 190.05 B | ||||
About Europacific Growth Performance
To evaluate Europacific Growth 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 Europacific Growth 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 Europacific 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 Europacific Growth market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Europacific'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 primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. It normally will invest at least 80 percent of its net assets in securities of issuers in Europe and the Pacific Basin. The fund may invest a portion of its assets in common stocks and other securities of companies in emerging markets.Things to note about Europacific Growth performance evaluation
Checking the ongoing alerts about Europacific Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Europacific Growth 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 -3.0% | |
| Europacific Growth holds 95.56% of its assets under management (AUM) in equities |
- Analyzing Europacific Growth'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 Europacific Growth's stock is overvalued or undervalued compared to its peers.
- Examining Europacific Growth'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 Europacific Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Europacific Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Europacific Growth's mutual fund. These opinions can provide insight into Europacific Growth'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 Europacific Growth 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 census. Note that the Europacific Growth information on this page should be used as a complementary analysis to other Europacific Growth'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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.