Empiric 2500 Fund Manager Performance Evaluation
| EMCAX Fund | USD 67.00 0.64 0.96% |
The fund shows a Beta (market volatility) of 1.16, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Empiric 2500 will likely underperform.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Empiric 2500 Fund are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Empiric 2500 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Richard Stallman Biography, Free Software Foundation, Facts - Britannica | 11/04/2024 |
| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 2.1700 |
Empiric |
Empiric 2500 Relative Risk vs. Return Landscape
If you would invest 6,551 in Empiric 2500 Fund on September 27, 2024 and sell it today you would earn a total of 149.00 from holding Empiric 2500 Fund or generate 2.27% return on investment over 90 days. Empiric 2500 Fund is currently producing 0.0412% returns and takes up 1.059% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Empiric, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Empiric 2500 Current Valuation
Fairly Valued
Today
Please note that Empiric 2500's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Empiric 2500 shows a prevailing Real Value of $67.07 per share. The current price of the fund is $67.0. We determine the value of Empiric 2500 from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Empiric 2500 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Empiric Mutual Fund. However, Empiric 2500'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 67.0 | Real 67.07 | Hype 67.0 | Naive 66.46 |
The intrinsic value of Empiric 2500'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 Empiric 2500'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 Empiric 2500 Fund helps investors to forecast how Empiric 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 Empiric 2500 more accurately as focusing exclusively on Empiric 2500's fundamentals will not take into account other important factors: Empiric 2500 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Empiric 2500's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Empiric 2500 Fund, and traders can use it to determine the average amount a Empiric 2500'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 = 0.0389
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EMCAX |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Empiric 2500 is performing at about 3% 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 Empiric 2500 by adding it to a well-diversified portfolio.
Empiric 2500 Fundamentals Growth
Empiric Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Empiric 2500, and Empiric 2500 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 Empiric Mutual Fund performance.
| Price To Earning | 14.95 X | ||||
| Price To Book | 3.02 X | ||||
| Price To Sales | 0.90 X | ||||
| Total Asset | 23.64 M | ||||
About Empiric 2500 Performance
Evaluating Empiric 2500's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Empiric 2500 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 Empiric 2500 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 seeks to achieve its objective by primarily investing in the equity securities of domestic small and mid-capitalization growth companies. It seeks capital appreciation by investing in companies that the Advisor believes are undervalued and that have characteristics the Advisor deems will likely cause those stocks to appreciate in the near future.Things to note about Empiric 2500 performance evaluation
Checking the ongoing alerts about Empiric 2500 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Empiric 2500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 8.56% of its assets under management (AUM) in cash |
- Analyzing Empiric 2500'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 Empiric 2500's stock is overvalued or undervalued compared to its peers.
- Examining Empiric 2500'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 Empiric 2500's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Empiric 2500's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Empiric 2500's mutual fund. These opinions can provide insight into Empiric 2500's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Empiric Mutual Fund
Empiric 2500 financial ratios help investors to determine whether Empiric 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 Empiric with respect to the benefits of owning Empiric 2500 security.
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