Enterprise Mergers And Fund Manager Performance Evaluation
| EAAAX Fund | USD 15.84 0.06 0.38% |
The fund shows a Beta (market volatility) of 0.69, which means possible diversification benefits within a given portfolio. As returns on the market increase, Enterprise Mergers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Enterprise Mergers is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Enterprise Mergers And are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Enterprise Mergers 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 | 28th of February 2023 | |
| Expense Ratio | 1.8400 |
Enterprise |
Enterprise Mergers Relative Risk vs. Return Landscape
If you would invest 1,490 in Enterprise Mergers And on September 12, 2024 and sell it today you would earn a total of 88.00 from holding Enterprise Mergers And or generate 5.91% return on investment over 90 days. Enterprise Mergers And is currently producing 0.0929% returns and takes up 0.5973% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Enterprise, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Enterprise Mergers Current Valuation
Fairly Valued
Today
Please note that Enterprise Mergers' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Enterprise Mergers And shows a prevailing Real Value of $15.71 per share. The current price of the fund is $15.84. We determine the value of Enterprise Mergers And from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Enterprise Mergers is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Enterprise Mutual Fund. However, Enterprise Mergers' 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 15.84 | Real 15.71 | Hype 15.78 | Naive 15.81 |
The intrinsic value of Enterprise Mergers' 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 Enterprise Mergers' 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 Enterprise Mergers And helps investors to forecast how Enterprise 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 Enterprise Mergers more accurately as focusing exclusively on Enterprise Mergers' fundamentals will not take into account other important factors: Enterprise Mergers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Enterprise Mergers' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Enterprise Mergers And, and traders can use it to determine the average amount a Enterprise Mergers' 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 = 0.1555
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| Cash | EAAAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Enterprise Mergers is performing at about 12% 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 Enterprise Mergers by adding it to a well-diversified portfolio.
Enterprise Mergers Fundamentals Growth
Enterprise Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Enterprise Mergers, and Enterprise Mergers 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 Enterprise Mutual Fund performance.
| Price To Earning | 23.97 X | |||
| Price To Book | 2.42 X | |||
| Price To Sales | 1.26 X | |||
| Total Asset | 4.25 M | |||
About Enterprise Mergers Performance
Evaluating Enterprise Mergers' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Enterprise Mergers 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 Enterprise Mergers 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 advisor intends to invest primarily in equity securities of companies believed to be likely acquisition targets within twelve to eighteen months. The fund also may engage in arbitrage transactions by investing in the equity securities of companies that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations, and other corporate reorganizations. It generally invests in securities of U.S. companies, but also may invest its assets in foreign securities, including emerging market securities. The fund is non-diversified.Things to note about Enterprise Mergers And performance evaluation
Checking the ongoing alerts about Enterprise Mergers for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Enterprise Mergers And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 97.29% of its assets under management (AUM) in equities |
- Analyzing Enterprise Mergers' 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 Enterprise Mergers' stock is overvalued or undervalued compared to its peers.
- Examining Enterprise Mergers' 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 Enterprise Mergers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Enterprise Mergers' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Enterprise Mergers' mutual fund. These opinions can provide insight into Enterprise Mergers' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Enterprise Mutual Fund
Enterprise Mergers financial ratios help investors to determine whether Enterprise 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 Enterprise with respect to the benefits of owning Enterprise Mergers security.
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