Blackrock Glbl Opprtnts Fund Manager Performance Evaluation

BROIX Fund  USD 20.44  0.19  0.94%   
The fund shows a Beta (market volatility) of 0.39, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Blackrock Glbl's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Glbl is expected to be smaller as well.

Risk-Adjusted Performance

OK

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Glbl Opprtnts are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Blackrock Glbl is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
Expense Ratio Date28th of September 2022
Expense Ratio0.5000
  

Blackrock Glbl Relative Risk vs. Return Landscape

If you would invest  1,942  in Blackrock Glbl Opprtnts on December 4, 2024 and sell it today you would earn a total of  102.00  from holding Blackrock Glbl Opprtnts or generate 5.25% return on investment over 90 days. Blackrock Glbl Opprtnts is currently producing 0.0881% returns and takes up 0.747% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Blackrock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Blackrock Glbl is expected to generate 0.97 times more return on investment than the market. However, the company is 1.03 times less risky than the market. It trades about 0.12 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.09 per unit of risk.

Blackrock Glbl Current Valuation

Undervalued
Today
20.44
Please note that Blackrock Glbl's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Blackrock Glbl Opprtnts shows a prevailing Real Value of $21.99 per share. The current price of the fund is $20.44. We determine the value of Blackrock Glbl Opprtnts 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 Glbl is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Glbl'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  20.44 Real  21.99 Hype  20.44 Naive  20.43
The intrinsic value of Blackrock Glbl'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 Glbl'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.
21.99
Real Value
22.73
Upside
Estimating the potential upside or downside of Blackrock Glbl Opprtnts 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 Glbl more accurately as focusing exclusively on Blackrock Glbl's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.1819.9220.67
Details
Hype
Prediction
LowEstimatedHigh
19.7020.4421.18
Details
Naive
Forecast
LowNext ValueHigh
19.6920.4321.17
Details

Blackrock Glbl Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Glbl's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Glbl Opprtnts, and traders can use it to determine the average amount a Blackrock Glbl'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 = 0.1179

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashBROIXAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 0.75
  actual daily
6
94% of assets are more volatile

Expected Return

 0.09
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.12
  actual daily
9
91% of assets perform better
Based on monthly moving average Blackrock Glbl is performing at about 9% 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 Glbl by adding it to a well-diversified portfolio.

Blackrock Glbl Fundamentals Growth

Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Glbl, and Blackrock Glbl 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.

About Blackrock Glbl Performance

Evaluating Blackrock Glbl's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Glbl 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 Glbl 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 seeks to invest at least 80 percent of its net assets plus the amount of any borrowings for investment purposes in non-U.S. equity securities and equity-like instruments of companies that are components of, or have characteristics similar to, the companies included in the MSCI EAFE Index and derivatives that are tied economically to securities of the MSCI EAFE Index. Blackrock Advantage is traded on NASDAQ Exchange in the United States.

Things to note about Blackrock Glbl Opprtnts performance evaluation

Checking the ongoing alerts about Blackrock Glbl for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Glbl Opprtnts 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 96.35% of its assets under management (AUM) in equities
Evaluating Blackrock Glbl's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Blackrock Glbl's mutual fund performance include:
  • Analyzing Blackrock Glbl'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 Glbl's stock is overvalued or undervalued compared to its peers.
  • Examining Blackrock Glbl'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 Glbl's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Glbl's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Blackrock Glbl's mutual fund. These opinions can provide insight into Blackrock Glbl's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Blackrock Glbl's mutual fund performance is not an exact science, and many factors can impact Blackrock Glbl's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Blackrock Mutual Fund

Blackrock Glbl 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 Glbl security.
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like