Rbc Smid Cap Fund Manager Performance Evaluation
| TMCAX Fund | USD 12.78 0.21 1.67% |
The fund holds a Beta of 0.19, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rbc Smid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rbc Smid is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Rbc Smid Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Rbc Smid 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 | 8th of February 2023 | |
| Expense Ratio | 1.0700 |
Rbc |
Rbc Smid Relative Risk vs. Return Landscape
If you would invest 1,287 in Rbc Smid Cap on October 5, 2024 and sell it today you would lose (26.00) from holding Rbc Smid Cap or give up 2.02% of portfolio value over 90 days. Rbc Smid Cap is currently producing negative expected returns and takes up 1.092% volatility of returns over 90 trading days. Put another way, 9% 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 Smid Current Valuation
Fairly Valued
Today
Please note that Rbc Smid's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Rbc Smid Cap holds a recent Real Value of $12.87 per share. The prevailing price of the fund is $12.78. We determine the value of Rbc Smid Cap 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 Smid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbc Mutual Fund. However, Rbc Smid'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 12.78 | Real 12.87 | Hype 12.78 | Naive 12.75 |
The intrinsic value of Rbc Smid'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 Smid'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 Smid Cap 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 Smid more accurately as focusing exclusively on Rbc Smid's fundamentals will not take into account other important factors: Rbc Smid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc Smid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbc Smid Cap, and traders can use it to determine the average amount a Rbc Smid'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 = -0.0253
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TMCAX |
Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Rbc Smid 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 Smid by adding Rbc Smid to a well-diversified portfolio.
Rbc Smid Fundamentals Growth
Rbc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rbc Smid, and Rbc Smid 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.
| Price To Earning | 28.57 X | |||
| Price To Book | 3.70 X | |||
| Price To Sales | 1.68 X | |||
| Total Asset | 12.67 M | |||
About Rbc Smid Performance
Evaluating Rbc Smid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbc Smid 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 Smid 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 long-term capital appreciation by normally investing at least 80 percent of its assets in common stocks of small- and mid-capitalization growth companies that fall within the market capitalization range of the Russell 2500 Growth Index at the time of investment. The advisor uses a bottom-up investment approach employing fundamental analysis to identify individual companies for inclusion in the funds portfolio.Things to note about Rbc Smid Cap performance evaluation
Checking the ongoing alerts about Rbc Smid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbc Smid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rbc Smid Cap generated a negative expected return over the last 90 days | |
| The fund maintains 97.68% of its assets in stocks |
- Analyzing Rbc Smid'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 Smid's stock is overvalued or undervalued compared to its peers.
- Examining Rbc Smid'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 Smid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc Smid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc Smid's mutual fund. These opinions can provide insight into Rbc Smid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rbc Mutual Fund
Rbc Smid 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 Smid security.
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