Bankers Investment (UK) Manager Performance Evaluation
| BNKR Fund | 114.00 1.00 0.87% |
The fund shows a Beta (market volatility) of -0.0222, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Bankers Investment are expected to decrease at a much lower rate. During the bear market, Bankers Investment is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Bankers Investment Trust has generated negative risk-adjusted returns adding no value to fund investors. In spite of comparatively stable basic indicators, Bankers Investment is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors.
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Bankers |
Bankers Investment Relative Risk vs. Return Landscape
If you would invest 11,379 in Bankers Investment Trust on December 19, 2024 and sell it today you would earn a total of 21.00 from holding Bankers Investment Trust or generate 0.18% return on investment over 90 days. Bankers Investment Trust is generating 0.0082% of daily returns and assumes 1.0253% volatility on return distribution over the 90 days horizon. Simply put, 9% of funds are less volatile than Bankers, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Bankers Investment Current Valuation
Fairly Valued
Today
Please note that Bankers Investment's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Bankers Investment Trust shows a prevailing Real Value of USD115.48 per share. The current price of the fund is USD114.0. We determine the value of Bankers Investment Trust from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued funds and selling overvalued funds since, at some point, fund prices and their ongoing real values will blend.
The fair value of the Bankers fund is determined by what a typical buyer is willing to pay for full or partial control of Bankers Investment Trust. Since Bankers Investment is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bankers Fund. However, Bankers Investment'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 114.0 | Real 115.48 | Hype 114.03 | Naive 113.81 |
The intrinsic value of Bankers Investment'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 Bankers Investment'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 Bankers Investment Trust helps investors to forecast how Bankers 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 Bankers Investment more accurately as focusing exclusively on Bankers Investment's fundamentals will not take into account other important factors: Bankers Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bankers Investment's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Bankers Investment Trust, and traders can use it to determine the average amount a Bankers Investment'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 = 0.008
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BNKR |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bankers Investment is not performing at its full potential. However, 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 Bankers Investment by adding Bankers Investment to a well-diversified portfolio.
Bankers Investment Fundamentals Growth
Bankers Fund prices reflect investors' perceptions of the future prospects and financial health of Bankers Investment, and Bankers Investment 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 Bankers Fund performance.
| Return On Equity | 0.17 | |||
| Return On Asset | 0.0974 | |||
| Profit Margin | 0.94 % | |||
| Operating Margin | 0.92 % | |||
| Current Valuation | 1.42 B | |||
| Shares Outstanding | 1.1 B | |||
| Price To Book | 0.95 X | |||
| Price To Sales | 5.61 X | |||
| Revenue | 244.04 M | |||
| EBITDA | 67.62 M | |||
| Total Debt | 123.76 M | |||
| Book Value Per Share | 1.25 X | |||
| Cash Flow From Operations | 167.68 M | |||
| Earnings Per Share | 0.19 X | |||
| Total Asset | 1.56 B | |||
| Retained Earnings | 1.23 B | |||
About Bankers Investment Performance
Assessing Bankers Investment's fundamental ratios provides investors with valuable insights into Bankers Investment's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Bankers Investment is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Bankers Investment is entity of United Kingdom. It is traded as Fund on LSE exchange.Things to note about Bankers Investment Trust performance evaluation
Checking the ongoing alerts about Bankers Investment for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Bankers Investment Trust 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 all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Bankers Investment'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 Bankers Investment's stock is overvalued or undervalued compared to its peers.
- Examining Bankers Investment'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 Bankers Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bankers Investment's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Bankers Investment's fund. These opinions can provide insight into Bankers Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bankers Fund
Bankers Investment financial ratios help investors to determine whether Bankers 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 Bankers with respect to the benefits of owning Bankers Investment security.
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