Boyd Watterson Limited Fund Manager Performance Evaluation
| BWDIX Fund | USD 9.80 0.02 0.20% |
The fund shows a Beta (market volatility) of 0.0091, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Boyd Watterson's returns are expected to increase less than the market. However, during the bear market, the loss of holding Boyd Watterson is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Boyd Watterson Limited has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Boyd Watterson is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 0.6000 |
Boyd |
Boyd Watterson Relative Risk vs. Return Landscape
If you would invest 980.00 in Boyd Watterson Limited on September 23, 2024 and sell it today you would earn a total of 0.00 from holding Boyd Watterson Limited or generate 0.0% return on investment over 90 days. Boyd Watterson Limited is currently producing negative expected returns and takes up 0.0955% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Boyd, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Boyd Watterson Current Valuation
Fairly Valued
Today
Please note that Boyd Watterson's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Boyd Watterson shows a prevailing Real Value of $9.7 per share. The current price of the fund is $9.8. We determine the value of Boyd Watterson 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 Boyd Watterson is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Boyd Mutual Fund. However, Boyd Watterson'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 9.8 | Real 9.7 | Hype 9.8 | Naive 9.76 |
The intrinsic value of Boyd Watterson'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 Boyd Watterson'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 Boyd Watterson Limited helps investors to forecast how Boyd 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 Boyd Watterson more accurately as focusing exclusively on Boyd Watterson's fundamentals will not take into account other important factors: Boyd Watterson Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Boyd Watterson's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Boyd Watterson Limited, and traders can use it to determine the average amount a Boyd Watterson'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 = 4.0E-4
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| BWDIX |
Based on monthly moving average Boyd Watterson 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 Boyd Watterson by adding Boyd Watterson to a well-diversified portfolio.
Boyd Watterson Fundamentals Growth
Boyd Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Boyd Watterson, and Boyd Watterson 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 Boyd Mutual Fund performance.
| Total Asset | 64.31 M | ||||
About Boyd Watterson Performance
Evaluating Boyd Watterson's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Boyd Watterson 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 Boyd Watterson 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 a majority of its assets in investments in domestic, and U.S. dollar denominated foreign, income-producing securities. These securities are below investment-grade and investment grade fixed income securities, asset-backed securities, hybrid corporate securities that combine equity and debt characteristics such as preferred stocks, bank loans, and U.S. government securities, and equity securities.Things to note about Boyd Watterson performance evaluation
Checking the ongoing alerts about Boyd Watterson for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Boyd Watterson help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Boyd Watterson generated a negative expected return over the last 90 days | |
| The fund holds about 6.47% of its assets under management (AUM) in cash |
- Analyzing Boyd Watterson'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 Boyd Watterson's stock is overvalued or undervalued compared to its peers.
- Examining Boyd Watterson'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 Boyd Watterson's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Boyd Watterson's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Boyd Watterson's mutual fund. These opinions can provide insight into Boyd Watterson's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Boyd Mutual Fund
Boyd Watterson financial ratios help investors to determine whether Boyd 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 Boyd with respect to the benefits of owning Boyd Watterson security.
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