Monteagle Enhanced Equity Fund Manager Performance Evaluation
| EEIFX Fund | 10.06 0.01 0.1% |
The fund secures a Beta (Market Risk) of 0.13, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Monteagle Enhanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Monteagle Enhanced is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Monteagle Enhanced Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Monteagle Enhanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreMonteagle |
Monteagle Enhanced Relative Risk vs. Return Landscape
If you would invest 1,051 in Monteagle Enhanced Equity on October 9, 2024 and sell it today you would lose (45.00) from holding Monteagle Enhanced Equity or give up 4.28% of portfolio value over 90 days. Monteagle Enhanced Equity is currently producing negative expected returns and takes up 0.7168% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Monteagle, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Monteagle Enhanced Current Valuation
Fairly Valued
Today
Please note that Monteagle Enhanced's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Monteagle Enhanced Equity secures a last-minute Real Value of USD10.15 per share. The latest price of the fund is USD10.06. Our model forecasts the value of Monteagle Enhanced Equity from analyzing the fund technical indicators and probability of bankruptcy. In general, investors recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Monteagle Enhanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Monteagle Mutual Fund. However, Monteagle Enhanced'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 10.06 | Real 10.15 | Hype 10.06 |
The intrinsic value of Monteagle Enhanced'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 Monteagle Enhanced'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 Monteagle Enhanced Equity helps investors to forecast how Monteagle 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 Monteagle Enhanced more accurately as focusing exclusively on Monteagle Enhanced's fundamentals will not take into account other important factors: Monteagle Enhanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Monteagle Enhanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Monteagle Enhanced Equity, and traders can use it to determine the average amount a Monteagle Enhanced'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 = -0.0949
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EEIFX |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Monteagle Enhanced 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 Monteagle Enhanced by adding Monteagle Enhanced to a well-diversified portfolio.
Monteagle Enhanced Fundamentals Growth
Monteagle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Monteagle Enhanced, and Monteagle Enhanced 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 Monteagle Mutual Fund performance.
About Monteagle Enhanced Performance
Evaluating Monteagle Enhanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Monteagle Enhanced 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 Monteagle Enhanced 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 securities. Equity securities purchased by the fund may include the following U.S. exchange-listed securities common stocks ADRs, which are securities issued by a U.S. bank that represent interests in foreign equity securities and interests in real estate investment trusts . The fund ordinarily invests in a broadly diversified equity portfolio, while also writing options on underlying equity securities.Things to note about Monteagle Enhanced Equity performance evaluation
Checking the ongoing alerts about Monteagle Enhanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Monteagle Enhanced Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Monteagle Enhanced generated a negative expected return over the last 90 days | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Monteagle Enhanced'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 Monteagle Enhanced's stock is overvalued or undervalued compared to its peers.
- Examining Monteagle Enhanced'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 Monteagle Enhanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Monteagle Enhanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Monteagle Enhanced's mutual fund. These opinions can provide insight into Monteagle Enhanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Monteagle Mutual Fund
Monteagle Enhanced financial ratios help investors to determine whether Monteagle 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 Monteagle with respect to the benefits of owning Monteagle Enhanced security.
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