Bloom Select Income Fund Manager Performance Evaluation
| BLB-UN Fund | CAD 7.91 0.15 1.93% |
The fund shows a Beta (market volatility) of 0.18, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bloom Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bloom Select is expected to be smaller as well.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Bloom Select Income are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong fundamental drivers, Bloom Select is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreBloom |
Bloom Select Relative Risk vs. Return Landscape
If you would invest 776.00 in Bloom Select Income on December 25, 2024 and sell it today you would earn a total of 15.00 from holding Bloom Select Income or generate 1.93% return on investment over 90 days. Bloom Select Income is generating 0.0439% of daily returns and assumes 0.9141% volatility on return distribution over the 90 days horizon. Simply put, 8% of funds are less volatile than Bloom, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Bloom Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bloom Select's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Bloom Select Income, and traders can use it to determine the average amount a Bloom Select'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 = 0.0481
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| Negative Returns | BLB-UN |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Bloom Select is performing at about 3% 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 Bloom Select by adding it to a well-diversified portfolio.
About Bloom Select Performance
By analyzing Bloom Select's fundamental ratios, stakeholders can gain valuable insights into Bloom Select's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Bloom Select 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 Bloom Select 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 Bloom Select Income performance evaluation
Checking the ongoing alerts about Bloom Select for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Bloom Select Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bloom Select Income is not yet fully synchronised with the market data |
- Analyzing Bloom Select'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 Bloom Select's stock is overvalued or undervalued compared to its peers.
- Examining Bloom Select'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 Bloom Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bloom Select's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Bloom Select's fund. These opinions can provide insight into Bloom Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bloom Fund
Bloom Select financial ratios help investors to determine whether Bloom 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 Bloom with respect to the benefits of owning Bloom Select security.
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