Avantis Large Cap Fund Manager Performance Evaluation
| ALCEX Fund | 15.83 0.12 0.76% |
The fund shows a Beta (market volatility) of 1.01, which signifies a somewhat significant risk relative to the market. Avantis Large returns are very sensitive to returns on the market. As the market goes up or down, Avantis Large is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Avantis Large Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Avantis Large may actually be approaching a critical reversion point that can send shares even higher in January 2026.
...more1 | Alex Knapp Norways sovereign fund to be a more nimble real estate investor - IPE Real Assets | 12/10/2025 |
Avantis |
Avantis Large Relative Risk vs. Return Landscape
If you would invest 1,459 in Avantis Large Cap on September 22, 2025 and sell it today you would earn a total of 124.00 from holding Avantis Large Cap or generate 8.5% return on investment over 90 days. Avantis Large Cap is currently producing 0.1294% returns and takes up 0.8825% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Avantis, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Avantis Large Current Valuation
Fairly Valued
Today
Please note that Avantis Large's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Avantis Large Cap shows a prevailing Real Value of USD15.65 per share. The current price of the fund is USD15.83. Our model approximates the value of Avantis Large Cap from analyzing the entity technical indicators and probability of bankruptcy. In general, investors favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Avantis Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Avantis Mutual Fund. However, Avantis Large'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 15.83 | Real 15.65 | Hype 15.83 | Naive 15.53 |
The intrinsic value of Avantis Large'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 Avantis Large'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 Avantis Large Cap helps investors to forecast how Avantis 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 Avantis Large more accurately as focusing exclusively on Avantis Large's fundamentals will not take into account other important factors: Avantis Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Avantis Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Avantis Large Cap, and traders can use it to determine the average amount a Avantis Large'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 = 0.1466
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| Cash | ALCEX | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Avantis Large is performing at about 11% 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 Avantis Large by adding it to a well-diversified portfolio.
Avantis Large Fundamentals Growth
Avantis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Avantis Large, and Avantis Large 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 Avantis Mutual Fund performance.
About Avantis Large Performance
Evaluating Avantis Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Avantis Large 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 Avantis Large 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.
The fund invests primarily in a diverse group of U.S. large-cap companies across market sectors and industry groups. It seeks securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics. Conversely, the fund seeks to underweight or exclude securities the Advisor expects to have lower returns, such as securities of companies with lower levels of profitability and less attractive value characteristics.Things to note about Avantis Large Cap performance evaluation
Checking the ongoing alerts about Avantis Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Avantis Large Cap 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: Alex Knapp Norways sovereign fund to be a more nimble real estate investor - IPE Real Assets | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Avantis Large'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 Avantis Large's stock is overvalued or undervalued compared to its peers.
- Examining Avantis Large'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 Avantis Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Avantis Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Avantis Large's mutual fund. These opinions can provide insight into Avantis Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Avantis Mutual Fund
Avantis Large financial ratios help investors to determine whether Avantis 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 Avantis with respect to the benefits of owning Avantis Large security.
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