Blackrock Tactical Opportunities Fund Manager Performance Evaluation
| PBAKX Fund | USD 14.82 0.01 0.07% |
The fund shows a Beta (market volatility) of -0.0237, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Blackrock Tactical are expected to decrease at a much lower rate. During the bear market, Blackrock Tactical is likely to outperform the market.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Tactical Opportunities are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Blackrock Tactical is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6900 |
Blackrock |
Blackrock Tactical Relative Risk vs. Return Landscape
If you would invest 1,420 in Blackrock Tactical Opportunities on September 30, 2024 and sell it today you would earn a total of 62.00 from holding Blackrock Tactical Opportunities or generate 4.37% return on investment over 90 days. Blackrock Tactical Opportunities is currently producing 0.0675% returns and takes up 0.3782% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Blackrock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blackrock Tactical Current Valuation
Overvalued
Today
Please note that Blackrock Tactical's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Blackrock Tactical shows a prevailing Real Value of $13.6 per share. The current price of the fund is $14.82. We determine the value of Blackrock Tactical 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 Blackrock Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Tactical'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 14.82 | Real 13.6 | Hype 14.82 |
The intrinsic value of Blackrock Tactical'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 Blackrock Tactical'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 Blackrock Tactical Opportunities helps investors to forecast how Blackrock 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 Blackrock Tactical more accurately as focusing exclusively on Blackrock Tactical's fundamentals will not take into account other important factors: Blackrock Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Tactical Opportunities, and traders can use it to determine the average amount a Blackrock Tactical'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 = 0.1785
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| Cash | PBAKX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Blackrock Tactical is performing at about 14% 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 Blackrock Tactical by adding it to a well-diversified portfolio.
Blackrock Tactical Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Tactical, and Blackrock Tactical 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 Blackrock Mutual Fund performance.
| Total Asset | 1.61 B | ||||
About Blackrock Tactical Performance
Evaluating Blackrock Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Tactical 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 Blackrock Tactical 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 advisor uses a macro asset allocation strategy, investing varying percentages of its portfolio in global stocks, bonds, money market instruments, foreign currencies and cash. The advisor has wide flexibility in the relative weightings given to each category. With respect to its equity investments, the fund may invest in individual equity securities to an unlimited extent. It may invest in common stock, preferred stock, securities convertible into common stock, non-convertible preferred stock and depositary receipts.Things to note about Blackrock Tactical performance evaluation
Checking the ongoing alerts about Blackrock Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 29.31% of its assets in cash |
- Analyzing Blackrock Tactical'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 Blackrock Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Tactical'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 Blackrock Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Tactical's mutual fund. These opinions can provide insight into Blackrock Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Tactical financial ratios help investors to determine whether Blackrock 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 Blackrock with respect to the benefits of owning Blackrock Tactical security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |