Navian Waycross Longshort Fund Manager Performance Evaluation
| WAYEX Fund | USD 17.79 0.08 0.45% |
The fund secures a Beta (Market Risk) of 0.43, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Navian Waycross' returns are expected to increase less than the market. However, during the bear market, the loss of holding Navian Waycross is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Navian Waycross Longshort are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Navian Waycross is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 31st of August 2020 | |
| Expense Ratio | 2.2900 |
Navian |
Navian Waycross Relative Risk vs. Return Landscape
If you would invest 1,724 in Navian Waycross Longshort on September 24, 2024 and sell it today you would earn a total of 55.00 from holding Navian Waycross Longshort or generate 3.19% return on investment over 90 days. Navian Waycross Longshort is currently producing 0.0502% returns and takes up 0.4747% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Navian, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Navian Waycross Current Valuation
Fairly Valued
Today
Please note that Navian Waycross' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Navian Waycross Longshort secures a last-minute Real Value of $17.76 per share. The latest price of the fund is $17.79. We determine the value of Navian Waycross Longshort from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend 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 Navian Waycross is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Navian Mutual Fund. However, Navian Waycross' 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 17.79 | Real 17.76 | Hype 17.78 | Naive 17.56 |
The intrinsic value of Navian Waycross' 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 Navian Waycross' 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 Navian Waycross Longshort helps investors to forecast how Navian 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 Navian Waycross more accurately as focusing exclusively on Navian Waycross' fundamentals will not take into account other important factors: Navian Waycross Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Navian Waycross' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Navian Waycross Longshort, and traders can use it to determine the average amount a Navian Waycross' 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 = 0.1057
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Estimated Market Risk
| 0.47 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Navian Waycross is performing at about 8% 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 Navian Waycross by adding it to a well-diversified portfolio.
Navian Waycross Fundamentals Growth
Navian Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Navian Waycross, and Navian Waycross 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 Navian Mutual Fund performance.
About Navian Waycross Performance
Evaluating Navian Waycross' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Navian Waycross 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 Navian Waycross 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 in equity securities traded in the United States. The fund seeks to achieve lower risk and volatility by constructing a portfolio of long and short equity positions.Things to note about Navian Waycross Longshort performance evaluation
Checking the ongoing alerts about Navian Waycross for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Navian Waycross Longshort help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Facing Australias Ocean Dangers Damien Riders Transformative 800km Aqua Bike Journey all to raise awareness for mental health - News Hub | |
| The fund keeps about 32.59% of its net assets in cash |
- Analyzing Navian Waycross' 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 Navian Waycross' stock is overvalued or undervalued compared to its peers.
- Examining Navian Waycross' 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 Navian Waycross' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Navian Waycross' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Navian Waycross' mutual fund. These opinions can provide insight into Navian Waycross' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Navian Mutual Fund
Navian Waycross financial ratios help investors to determine whether Navian 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 Navian with respect to the benefits of owning Navian Waycross security.
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