Barings Emerging Markets Fund Manager Performance Evaluation
| BXEIX Fund | USD 7.56 0.02 0.26% |
The fund shows a Beta (market volatility) of 0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Barings Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Barings Emerging is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Barings Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Barings Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8900 |
Barings |
Barings Emerging Relative Risk vs. Return Landscape
If you would invest 770.00 in Barings Emerging Markets on September 18, 2024 and sell it today you would lose (14.00) from holding Barings Emerging Markets or give up 1.82% of portfolio value over 90 days. Barings Emerging Markets is currently producing negative expected returns and takes up 0.2979% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Barings, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Barings Emerging Current Valuation
Fairly Valued
Today
Please note that Barings Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Barings Emerging Markets shows a prevailing Real Value of $7.61 per share. The current price of the fund is $7.56. We determine the value of Barings Emerging Markets from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we 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 Barings Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Barings Mutual Fund. However, Barings Emerging'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 7.56 | Real 7.61 | Hype 7.68 |
The intrinsic value of Barings Emerging'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 Barings Emerging'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 Barings Emerging Markets helps investors to forecast how Barings 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 Barings Emerging more accurately as focusing exclusively on Barings Emerging's fundamentals will not take into account other important factors: Barings Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barings Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Barings Emerging Markets, and traders can use it to determine the average amount a Barings Emerging'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 = -0.0963
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BXEIX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Barings Emerging 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 Barings Emerging by adding Barings Emerging to a well-diversified portfolio.
Barings Emerging Fundamentals Growth
Barings Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Barings Emerging, and Barings Emerging 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 Barings Mutual Fund performance.
| Total Asset | 139.14 M | ||||
About Barings Emerging Performance
Evaluating Barings Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Barings Emerging 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 Barings Emerging 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 will invest at least 80 percent of its net assets in securities denominated in currencies of the emerging market countries, fixed income securities or debt instruments issued by emerging market entities or sovereign nations, andor debt instruments denominated in or based on the currencies, interest rates, or issues of emerging market countries.Things to note about Barings Emerging Markets performance evaluation
Checking the ongoing alerts about Barings Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Barings Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Barings Emerging generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: BlackRock Target Allocation Funds Q3 2024 Commentary - Seeking Alpha | |
| The fund generated three year return of -2.0% | |
| Barings Emerging Markets holds about 161.41% of its assets under management (AUM) in fixed income securities |
- Analyzing Barings Emerging'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 Barings Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Barings Emerging'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 Barings Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barings Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Barings Emerging's mutual fund. These opinions can provide insight into Barings Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Barings Mutual Fund
Barings Emerging financial ratios help investors to determine whether Barings 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 Barings with respect to the benefits of owning Barings Emerging security.
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