Blue Current Global Fund Manager Performance Evaluation
| BCGDX Fund | USD 16.29 0.10 0.62% |
The fund shows a Beta (market volatility) of 0.59, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Blue Current's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blue Current is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Blue Current Global are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Blue Current 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 | 29th of December 2022 | |
| Expense Ratio | 1.0000 |
Blue |
Blue Current Relative Risk vs. Return Landscape
If you would invest 1,609 in Blue Current Global on September 3, 2024 and sell it today you would earn a total of 20.00 from holding Blue Current Global or generate 1.24% return on investment over 90 days. Blue Current Global is currently producing 0.021% returns and takes up 0.5834% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Blue, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blue Current Current Valuation
Undervalued
Today
Please note that Blue Current's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Blue Current Global prevailing Real Value cannot be determined due to lack of data. The current price of Blue Current Global is $16.29. We determine the value of Blue Current Global from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Blue Current is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blue Mutual Fund. However, Blue Current'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 16.29 | Real 0.0 | Hype 0.0 | Naive 16.38 |
The intrinsic value of Blue Current'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 Blue Current'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 Blue Current Global helps investors to forecast how Blue 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 Blue Current more accurately as focusing exclusively on Blue Current's fundamentals will not take into account other important factors: Blue Current Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blue Current's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blue Current Global, and traders can use it to determine the average amount a Blue Current'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 = 0.036
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BCGDX |
Estimated Market Risk
| 0.58 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Blue Current 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 Blue Current by adding it to a well-diversified portfolio.
Blue Current Fundamentals Growth
Blue Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blue Current, and Blue Current 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 Blue Mutual Fund performance.
| Price To Earning | 18.31 X | ||||
| Price To Book | 2.46 X | ||||
| Price To Sales | 1.70 X | ||||
About Blue Current Performance
Evaluating Blue Current's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blue Current 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 Blue Current 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities that either have paid a dividend in the 12 months prior to purchase, or are expected by the Adviser to pay a dividend within 12 months following the funds purchase of the security. It will invest, under normal market conditions, in at least three different countries, one of which will be the United States. The fund will also invest at least 40 percent of its assets in foreign securities.Things to note about Blue Current Global performance evaluation
Checking the ongoing alerts about Blue Current for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blue Current Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 96.06% of its assets under management (AUM) in equities |
- Analyzing Blue Current'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 Blue Current's stock is overvalued or undervalued compared to its peers.
- Examining Blue Current'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 Blue Current's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blue Current's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blue Current's mutual fund. These opinions can provide insight into Blue Current's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blue Mutual Fund
Blue Current financial ratios help investors to determine whether Blue 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 Blue with respect to the benefits of owning Blue Current security.
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