International Opportunity Portfolio Fund Manager Performance Evaluation
| MIOPX Fund | USD 27.93 0.08 0.29% |
The fund retains a Market Volatility (i.e., Beta) of 0.2, which attests to not very significant fluctuations relative to the market. As returns on the market increase, International Opportunity's returns are expected to increase less than the market. However, during the bear market, the loss of holding International Opportunity is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days International Opportunity Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, International Opportunity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.2600 |
International |
International Opportunity Relative Risk vs. Return Landscape
If you would invest 2,812 in International Opportunity Portfolio on October 22, 2024 and sell it today you would lose (19.00) from holding International Opportunity Portfolio or give up 0.68% of portfolio value over 90 days. International Opportunity Portfolio is currently producing negative expected returns and takes up 0.8059% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than International, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
International Opportunity Current Valuation
Fairly Valued
Today
Please note that International Opportunity's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. International Opportunity retains a regular Real Value of $27.98 per share. The prevalent price of the fund is $27.93. We determine the value of International Opportunity 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 International Opportunity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of International Mutual Fund. However, International Opportunity'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 27.93 | Real 27.98 | Hype 27.93 | Naive 28.49 |
The intrinsic value of International Opportunity'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 International Opportunity'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 International Opportunity Portfolio helps investors to forecast how International 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 International Opportunity more accurately as focusing exclusively on International Opportunity's fundamentals will not take into account other important factors: International Opportunity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for International Opportunity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as International Opportunity Portfolio, and traders can use it to determine the average amount a International Opportunity'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 = -0.0098
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MIOPX |
Estimated Market Risk
| 0.81 actual daily | 7 93% 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 International Opportunity 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 International Opportunity by adding International Opportunity to a well-diversified portfolio.
International Opportunity Fundamentals Growth
International Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of International Opportunity, and International Opportunity 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 International Mutual Fund performance.
| Price To Earning | 29.37 X | |||
| Price To Book | 4.41 X | |||
| Price To Sales | 2.04 X | |||
| Total Asset | 242.7 M | |||
About International Opportunity Performance
Evaluating International Opportunity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if International Opportunity 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 International Opportunity 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 invests primarily in established and emerging companies on an international basis, with capitalizations within the range of companies included in the MSCI All Country World ex USA Index. It invests primarily in securities of companies located in Europe, Japan, Asia, the Pacific Basin, Latin America, the Middle East and Africa. The fund may also invest in securities of companies located in the United States to a limited extent.Things to note about International Opportunity performance evaluation
Checking the ongoing alerts about International Opportunity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for International Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| International Opportunity generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| International Opportunity maintains 98.28% of its assets in stocks |
- Analyzing International Opportunity'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 International Opportunity's stock is overvalued or undervalued compared to its peers.
- Examining International Opportunity'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 International Opportunity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of International Opportunity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of International Opportunity's mutual fund. These opinions can provide insight into International Opportunity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in International Mutual Fund
International Opportunity financial ratios help investors to determine whether International 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 International with respect to the benefits of owning International Opportunity security.
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