Emerald Banking And Fund Manager Performance Evaluation
| HSSIX Fund | USD 31.92 0.29 0.90% |
The fund shows a Beta (market volatility) of 0.0789, which means not very significant fluctuations relative to the market. As returns on the market increase, Emerald Banking's returns are expected to increase less than the market. However, during the bear market, the loss of holding Emerald Banking is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Emerald Banking And are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Emerald Banking showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of August 2022 | |
| Expense Ratio | 1.4800 |
Emerald |
Emerald Banking Relative Risk vs. Return Landscape
If you would invest 2,753 in Emerald Banking And on September 4, 2024 and sell it today you would earn a total of 488.00 from holding Emerald Banking And or generate 17.73% return on investment over 90 days. Emerald Banking And is currently producing 0.2759% returns and takes up 1.8657% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Emerald, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Emerald Banking Current Valuation
Undervalued
Today
Please note that Emerald Banking's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Emerald Banking And shows a prevailing Real Value of $33.32 per share. The current price of the fund is $31.92. We determine the value of Emerald Banking 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 Emerald Banking is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Emerald Mutual Fund. However, Emerald Banking'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 31.92 | Real 33.32 | Hype 32.41 | Naive 32.35 |
The intrinsic value of Emerald Banking'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 Emerald Banking'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 Emerald Banking And helps investors to forecast how Emerald 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 Emerald Banking more accurately as focusing exclusively on Emerald Banking's fundamentals will not take into account other important factors: Emerald Banking Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Emerald Banking's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Emerald Banking And, and traders can use it to determine the average amount a Emerald Banking'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 = 0.1479
| Best Portfolio | Best Equity | |||
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| Small Returns | HSSIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.87 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Emerald Banking is performing at about 11% 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 Emerald Banking by adding it to a well-diversified portfolio.
Emerald Banking Fundamentals Growth
Emerald Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Emerald Banking, and Emerald Banking 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 Emerald Mutual Fund performance.
| Price To Earning | 18.82 X | ||||
| Price To Book | 1.89 X | ||||
| Price To Sales | 4.92 X | ||||
| Total Asset | 30.47 M | ||||
About Emerald Banking Performance
Evaluating Emerald Banking's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Emerald Banking 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 Emerald Banking 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 has adopted an investment policy that it will, under normal conditions, invest at least 80 percent of the value of its assets in stocks of companies principally engaged in banking or financial services, and collective investment vehicles such as mutual funds and exchange-traded funds that invest in companies that are principally engaged in banking and financial services.Things to note about Emerald Banking And performance evaluation
Checking the ongoing alerts about Emerald Banking for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Emerald Banking 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 generated three year return of -17.0% | |
| Emerald Banking And retains 95.68% of its assets under management (AUM) in equities |
- Analyzing Emerald Banking'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 Emerald Banking's stock is overvalued or undervalued compared to its peers.
- Examining Emerald Banking'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 Emerald Banking's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Emerald Banking's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Emerald Banking's mutual fund. These opinions can provide insight into Emerald Banking's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Emerald Mutual Fund
Emerald Banking financial ratios help investors to determine whether Emerald 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 Emerald with respect to the benefits of owning Emerald Banking security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |