Ave Maria Rising Fund Manager Performance Evaluation
| AVEDX Fund | USD 21.42 0.01 0.05% |
The fund shows a Beta (market volatility) of 1.02, which signifies a somewhat significant risk relative to the market. Ave Maria returns are very sensitive to returns on the market. As the market goes up or down, Ave Maria is expected to follow.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Ave Maria Rising are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Ave Maria is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.9100 |
Ave |
Ave Maria Relative Risk vs. Return Landscape
If you would invest 2,117 in Ave Maria Rising on January 20, 2024 and sell it today you would earn a total of 25.00 from holding Ave Maria Rising or generate 1.18% return on investment over 90 days. Ave Maria Rising is currently producing 0.0209% returns and takes up 0.6697% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Ave, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ave Maria Current Valuation
Fairly Valued
Today
Please note that Ave Maria's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ave Maria Rising shows a prevailing Real Value of $21.52 per share. The current price of the fund is $21.42. We determine the value of Ave Maria Rising 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 Ave Maria Rising is useful when determining the fair value of the Ave mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Ave Maria. Since Ave Maria is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ave Mutual Fund. However, Ave Maria'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 21.42 | Real 21.52 | Hype 21.42 |
The real value of Ave Mutual Fund, also known as its intrinsic value, is the underlying worth of Ave Maria Rising Mutual Fund, which is reflected in its stock price. It is based on Ave Maria's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Ave Maria'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 Ave Maria'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 Ave Maria Rising helps investors to forecast how Ave 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 Ave Maria more accurately as focusing exclusively on Ave Maria's fundamentals will not take into account other important factors: Ave Maria Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ave Maria's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ave Maria Rising, and traders can use it to determine the average amount a Ave Maria'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 = 0.0311
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AVEDX |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.02 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 Ave Maria 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 Ave Maria by adding it to a well-diversified portfolio.
Ave Maria Fundamentals Growth
Ave Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ave Maria, and Ave Maria 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 Ave Mutual Fund performance.
| Price To Earning | 18.78 X | ||||
| Price To Book | 2.97 X | ||||
| Price To Sales | 1.95 X | ||||
About Ave Maria Performance
To evaluate Ave Maria Rising 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 Ave Maria 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 Ave 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 Ave Maria Rising market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Ave'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 will invest at least 80 percent of its net assets, including the amount of any borrowings for investment purposes, in the common stocks of dividend-paying companies that are expected to increase their dividends over time and to provide long-term growth of capital. Under normal circumstances, all of its equity investments and at least 80 percent of the funds net assets will be invested in companies meeting its religious criteria.Things to note about Ave Maria Rising performance evaluation
Checking the ongoing alerts about Ave Maria for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ave Maria Rising help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 95.87% of its assets under management (AUM) in equities |
- Analyzing Ave Maria'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 Ave Maria's stock is overvalued or undervalued compared to its peers.
- Examining Ave Maria'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 Ave Maria's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ave Maria's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ave Maria's mutual fund. These opinions can provide insight into Ave Maria'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 Ave Maria Rising. 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 unemployment. Note that the Ave Maria Rising information on this page should be used as a complementary analysis to other Ave Maria'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 Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.