AMFAX
Price:
$7.62
Market Cap:
$1.30B
The investment seeks to provide capital appreciation. The adviser expected that no more than 25% of the fund's total assets will be dedicated to initial and variation margin payments relating to the fund's derivative transactions. The advisor expects that under normal market conditions the fund will invest at least 75% of its total assets in money market and other short-term, high-quality securities. The fund will concentrate its investments in the financial services industry, which means it will normally invest at least 25% of its total assets in securities and other obligations of issuers in such industry.
Industry
Asset Management
IPO Date
2010-08-02
Stock Exchange
NASDAQ
Ticker
AMFAX
According to AlphaSimplex Managed Futures Strategy Fund Class A’s latest financial reports and current stock price. The company's current ROE is 3.46%. This represents a change of 25.31% compared to the average of 2.76% of the last 4 quarters.
The mean historical ROE of AlphaSimplex Managed Futures Strategy Fund Class A over the last ten years is 4.19%. The current 3.46% ROE has changed -17.31% with respect to the historical average. Over the past ten years (40 quarters), AMFAX's ROE was at its highest in in the October 2020 quarter at 6.73%. The ROE was at its lowest in in the April 2020 quarter at -4.44%.
Average
4.19%
Median
4.06%
Minimum
-15.62%
Maximum
17.62%
Discovering the peaks and valleys of AlphaSimplex Managed Futures Strategy Fund Class A ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 1.23%
Maximum Annual ROE = 17.62%
Minimum Annual Increase = -458.76%
Minimum Annual ROE = -15.62%
| Year | ROE | Change |
|---|---|---|
| 2023 | 3.47% | -122.21% |
| 2022 | -15.62% | -188.63% |
| 2021 | 17.62% | -458.76% |
| 2020 | -4.91% | -174.81% |
| 2019 | 6.57% | 41.24% |
| 2018 | 4.65% | -70.55% |
| 2017 | 15.79% | 1.23% |
| 2016 | 1.18% | -61.52% |
| 2015 | 3.08% | -69.40% |
| 2014 | 10.06% | -13.83% |
The current ROE of AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
1.82%
5-year avg
1.43%
10-year avg
4.19%
AlphaSimplex Managed Futures Strategy Fund Class A’s ROE is greater than Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (0%), greater than Boston Trust Walden Small Cap Fund (-1.34%), greater than Salient MLP & Energy Infrastructure Fund, Class A (0%), greater than Natixis Funds Trust I U.S. Equity Opportunities Fund (0%), greater than Schwab Target 2050 Index Fund Institutional Shares (0%), greater than Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (0%), greater than Harbor Large Cap Value Fund Institutional Class (0%), greater than JOHCM Emerging Markets Opportunities Fund - Investor Shares (0%), greater than Allspring Index Asset Allocation Fund Class A (0%), greater than Touchstone Small Company Fund Class A (0%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $1.31B | |
| -1.34% | $1.28B | |
| 0% | $1.28B | |
| 0% | $1.31B | |
| 0% | $1.30B | |
| 0% | $1.26B | |
| 0% | $1.36B | |
| 0% | $1.35B | |
| 0% | $1.28B | |
| 0% | $1.33B |
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like AlphaSimplex Managed Futures Strategy Fund Class A using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
The easiest way to analyze a company like AlphaSimplex Managed Futures Strategy Fund Class A or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
What is the ROE?
How can you use the ROE?
What is AlphaSimplex Managed Futures Strategy Fund Class A's ROE?
How is the ROE calculated for AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX)?
What is the highest ROE for AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX)?
What is the 3-year average ROE for AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX)?
What is the 5-year average ROE for AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX)?
How does the current ROE for AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX) compare to its historical average?