Enterprise Portfolio Institutional Fund Manager Performance Evaluation
| JAAGX Fund | USD 80.84 1.70 2.15% |
The fund shows a Beta (market volatility) of 0.83, which means possible diversification benefits within a given portfolio. As returns on the market increase, Enterprise Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Enterprise Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Enterprise Portfolio Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Enterprise Portfolio is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreEnterprise |
Enterprise Portfolio Relative Risk vs. Return Landscape
If you would invest 8,386 in Enterprise Portfolio Institutional on December 18, 2024 and sell it today you would lose (302.00) from holding Enterprise Portfolio Institutional or give up 3.6% of portfolio value over 90 days. Enterprise Portfolio Institutional is currently producing negative expected returns and takes up 0.9376% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Enterprise, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Enterprise Portfolio Current Valuation
Fairly Valued
Today
Please note that Enterprise Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Enterprise Portfolio shows a prevailing Real Value of $81.63 per share. The current price of the fund is $80.84. We determine the value of Enterprise Portfolio 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 Enterprise Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Enterprise Mutual Fund. However, Enterprise Portfolio'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 80.84 | Real 81.63 | Hype 80.84 | Naive 79.88 |
The intrinsic value of Enterprise Portfolio'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 Enterprise Portfolio'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 Enterprise Portfolio Institutional helps investors to forecast how Enterprise 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 Enterprise Portfolio more accurately as focusing exclusively on Enterprise Portfolio's fundamentals will not take into account other important factors: Enterprise Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Enterprise Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Enterprise Portfolio Institutional, and traders can use it to determine the average amount a Enterprise Portfolio'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 = -0.0617
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JAAGX |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Enterprise Portfolio 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 Enterprise Portfolio by adding Enterprise Portfolio to a well-diversified portfolio.
Enterprise Portfolio Fundamentals Growth
Enterprise Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Enterprise Portfolio, and Enterprise Portfolio 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 Enterprise Mutual Fund performance.
| Price To Earning | 4.92 X | ||||
| Price To Book | 4.31 X | ||||
| Price To Sales | 1.94 X | ||||
| Total Asset | 1.78 B | ||||
About Enterprise Portfolio Performance
Evaluating Enterprise Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Enterprise Portfolio 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 Enterprise Portfolio 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 Portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50 percent of its equity assets in medium-sized companies. The Portfolio considers medium-sized companies to be those whose market capitalization falls within the range of companies in the Russell Midcap Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities.Things to note about Enterprise Portfolio performance evaluation
Checking the ongoing alerts about Enterprise Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Enterprise Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Enterprise Portfolio generated a negative expected return over the last 90 days | |
| The fund retains 96.01% of its assets under management (AUM) in equities |
- Analyzing Enterprise Portfolio'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 Enterprise Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Enterprise Portfolio'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 Enterprise Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Enterprise Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Enterprise Portfolio's mutual fund. These opinions can provide insight into Enterprise Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Enterprise Mutual Fund
Enterprise Portfolio financial ratios help investors to determine whether Enterprise 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 Enterprise with respect to the benefits of owning Enterprise Portfolio security.
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