Vest Large Cap Fund Manager Performance Evaluation
| ENGRX Fund | 8.02 0.03 0.37% |
The entity has a beta of 0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vest Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vest Large is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Vest Large Cap are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Vest Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreVest |
Vest Large Relative Risk vs. Return Landscape
If you would invest 766.00 in Vest Large Cap on September 27, 2024 and sell it today you would earn a total of 36.00 from holding Vest Large Cap or generate 4.7% return on investment over 90 days. Vest Large Cap is currently producing 0.0765% returns and takes up 0.851% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Vest, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vest Large Current Valuation
Fairly Valued
Today
Please note that Vest Large's price fluctuation is very steady at this time. Vest Large Cap has a current Real Value of USD7.98 per share. The regular price of the fund is USD8.02. Our model measures the value of Vest Large Cap from inspecting 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 draw towards each other.
Since Vest Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vest Mutual Fund. However, Vest Large'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 8.02 | Real 7.98 | Hype 8.02 | Naive 8.16 |
The intrinsic value of Vest Large'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 Vest Large'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 Vest Large Cap helps investors to forecast how Vest 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 Vest Large more accurately as focusing exclusively on Vest Large's fundamentals will not take into account other important factors: Vest Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vest Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vest Large Cap, and traders can use it to determine the average amount a Vest Large'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 = 0.0898
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| Cash | ENGRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Vest Large is performing at about 7% 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 Vest Large by adding it to a well-diversified portfolio.
About Vest Large Performance
Evaluating Vest Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vest Large 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 Vest Large 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 the value of its net assets in a portfolio, or other investment companies that hold a portfolio, of FLEX Options linked to the index and that are designed to replicate the returns of the twelve 20 percent Buffer Strategies. The fund is non-diversified.Things to note about Vest Large Cap performance evaluation
Checking the ongoing alerts about Vest Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vest Large Cap 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 all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Vest Large'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 Vest Large's stock is overvalued or undervalued compared to its peers.
- Examining Vest Large'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 Vest Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vest Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vest Large's mutual fund. These opinions can provide insight into Vest Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vest Mutual Fund
Vest Large financial ratios help investors to determine whether Vest 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 Vest with respect to the benefits of owning Vest Large security.
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