Barings Global Emerging Fund Manager Performance Evaluation
| BXQAX Fund | USD 9.82 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Barings Global are completely uncorrelated.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Barings Global Emerging has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Barings Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1500 |
Barings |
Barings Global Relative Risk vs. Return Landscape
If you would invest 982.00 in Barings Global Emerging on September 18, 2024 and sell it today you would earn a total of 0.00 from holding Barings Global Emerging or generate 0.0% return on investment over 90 days. Barings Global Emerging is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Barings, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Barings Global Current Valuation
Fairly Valued
Today
Please note that Barings Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Barings Global Emerging shows a prevailing Real Value of $9.82 per share. The current price of the fund is $9.82. We determine the value of Barings Global Emerging 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 Barings Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Barings Mutual Fund. However, Barings Global'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 9.82 | Real 9.82 | Hype 9.82 |
The intrinsic value of Barings Global'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 Barings Global'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 Barings Global Emerging helps investors to forecast how Barings 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 Barings Global more accurately as focusing exclusively on Barings Global's fundamentals will not take into account other important factors: Barings Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barings Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Barings Global Emerging, and traders can use it to determine the average amount a Barings Global'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 = 0.0
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| BXQAX |
Based on monthly moving average Barings Global 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 Barings Global by adding Barings Global to a well-diversified portfolio.
Barings Global Fundamentals Growth
Barings Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Barings Global, and Barings Global 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 Barings Mutual Fund performance.
| Total Asset | 13.73 M | ||||
About Barings Global Performance
Evaluating Barings Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Barings Global 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 Barings Global 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.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity and equity-related securities, of issuers that are economically tied to one or more emerging market countries. It may invest in all types of securities, many of which will be denominated in currencies other than the U.S. dollar. The securities may be listed on a U.S. or non-U.S. stock exchange or traded in U.S. or non-U.S. over-the-counter markets. The fund is non-diversified.Things to note about Barings Global Emerging performance evaluation
Checking the ongoing alerts about Barings Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Barings Global Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Barings Global is not yet fully synchronised with the market data | |
| Barings Global generated a negative expected return over the last 90 days | |
| The fund generated three year return of -7.0% | |
| Barings Global Emerging holds 96.47% of its assets under management (AUM) in equities |
- Analyzing Barings Global'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 Barings Global's stock is overvalued or undervalued compared to its peers.
- Examining Barings Global'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 Barings Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barings Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Barings Global's mutual fund. These opinions can provide insight into Barings Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Barings Mutual Fund
Barings Global financial ratios help investors to determine whether Barings 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 Barings with respect to the benefits of owning Barings Global security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |