Bts Enhanced Equity Fund Manager Performance Evaluation
| EEQIX Fund | 9.79 0.06 0.61% |
The fund shows a Beta (market volatility) of 0.54, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Bts Enhanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bts Enhanced is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Bts Enhanced Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Bts Enhanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Bts Enhanced Relative Risk vs. Return Landscape
If you would invest 1,038 in Bts Enhanced Equity on December 15, 2024 and sell it today you would lose (59.00) from holding Bts Enhanced Equity or give up 5.68% of portfolio value over 90 days. Bts Enhanced Equity is currently producing negative expected returns and takes up 0.7503% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Bts, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bts Enhanced Current Valuation
Overvalued
Today
Please note that Bts Enhanced's price fluctuation is very steady at this time. Bts Enhanced Equity shows a prevailing Real Value of USD9.18 per share. The current price of the fund is USD9.79. Our model approximates the value of Bts Enhanced Equity from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Bts Enhanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bts Mutual Fund. However, Bts 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 9.79 | Real 9.18 | Hype 9.79 |
The intrinsic value of Bts 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 Bts 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 Bts Enhanced Equity helps investors to forecast how Bts 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 Bts Enhanced more accurately as focusing exclusively on Bts Enhanced's fundamentals will not take into account other important factors: Bts Enhanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bts Enhanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bts Enhanced Equity, and traders can use it to determine the average amount a Bts 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 = -0.1262
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EEQIX |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bts 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 Bts Enhanced by adding Bts Enhanced to a well-diversified portfolio.
About Bts Enhanced Performance
Evaluating Bts Enhanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bts 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 Bts 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.
The adviser seeks to achieve the funds investment objective by investing at least 80 percent of the funds net assets in large-cap and mid-cap U.S. issued stocks. Stocks are considered U.S. issued if they are incorporated in the United States. The fund invests in large-cap and mid-cap issuers by removing stocks that the adviser considers to be small-cap at the time of purchase.Things to note about Bts Enhanced Equity performance evaluation
Checking the ongoing alerts about Bts Enhanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bts Enhanced Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bts Enhanced Equity 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 Bts 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 Bts Enhanced's stock is overvalued or undervalued compared to its peers.
- Examining Bts 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 Bts Enhanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bts Enhanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bts Enhanced's mutual fund. These opinions can provide insight into Bts Enhanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bts Mutual Fund
Bts Enhanced financial ratios help investors to determine whether Bts 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 Bts with respect to the benefits of owning Bts Enhanced security.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |