APEXCM Mutual Fund Manager Performance Evaluation
| APSGX Fund | USD 14.52 0.24 1.63% |
The fund shows a Beta (market volatility) of -0.1862, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning APEXCM SMALLMID are expected to decrease at a much lower rate. During the bear market, APEXCM SMALLMID is likely to outperform the market. Even though it is essential to pay attention to APEXCM SMALLMID CAP historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy in foreseeing any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. APEXCM SMALLMID CAP exposes twenty different technical indicators, which can help you to evaluate its performance.
APEXCM Performance
0 of 100
Over the last 90 days APEXCM SMALLMID CAP has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest unsteady performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | XOM, PEP 2 Dividend Aristocrat Stocks Hedge Funds are Buying... | 08/17/2023 |
| Fifty Two Week Low | 14.52 | |
| Fifty Two Week High | 23.21 |
APEXCM |
APEXCM SMALLMID Relative Risk vs. Return Landscape
If you would invest 1,554 in APEXCM SMALLMID CAP on July 6, 2023 and sell it today you would lose (102.00) from holding APEXCM SMALLMID CAP or give up 6.56% of portfolio value over 90 days. APEXCM SMALLMID CAP is currently producing negative expected returns and takes up 0.9285% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than APEXCM, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
APEXCM SMALLMID Current Valuation
Overvalued
Today
Please note that APEXCM SMALLMID's price fluctuation is very steady at this time. APEXCM SMALLMID CAP shows a prevailing Real Value of $13.77 per share. The current price of the fund is $14.52. At this time, the entity appears to be overvalued. We determine the value of APEXCM SMALLMID CAP from examining 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, in the future, mutual fund prices and their ongoing real values will blend.
Our valuation method for APEXCM SMALLMID CAP is useful when determining the fair value of the APEXCM mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of APEXCM SMALLMID. Since APEXCM SMALLMID is currently traded on the exchange, buyers and sellers on that exchange determine the market value of APEXCM Mutual Fund. However, APEXCM SMALLMID'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. Estimating the potential upside or downside of APEXCM SMALLMID CAP helps investors to forecast how APEXCM 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 APEXCM SMALLMID more accurately as focusing exclusively on APEXCM SMALLMID's fundamentals will not take into account other important factors: APEXCM SMALLMID Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for APEXCM SMALLMID's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as APEXCM SMALLMID CAP, and traders can use it to determine the average amount a APEXCM SMALLMID'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 = -0.1114
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | APSGX |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average APEXCM SMALLMID is not performing at its full potential. However, 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 APEXCM SMALLMID by adding APEXCM SMALLMID to a well-diversified portfolio.
APEXCM SMALLMID Fundamentals Growth
APEXCM Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of APEXCM SMALLMID, and APEXCM SMALLMID 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 APEXCM Mutual Fund performance.
| Price to Earning | 20.60 X | |||
| Price to Book | 3.59 X | |||
| Price to Sales | 2.02 X | |||
| Total Asset | 76.13 M | |||
About APEXCM SMALLMID Performance
To evaluate APEXCM SMALLMID 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 APEXCM SMALLMID 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 APEXCM 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 APEXCM SMALLMID CAP market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents APEXCM'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.Under normal circumstances, the fund will invest at least 80 percent of its net assets in common stocks of small- and mid-cap companies. Fiera Capital is traded on NASDAQ Exchange in the United States.Things to note about APEXCM SMALLMID CAP performance evaluation
Checking the ongoing alerts about APEXCM SMALLMID for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for APEXCM SMALLMID CAP help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| APEXCM SMALLMID CAP generated a negative expected return over the last 90 days | |
| APEXCM SMALLMID CAP is unlikely to experience financial distress in the next 2 years | |
| The fund holds 96.84% of its assets under management (AUM) in equities |
- Analyzing APEXCM SMALLMID'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 APEXCM SMALLMID's stock is overvalued or undervalued compared to its peers.
- Examining APEXCM SMALLMID'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 APEXCM SMALLMID's management team can have a significant impact on its success or failure. Reviewing the track record and experience of APEXCM SMALLMID's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of APEXCM SMALLMID's mutual fund. These opinions can provide insight into APEXCM SMALLMID'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 APEXCM SMALLMID 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 price. Note that the APEXCM SMALLMID CAP information on this page should be used as a complementary analysis to other APEXCM SMALLMID'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 Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Complementary Tools for APEXCM Mutual Fund analysis
When running APEXCM SMALLMID's price analysis, check to measure APEXCM SMALLMID'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 APEXCM SMALLMID is operating at the current time. Most of APEXCM SMALLMID's value examination focuses on studying past and present price action to predict the probability of APEXCM SMALLMID's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move APEXCM SMALLMID's price. Additionally, you may evaluate how the addition of APEXCM SMALLMID to your portfolios can decrease your overall portfolio volatility.
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