Bdvex Fund Manager Performance Evaluation
| BDVEX Fund | 13.01 0.06 0.46% |
The fund shows a Beta (market volatility) of 0.86, which signifies possible diversification benefits within a given portfolio. Bdvex returns are very sensitive to returns on the market. As the market goes up or down, Bdvex is expected to follow.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Bdvex are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Bdvex may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...moreBdvex |
Bdvex Relative Risk vs. Return Landscape
If you would invest 1,305 in Bdvex on September 19, 2024 and sell it today you would lose (4.00) from holding Bdvex or give up 0.31% of portfolio value over 90 days. Bdvex is currently producing 0.1231% returns and takes up 5.1855% volatility of returns over 90 trading days. Put another way, 46% of traded mutual funds are less volatile than Bdvex, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bdvex Current Valuation
Fairly Valued
Today
Please note that Bdvex's price fluctuation is somewhat reliable at this time. Bdvex shows a prevailing Real Value of USD13.13 per share. The current price of the fund is USD13.01. Our model approximates the value of Bdvex from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Bdvex is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bdvex Mutual Fund. However, Bdvex'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 13.01 | Real 13.13 | Hype 13.01 |
The intrinsic value of Bdvex'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 Bdvex'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 Bdvex helps investors to forecast how Bdvex 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 Bdvex more accurately as focusing exclusively on Bdvex's fundamentals will not take into account other important factors: Bdvex Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bdvex's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bdvex, and traders can use it to determine the average amount a Bdvex'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 = 0.0237
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| Cash | Small Risk | Average Risk | BDVEX | Huge Risk |
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Estimated Market Risk
| 5.19 actual daily | 46 54% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Bdvex is performing at about 1% 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 Bdvex by adding it to a well-diversified portfolio.
About Bdvex Performance
Evaluating Bdvex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bdvex 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 Bdvex 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 invests, under normal circumstances, at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities, including common stock, preferred stock, securities convertible into common stock and securities or other instruments whose price is linked to the value of common stock.Things to note about Bdvex performance evaluation
Checking the ongoing alerts about Bdvex for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bdvex help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bdvex had very high historical volatility over the last 90 days |
- Analyzing Bdvex'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 Bdvex's stock is overvalued or undervalued compared to its peers.
- Examining Bdvex'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 Bdvex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bdvex's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bdvex's mutual fund. These opinions can provide insight into Bdvex's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bdvex Mutual Fund
Bdvex financial ratios help investors to determine whether Bdvex 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 Bdvex with respect to the benefits of owning Bdvex security.
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