Nasdaq 100 Index Fund Manager Performance Evaluation
| NDXKX Fund | USD 37.58 0.11 0.29% |
The fund secures a Beta (Market Risk) of 0.88, which conveys possible diversification benefits within a given portfolio. Nasdaq-100 Index returns are very sensitive to returns on the market. As the market goes up or down, Nasdaq-100 Index is expected to follow.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Nasdaq 100 Index Fund are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Nasdaq-100 Index is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7700 |
Nasdaq-100 |
Nasdaq-100 Index Relative Risk vs. Return Landscape
If you would invest 3,643 in Nasdaq 100 Index Fund on September 5, 2024 and sell it today you would earn a total of 115.00 from holding Nasdaq 100 Index Fund or generate 3.16% return on investment over 90 days. Nasdaq 100 Index Fund is currently producing 0.0581% returns and takes up 1.377% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Nasdaq-100, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nasdaq-100 Index Current Valuation
Fairly Valued
Today
Please note that Nasdaq-100 Index's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nasdaq 100 Index secures a last-minute Real Value of $37.8 per share. The latest price of the fund is $37.58. We determine the value of Nasdaq 100 Index from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Nasdaq-100 Index is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nasdaq-100 Mutual Fund. However, Nasdaq-100 Index'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 37.58 | Real 37.8 | Hype 37.58 | Naive 36.19 |
The intrinsic value of Nasdaq-100 Index'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 Nasdaq-100 Index'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 Nasdaq 100 Index Fund helps investors to forecast how Nasdaq-100 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 Nasdaq-100 Index more accurately as focusing exclusively on Nasdaq-100 Index's fundamentals will not take into account other important factors: Nasdaq-100 Index Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nasdaq-100 Index's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nasdaq 100 Index Fund, and traders can use it to determine the average amount a Nasdaq-100 Index'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 = 0.0422
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | NDXKX | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.38 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Nasdaq-100 Index 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 Nasdaq-100 Index by adding it to a well-diversified portfolio.
Nasdaq-100 Index Fundamentals Growth
Nasdaq-100 Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nasdaq-100 Index, and Nasdaq-100 Index 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 Nasdaq-100 Mutual Fund performance.
| Price To Earning | 21.39 X | ||||
| Price To Book | 4.56 X | ||||
| Price To Sales | 2.82 X | ||||
| Total Asset | 882.77 M | ||||
About Nasdaq-100 Index Performance
Evaluating Nasdaq-100 Index's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nasdaq-100 Index 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 Nasdaq-100 Index 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.
Under normal market conditions, the funds policy to invest at least 80 percent of its total assets in the stocks comprising the index. It is passively managed. The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization.Things to note about Nasdaq 100 Index performance evaluation
Checking the ongoing alerts about Nasdaq-100 Index for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nasdaq 100 Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Nasdaq-100 Index's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Nasdaq-100 Index's mutual fund performance include:- Analyzing Nasdaq-100 Index'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 Nasdaq-100 Index's stock is overvalued or undervalued compared to its peers.
- Examining Nasdaq-100 Index'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 Nasdaq-100 Index's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nasdaq-100 Index's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nasdaq-100 Index's mutual fund. These opinions can provide insight into Nasdaq-100 Index's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nasdaq-100 Mutual Fund
Nasdaq-100 Index financial ratios help investors to determine whether Nasdaq-100 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 Nasdaq-100 with respect to the benefits of owning Nasdaq-100 Index security.
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