Rbc Global Technology Fund Manager Performance Evaluation
| 0P000075UM | 22.69 0.38 1.70% |
The entity owns a Beta (Systematic Risk) of 0.0498, which implies not very significant fluctuations relative to the market. As returns on the market increase, RBC Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding RBC Global is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days RBC Global Technology has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreRBC |
RBC Global Relative Risk vs. Return Landscape
If you would invest 2,476 in RBC Global Technology on December 26, 2024 and sell it today you would lose (207.00) from holding RBC Global Technology or give up 8.36% of portfolio value over 90 days. RBC Global Technology is generating negative expected returns and assumes 1.4459% volatility on return distribution over the 90 days horizon. Simply put, 12% of funds are less volatile than RBC, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
RBC Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for RBC Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as RBC Global Technology, and traders can use it to determine the average amount a RBC Global'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 = -0.0918
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P000075UM |
Estimated Market Risk
| 1.45 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average RBC Global 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 Global by adding RBC Global to a well-diversified portfolio.
About RBC Global Performance
By analyzing RBC Global's fundamental ratios, stakeholders can gain valuable insights into RBC Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if RBC Global 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 Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about RBC Global Technology performance evaluation
Checking the ongoing alerts about RBC Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for RBC Global Technology help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| RBC Global generated a negative expected return over the last 90 days |
- Analyzing RBC Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining RBC Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of RBC Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of RBC Global's fund. These opinions can provide insight into RBC Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in RBC Fund
RBC Global financial ratios help investors to determine whether RBC 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 Global security.
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