Bruce Fund Bruce Fund Manager Performance Evaluation
| BRUFX Fund | USD 512.97 3.36 0.65% |
The fund shows a Beta (market volatility) of 0.36, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Bruce Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bruce Fund is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Bruce Fund Bruce are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Bruce Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreBRUCE |
Bruce Fund Relative Risk vs. Return Landscape
If you would invest 50,118 in Bruce Fund Bruce on December 21, 2024 and sell it today you would earn a total of 1,179 from holding Bruce Fund Bruce or generate 2.35% return on investment over 90 days. Bruce Fund Bruce is currently producing 0.0407% returns and takes up 0.6301% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than BRUCE, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bruce Fund Current Valuation
Fairly Valued
Today
Please note that Bruce Fund's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Bruce Fund Bruce shows a prevailing Real Value of $518.6 per share. The current price of the fund is $512.97. We determine the value of Bruce Fund Bruce 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 Bruce Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of BRUCE Mutual Fund. However, Bruce Fund'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 512.97 | Real 518.6 | Hype 516.33 | Naive 516.17 |
The intrinsic value of Bruce Fund'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 Bruce Fund'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 Bruce Fund Bruce helps investors to forecast how BRUCE 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 Bruce Fund more accurately as focusing exclusively on Bruce Fund's fundamentals will not take into account other important factors: Bruce Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bruce Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bruce Fund Bruce, and traders can use it to determine the average amount a Bruce Fund'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 = 0.0646
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BRUFX |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 5 95% of assets perform better |
Based on monthly moving average Bruce Fund is performing at about 5% 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 Bruce Fund by adding it to a well-diversified portfolio.
Bruce Fund Fundamentals Growth
BRUCE Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bruce Fund, and Bruce Fund 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 BRUCE Mutual Fund performance.
| Price To Earning | 17.76 X | ||||
| Price To Book | 2.13 X | ||||
| Price To Sales | 1.64 X | ||||
| Total Asset | 607.73 M | ||||
About Bruce Fund Performance
Evaluating Bruce Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bruce Fund 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 Bruce Fund 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 primarily in domestic common stocks and bonds, including convertible bonds and zero coupon government bonds. The fund may invest, without restriction, in future interest and principal of U.S. government securities, commonly known as zero coupon bonds.Things to note about Bruce Fund Bruce performance evaluation
Checking the ongoing alerts about Bruce Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bruce Fund Bruce 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 about 12.1% of its assets under management (AUM) in cash |
- Analyzing Bruce Fund'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 Bruce Fund's stock is overvalued or undervalued compared to its peers.
- Examining Bruce Fund'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 Bruce Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bruce Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bruce Fund's mutual fund. These opinions can provide insight into Bruce Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BRUCE Mutual Fund
Bruce Fund financial ratios help investors to determine whether BRUCE 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 BRUCE with respect to the benefits of owning Bruce Fund security.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |