Rbc Bluebay Emerging Fund Manager Performance Evaluation
| RECAX Fund | USD 12.09 0.02 0.17% |
The fund holds a Beta of 0.13, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rbc Bluebay's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rbc Bluebay is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Rbc Bluebay Emerging has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 0.0400 |
Rbc |
Rbc Bluebay Relative Risk vs. Return Landscape
If you would invest 1,386 in Rbc Bluebay Emerging on September 26, 2024 and sell it today you would lose (177.00) from holding Rbc Bluebay Emerging or give up 12.77% of portfolio value over 90 days. Rbc Bluebay Emerging is currently producing negative expected returns and takes up 0.9163% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Rbc, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rbc Bluebay Current Valuation
Fairly Valued
Today
Please note that Rbc Bluebay's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Rbc Bluebay Emerging holds a recent Real Value of $12.25 per share. The prevailing price of the fund is $12.09. We determine the value of Rbc Bluebay Emerging from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support 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 Rbc Bluebay is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbc Mutual Fund. However, Rbc Bluebay'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 12.09 | Real 12.25 | Hype 12.09 |
The intrinsic value of Rbc Bluebay'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 Rbc Bluebay'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 Rbc Bluebay Emerging helps investors to forecast how Rbc 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 Rbc Bluebay more accurately as focusing exclusively on Rbc Bluebay's fundamentals will not take into account other important factors: Rbc Bluebay Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc Bluebay's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbc Bluebay Emerging, and traders can use it to determine the average amount a Rbc Bluebay'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 = -0.2319
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RECAX |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.21 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.23 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Rbc Bluebay 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 Rbc Bluebay by adding Rbc Bluebay to a well-diversified portfolio.
Rbc Bluebay Fundamentals Growth
Rbc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rbc Bluebay, and Rbc Bluebay 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 Rbc Mutual Fund performance.
| Total Asset | 26.86 M | ||||
About Rbc Bluebay Performance
Evaluating Rbc Bluebay's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbc Bluebay 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 Rbc Bluebay 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 investment objective by investing, under normal circumstances, at least 80 percent of its assets in equity securities economically tied to emerging market countries . It will typically invest in 40 to 60 equity securities issued by mid- to large-capitalization companies. The equity securities in which the fund may invest include common stock, preferred stock, convertible securities, American Depositary Receipts, European Depositary Receipts, Global Depositary Receipts, warrants, rights and initial public offerings.Things to note about Rbc Bluebay Emerging performance evaluation
Checking the ongoing alerts about Rbc Bluebay for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbc Bluebay Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rbc Bluebay Emerging generated a negative expected return over the last 90 days | |
| The fund maintains about 86.87% of its assets in bonds |
- Analyzing Rbc Bluebay'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 Rbc Bluebay's stock is overvalued or undervalued compared to its peers.
- Examining Rbc Bluebay'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 Rbc Bluebay's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc Bluebay's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc Bluebay's mutual fund. These opinions can provide insight into Rbc Bluebay's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rbc Mutual Fund
Rbc Bluebay financial ratios help investors to determine whether Rbc 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 Rbc with respect to the benefits of owning Rbc Bluebay security.
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