Blackrock Midcap Index Fund Manager Performance Evaluation
| BRMAX Fund | USD 16.65 0.01 0.06% |
The fund shows a Beta (market volatility) of 0.92, which signifies possible diversification benefits within a given portfolio. Blackrock Midcap returns are very sensitive to returns on the market. As the market goes up or down, Blackrock Midcap is expected to follow.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Midcap Index are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Blackrock Midcap may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 28th of November 2022 | |
| Expense Ratio | 0.3700 |
Blackrock |
Blackrock Midcap Relative Risk vs. Return Landscape
If you would invest 1,482 in Blackrock Midcap Index on August 31, 2024 and sell it today you would earn a total of 183.00 from holding Blackrock Midcap Index or generate 12.35% return on investment over 90 days. Blackrock Midcap Index is currently producing 0.1877% returns and takes up 0.7407% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Blackrock, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blackrock Midcap Current Valuation
Undervalued
Today
Please note that Blackrock Midcap's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Blackrock Midcap Index shows a prevailing Real Value of $17.84 per share. The current price of the fund is $16.65. We determine the value of Blackrock Midcap Index 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 Blackrock Midcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Midcap'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 16.65 | Real 17.84 | Hype 16.65 | Naive 16.75 |
The intrinsic value of Blackrock Midcap'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 Blackrock Midcap'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 Blackrock Midcap Index helps investors to forecast how Blackrock 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 Blackrock Midcap more accurately as focusing exclusively on Blackrock Midcap's fundamentals will not take into account other important factors: Blackrock Midcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Midcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Midcap Index, and traders can use it to determine the average amount a Blackrock Midcap'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 = 0.2534
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BRMAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average Blackrock Midcap is performing at about 19% 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 Blackrock Midcap by adding it to a well-diversified portfolio.
Blackrock Midcap Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Midcap, and Blackrock Midcap 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 Blackrock Mutual Fund performance.
| Total Asset | 145.97 M | |||
About Blackrock Midcap Performance
Evaluating Blackrock Midcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Midcap 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 Blackrock Midcap 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 generally invests at least 90 percent of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index. The underlying index is a float-adjusted, capitalization-weighted index of equity securities issued by approximately 800 of the smallest issuers in the Russell 1000 Index.Things to note about Blackrock Midcap Index performance evaluation
Checking the ongoing alerts about Blackrock Midcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Midcap Index 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 99.79% of its assets under management (AUM) in equities |
- Analyzing Blackrock Midcap'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 Blackrock Midcap's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Midcap'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 Blackrock Midcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Midcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Midcap's mutual fund. These opinions can provide insight into Blackrock Midcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Midcap financial ratios help investors to determine whether Blackrock 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 Blackrock with respect to the benefits of owning Blackrock Midcap security.
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