Idx Risk Managed Bitcoin Fund Manager Performance Evaluation
| BTIDX Fund | USD 8.09 0.02 0.25% |
The fund retains a Market Volatility (i.e., Beta) of -0.0592, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Idx Risk-managed are expected to decrease at a much lower rate. During the bear market, Idx Risk-managed is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Idx Risk Managed Bitcoin has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 3.5600 |
Idx |
Idx Risk-managed Relative Risk vs. Return Landscape
If you would invest 971.00 in Idx Risk Managed Bitcoin on December 12, 2024 and sell it today you would lose (160.00) from holding Idx Risk Managed Bitcoin or give up 16.48% of portfolio value over 90 days. Idx Risk Managed Bitcoin is currently producing negative expected returns and takes up 2.1256% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Idx, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Idx Risk-managed Current Valuation
Overvalued
Today
Please note that Idx Risk-managed's price fluctuation is somewhat reliable at this time. At this time, the entity appears to be overvalued. Idx Risk Managed retains a regular Real Value of $7.68 per share. The prevalent price of the fund is $8.09. We determine the value of Idx Risk Managed from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Idx Risk-managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Idx Mutual Fund. However, Idx Risk-managed'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 8.09 | Real 7.68 | Hype 8.11 | Naive 8.29 |
The intrinsic value of Idx Risk-managed'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 Idx Risk-managed'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 Idx Risk Managed Bitcoin helps investors to forecast how Idx 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 Idx Risk-managed more accurately as focusing exclusively on Idx Risk-managed's fundamentals will not take into account other important factors: Idx Risk-managed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Idx Risk-managed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Idx Risk Managed Bitcoin, and traders can use it to determine the average amount a Idx Risk-managed'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 = -0.1304
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BTIDX |
Estimated Market Risk
| 2.13 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.28 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Idx Risk-managed 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 Idx Risk-managed by adding Idx Risk-managed to a well-diversified portfolio.
Idx Risk-managed Fundamentals Growth
Idx Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Idx Risk-managed, and Idx Risk-managed 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 Idx Mutual Fund performance.
| Total Asset | 56.21 M | ||||
About Idx Risk-managed Performance
Evaluating Idx Risk-managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Idx Risk-managed 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 Idx Risk-managed 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 adviser pursues its investment strategy through actively managed investments with direct or indirect exposure to bitcoin, ether, or other digital assets. The fund does not invest in bitcoin, ether, or other Digital Assets directly and will not invest in any Digital Assets that are traded OTC, such as pooled investment vehicles or other OTC trusts. The fund is non-diversified.Things to note about Idx Risk Managed performance evaluation
Checking the ongoing alerts about Idx Risk-managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Idx Risk Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Idx Risk Managed generated a negative expected return over the last 90 days | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Idx Risk-managed'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 Idx Risk-managed's stock is overvalued or undervalued compared to its peers.
- Examining Idx Risk-managed'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 Idx Risk-managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Idx Risk-managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Idx Risk-managed's mutual fund. These opinions can provide insight into Idx Risk-managed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Idx Mutual Fund
Idx Risk-managed financial ratios help investors to determine whether Idx 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 Idx with respect to the benefits of owning Idx Risk-managed security.
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