Inverse Mid Cap Strategy Fund Manager Performance Evaluation
| RYCLX Fund | USD 32.80 0.32 0.99% |
The fund retains a Market Volatility (i.e., Beta) of -0.4, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Inverse Mid are expected to decrease at a much lower rate. During the bear market, Inverse Mid is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Inverse Mid Cap Strategy 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 essential 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 | 1.5900 |
Inverse |
Inverse Mid Relative Risk vs. Return Landscape
If you would invest 4,161 in Inverse Mid Cap Strategy on September 29, 2024 and sell it today you would lose (881.00) from holding Inverse Mid Cap Strategy or give up 21.17% of portfolio value over 90 days. Inverse Mid Cap Strategy is currently producing negative expected returns and takes up 5.0445% volatility of returns over 90 trading days. Put another way, 44% of traded mutual funds are less volatile than Inverse, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Inverse Mid Current Valuation
Undervalued
Today
Please note that Inverse Mid's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Inverse Mid Cap retains a regular Real Value of $33.77 per share. The prevalent price of the fund is $32.8. We determine the value of Inverse Mid Cap 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 Inverse Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inverse Mutual Fund. However, Inverse Mid'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 32.8 | Real 33.77 | Hype 32.8 |
The intrinsic value of Inverse Mid'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 Inverse Mid'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 Inverse Mid Cap Strategy helps investors to forecast how Inverse 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 Inverse Mid more accurately as focusing exclusively on Inverse Mid's fundamentals will not take into account other important factors: Inverse Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inverse Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Inverse Mid Cap Strategy, and traders can use it to determine the average amount a Inverse Mid'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 = -0.0495
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RYCLX |
Estimated Market Risk
| 5.04 actual daily | 44 56% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Inverse Mid 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 Inverse Mid by adding Inverse Mid to a well-diversified portfolio.
Inverse Mid Fundamentals Growth
Inverse Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inverse Mid, and Inverse Mid 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 Inverse Mutual Fund performance.
| Total Asset | 3.36 M | ||||
About Inverse Mid Performance
Evaluating Inverse Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inverse Mid 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 Inverse Mid 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 will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. The index is a modified capitalization-weighted index composed of 400 mid-cap stocks chosen by Standard Poors Corporation for market size, liquidity, and industry group representation. The fund is non-diversified.Things to note about Inverse Mid Cap performance evaluation
Checking the ongoing alerts about Inverse Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inverse Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Inverse Mid Cap generated a negative expected return over the last 90 days | |
| Inverse Mid Cap has high historical volatility and very poor performance | |
| This fund generated-14.0 ten year return of -14.0% | |
| Inverse Mid maintains about 94.39% of its assets in cash |
- Analyzing Inverse Mid'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 Inverse Mid's stock is overvalued or undervalued compared to its peers.
- Examining Inverse Mid'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 Inverse Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inverse Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inverse Mid's mutual fund. These opinions can provide insight into Inverse Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Inverse Mutual Fund
Inverse Mid financial ratios help investors to determine whether Inverse 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 Inverse with respect to the benefits of owning Inverse Mid security.
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