Enrolled Investment Option Fund Manager Performance Evaluation
| UTAWX Fund | USD 10.32 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.1, which means not very significant fluctuations relative to the market. As returns on the market increase, Enrolled Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Enrolled Investment is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Enrolled Investment Option are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Enrolled Investment is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreEnrolled |
Enrolled Investment Relative Risk vs. Return Landscape
If you would invest 1,029 in Enrolled Investment Option on December 16, 2024 and sell it today you would earn a total of 3.00 from holding Enrolled Investment Option or generate 0.29% return on investment over 90 days. Enrolled Investment Option is currently producing 0.005% returns and takes up 0.1912% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Enrolled, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Enrolled Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Enrolled Investment's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Enrolled Investment Option, and traders can use it to determine the average amount a Enrolled Investment'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 = 0.0259
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UTAWX |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Enrolled Investment is performing at about 2% 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 Enrolled Investment by adding it to a well-diversified portfolio.
About Enrolled Investment Performance
Evaluating Enrolled Investment's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Enrolled Investment 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 Enrolled Investment 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.
Enrolled Investment is entity of United States. It is traded as Fund on NASDAQ exchange.Things to note about Enrolled Investment performance evaluation
Checking the ongoing alerts about Enrolled Investment for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Enrolled Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Enrolled Investment's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Enrolled Investment's mutual fund performance include:- Analyzing Enrolled Investment'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 Enrolled Investment's stock is overvalued or undervalued compared to its peers.
- Examining Enrolled Investment'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 Enrolled Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Enrolled Investment's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Enrolled Investment's mutual fund. These opinions can provide insight into Enrolled Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Enrolled Mutual Fund
Enrolled Investment financial ratios help investors to determine whether Enrolled 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 Enrolled with respect to the benefits of owning Enrolled Investment security.
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