Evaluator Moderate Rms Fund Manager Performance Evaluation
| EVFMX Fund | USD 11.16 0.03 0.27% |
The fund shows a Beta (market volatility) of 0.42, which means possible diversification benefits within a given portfolio. As returns on the market increase, Evaluator Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Evaluator Moderate 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 Evaluator Moderate Rms are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Evaluator Moderate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.2400 |
Evaluator |
Evaluator Moderate Relative Risk vs. Return Landscape
If you would invest 1,075 in Evaluator Moderate Rms on September 12, 2024 and sell it today you would earn a total of 41.00 from holding Evaluator Moderate Rms or generate 3.81% return on investment over 90 days. Evaluator Moderate Rms is currently producing 0.0602% returns and takes up 0.3945% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Evaluator, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Evaluator Moderate Current Valuation
Fairly Valued
Today
Please note that Evaluator Moderate's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Evaluator Moderate Rms shows a prevailing Real Value of $11.13 per share. The current price of the fund is $11.16. We determine the value of Evaluator Moderate Rms 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 Evaluator Moderate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Evaluator Mutual Fund. However, Evaluator Moderate'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 11.16 | Real 11.13 | Hype 11.16 | Naive 11.2 |
The intrinsic value of Evaluator Moderate'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 Evaluator Moderate'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 Evaluator Moderate Rms helps investors to forecast how Evaluator 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 Evaluator Moderate more accurately as focusing exclusively on Evaluator Moderate's fundamentals will not take into account other important factors: Evaluator Moderate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Evaluator Moderate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Evaluator Moderate Rms, and traders can use it to determine the average amount a Evaluator Moderate'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 = 0.1526
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| Cash | EVFMX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.39 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Evaluator Moderate 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 Evaluator Moderate by adding it to a well-diversified portfolio.
Evaluator Moderate Fundamentals Growth
Evaluator Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Evaluator Moderate, and Evaluator Moderate 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 Evaluator Mutual Fund performance.
| Total Asset | 194.29 M | |||
About Evaluator Moderate Performance
Evaluating Evaluator Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Evaluator Moderate 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 Evaluator Moderate 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 fund seeks to achieve its objective by investing in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will allocate 30-50 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration and in underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.Things to note about Evaluator Moderate Rms performance evaluation
Checking the ongoing alerts about Evaluator Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Evaluator Moderate Rms 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 about 6.24% of its assets under management (AUM) in cash |
- Analyzing Evaluator Moderate'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 Evaluator Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Evaluator Moderate'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 Evaluator Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Evaluator Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Evaluator Moderate's mutual fund. These opinions can provide insight into Evaluator Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Evaluator Mutual Fund
Evaluator Moderate financial ratios help investors to determine whether Evaluator 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 Evaluator with respect to the benefits of owning Evaluator Moderate security.
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