TERIX Mutual Fund Manager Performance Evaluation

TERIX
 Fund
  

USD 24.12  0.06  0.25%   

The fund shows a Beta (market volatility) of 0.032, which signifies not very significant fluctuations relative to the market. Let's try to break down what TERIX's beta means in this case. As returns on the market increase, All Terrain returns are expected to increase less than the market. However, during the bear market, the loss on holding All Terrain will be expected to be smaller as well. Although it is important to respect All Terrain Opportunity historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing All Terrain Opportunity technical indicators, you can presently evaluate if the expected return of 0.0143% will be sustainable into the future.
  
TERIX Performance
3 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in All Terrain Opportunity are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, All Terrain is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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TERIX Price Channel

Fifty Two Week Low23.31
Fifty Two Week High26.56
Annual Report Expense Ratio1.93%

All Terrain Relative Risk vs. Return Landscape

If you would invest  2,368  in All Terrain Opportunity on May 13, 2022 and sell it today you would earn a total of  20.00  from holding All Terrain Opportunity or generate 0.84% return on investment over 90 days. All Terrain Opportunity is currently producing 0.0143% returns and takes up 0.3113% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than TERIX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon All Terrain is expected to generate 4.48 times less return on investment than the market. But when comparing it to its historical volatility, the company is 4.05 times less risky than the market. It trades about 0.05 of its potential returns per unit of risk. The DOW is currently generating roughly 0.05 of returns per unit of risk over similar time horizon.

All Terrain Current Valuation

Fairly Valued
Today 24.12
Please note that All Terrain's price fluctuation is very steady at this time.
All Terrain Opportunity shows a prevailing Real Value of $23.81 per share. The current price of the fund is $24.12. At this time, the entity appears to be fairly valued. We determine the value of All Terrain Opportunity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued instruments and dropping overvalued instruments since, at some point, stock prices and their ongoing real values will blend.
Our valuation method for All Terrain Opportunity is useful when determining the fair value of the TERIX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of All Terrain. Since All Terrain is currently traded on the exchange, buyers and sellers on that exchange determine the market value of TERIX Mutual Fund. However, All Terrain'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.
23.81
Real Value
24.12
Upside
Estimating the potential upside or downside of All Terrain Opportunity helps investors to forecast how TERIX 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 All Terrain more accurately as focusing exclusively on All Terrain's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
23.8123.8723.92
Details
Hype
Prediction
LowEstimated ValueHigh
23.5723.8824.19
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.360.360.36
Details

All Terrain Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for All Terrain's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as All Terrain Opportunity, and traders can use it to determine the average amount a All Terrain'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 = 0.0458

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Negative ReturnsTERIX
Estimated Market Risk
 0.31
  actual daily
 
 2 %
of total potential
 
22
Expected Return
 0.01
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.05
  actual daily
 
 3 %
of total potential
 
33
Based on monthly moving average All Terrain is performing at about 3% 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 All Terrain by adding it to a well-diversified portfolio.

About All Terrain Performance

To evaluate All Terrain Opportunity 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 All Terrain 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 TERIX 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 All Terrain Opportunity stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents TERIX'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 make investments that the funds advisors believe offer a high probability of return, or, alternatively, a high degree of safety during uncertain market conditions. These investments include domestic and foreign equity securities of companies with market capitalizations over 200 million, and fixed income securities of domestic and foreign issuers of any credit quality and duration, including U.S. Treasury securities, corporate bonds, mortgage-backed securities and other fixed income securities.

Things to note about All Terrain Opportunity

Checking the ongoing alerts about All Terrain for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for All Terrain Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

All Terrain Alerts

Equity Alerts and Improvement Suggestions

All Terrain is unlikely to experience financial distress in the next 2 years
The fund maintains about 41.05% of its assets in cash
Additionally, take a look at World Market Map. Note that the All Terrain Opportunity information on this page should be used as a complementary analysis to other All Terrain'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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for TERIX Mutual Fund analysis

When running All Terrain Opportunity price analysis, check to measure All Terrain'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 All Terrain is operating at the current time. Most of All Terrain's value examination focuses on studying past and present price action to predict the probability of All Terrain's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move All Terrain's price. Additionally, you may evaluate how the addition of All Terrain to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between All Terrain's value and its price as these two are different measures arrived at by different means. Investors typically determine All Terrain value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, All Terrain's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.