The Eafe Choice Fund Manager Performance Evaluation
| BKGCX Fund | USD 15.53 0.08 0.52% |
The fund shows a Beta (market volatility) of 0.44, which means possible diversification benefits within a given portfolio. As returns on the market increase, Eafe Choice's returns are expected to increase less than the market. However, during the bear market, the loss of holding Eafe Choice is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days The Eafe Choice has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Eafe Choice is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6300 |
Eafe |
Eafe Choice Relative Risk vs. Return Landscape
If you would invest 1,566 in The Eafe Choice on September 13, 2024 and sell it today you would lose (13.00) from holding The Eafe Choice or give up 0.83% of portfolio value over 90 days. The Eafe Choice is currently producing negative expected returns and takes up 1.0348% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Eafe, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Eafe Choice Current Valuation
Fairly Valued
Today
Please note that Eafe Choice's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Eafe Choice shows a prevailing Real Value of $15.58 per share. The current price of the fund is $15.53. We determine the value of Eafe Choice from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Eafe Choice is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eafe Mutual Fund. However, Eafe Choice'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 15.53 | Real 15.58 | Hype 15.53 | Naive 15.98 |
The intrinsic value of Eafe Choice'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 Eafe Choice'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 The Eafe Choice helps investors to forecast how Eafe 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 Eafe Choice more accurately as focusing exclusively on Eafe Choice's fundamentals will not take into account other important factors: Eafe Choice Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eafe Choice's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Eafe Choice, and traders can use it to determine the average amount a Eafe Choice'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 = -0.0077
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BKGCX |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Eafe Choice 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 Eafe Choice by adding Eafe Choice to a well-diversified portfolio.
Eafe Choice Fundamentals Growth
Eafe Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Eafe Choice, and Eafe Choice 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 Eafe Mutual Fund performance.
| Total Asset | 440 M | ||||
About Eafe Choice Performance
Evaluating Eafe Choice's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eafe Choice 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 Eafe Choice 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 invests at least 80 percent of its net assets in common stocks and other equity securities of companies whose principal activities are in Europe, Australasia andor the Far East. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. The fund is not constrained with respect to market capitalization and may participate in initial public offerings and in securities offerings that are not registered in the U.S.Things to note about Eafe Choice performance evaluation
Checking the ongoing alerts about Eafe Choice for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eafe Choice help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Eafe Choice generated a negative expected return over the last 90 days | |
| The fund generated three year return of -6.0% | |
| Eafe Choice holds all of its assets under management (AUM) in equities |
- Analyzing Eafe Choice'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 Eafe Choice's stock is overvalued or undervalued compared to its peers.
- Examining Eafe Choice'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 Eafe Choice's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eafe Choice's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Eafe Choice's mutual fund. These opinions can provide insight into Eafe Choice's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Eafe Mutual Fund
Eafe Choice financial ratios help investors to determine whether Eafe 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 Eafe with respect to the benefits of owning Eafe Choice security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |