Rbc North American Fund Manager Performance Evaluation
| 0P000075U8 | 45.88 0.07 0.15% |
The fund holds a Beta of 0.26, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rbc North's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rbc North is expected to be smaller as well.
Risk-Adjusted Performance
25 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Rbc North American are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, Rbc North may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...moreRbc |
Rbc North Relative Risk vs. Return Landscape
If you would invest 4,169 in Rbc North American on September 2, 2024 and sell it today you would earn a total of 419.00 from holding Rbc North American or generate 10.05% return on investment over 90 days. Rbc North American is generating 0.1532% of daily returns and assumes 0.4703% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than Rbc, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Rbc North Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc North's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Rbc North American, and traders can use it to determine the average amount a Rbc North'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 = 0.3258
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | 0P000075U8 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.47 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 25 75% of assets perform better |
Based on monthly moving average Rbc North is performing at about 25% 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 Rbc North by adding it to a well-diversified portfolio.
Things to note about Rbc North American performance evaluation
Checking the ongoing alerts about Rbc North for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Rbc North American help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Rbc North's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rbc North's fund performance include:- Analyzing Rbc North'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 North's stock is overvalued or undervalued compared to its peers.
- Examining Rbc North'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 North's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc North's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc North's fund. These opinions can provide insight into Rbc North's potential for growth and whether the stock is currently undervalued or overvalued.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |