Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx Fund Manager Performance Evaluation
| ADEIX Fund | USD 17.35 0.03 0.17% |
The fund holds a Beta of 0.8, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Proxy Voting's returns are expected to increase less than the market. However, during the bear market, the loss of holding Proxy Voting is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx are ranked lower than 26 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Proxy Voting showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Trumps plan to halt payments to the African Development Fund - What it means for Africa - Business Insider Africa | 05/05/2025 |
2 | Opinion Pension funds are underused in financing Africas infrastructure - Devex | 05/13/2025 |
3 | NIH restores grants to South Africa scientists, adds funding option for other halted foreign projects - Science AAAS | 07/03/2025 |
| Expense Ratio Date | 30th of April 2023 | |
| Expense Ratio | 1.1900 |
Proxy |
Proxy Voting Relative Risk vs. Return Landscape
If you would invest 1,487 in Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx on April 21, 2025 and sell it today you would earn a total of 248.00 from holding Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx or generate 16.68% return on investment over 90 days. Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx is currently producing 0.2479% returns and takes up 0.7471% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Proxy, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Proxy Voting Current Valuation
Undervalued
Today
Please note that Proxy Voting's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Proxy Voting Where holds a recent Real Value of $18.02 per share. The prevailing price of the fund is $17.35. We determine the value of Proxy Voting Where from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Proxy Voting is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Proxy Mutual Fund. However, Proxy Voting'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 17.35 | Real 18.02 | Hype 17.35 | Naive 17.15 |
The intrinsic value of Proxy Voting'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 Proxy Voting'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 Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx helps investors to forecast how Proxy 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 Proxy Voting more accurately as focusing exclusively on Proxy Voting's fundamentals will not take into account other important factors: Proxy Voting Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Proxy Voting's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx, and traders can use it to determine the average amount a Proxy Voting'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 = 0.3318
| Best Portfolio | Best Equity | |||
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| Small Returns | ADEIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.25 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 26 74% of assets perform better |
Based on monthly moving average Proxy Voting is performing at about 26% 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 Proxy Voting by adding it to a well-diversified portfolio.
Proxy Voting Fundamentals Growth
Proxy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Proxy Voting, and Proxy Voting 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 Proxy Mutual Fund performance.
About Proxy Voting Performance
Evaluating Proxy Voting's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Proxy Voting has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Proxy Voting has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 80 percent of the assets of the fund will be invested in dividend paying equity securities with attractive dividend growth potential that are selling at discounted valuations at the time of purchase. It will invest predominantly in equity securities of large companies. The Advisor may select companies not domiciled in the U.S. by investing in ADRs limited to 25 percent of the fund.Things to note about Proxy Voting Where performance evaluation
Checking the ongoing alerts about Proxy Voting for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Proxy Voting Where help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: NIH restores grants to South Africa scientists, adds funding option for other halted foreign projects - Science AAAS | |
| The fund holds 99.67% of its assets under management (AUM) in equities |
- Analyzing Proxy Voting'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 Proxy Voting's stock is overvalued or undervalued compared to its peers.
- Examining Proxy Voting'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 Proxy Voting's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Proxy Voting's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Proxy Voting's mutual fund. These opinions can provide insight into Proxy Voting's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Proxy Mutual Fund
Proxy Voting financial ratios help investors to determine whether Proxy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Proxy with respect to the benefits of owning Proxy Voting security.
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