Ips Strategic Capital Fund Manager Performance Evaluation
| IPSAX Fund | USD 12.24 0.09 0.74% |
The fund retains a Market Volatility (i.e., Beta) of 0.54, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ips Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ips Strategic is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ips Strategic Capital are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ips Strategic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.5400 |
Ips |
Ips Strategic Relative Risk vs. Return Landscape
If you would invest 1,183 in Ips Strategic Capital on September 27, 2024 and sell it today you would earn a total of 41.00 from holding Ips Strategic Capital or generate 3.47% return on investment over 90 days. Ips Strategic Capital is currently producing 0.0555% returns and takes up 0.53% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Ips, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ips Strategic Current Valuation
Fairly Valued
Today
Please note that Ips Strategic's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ips Strategic Capital retains a regular Real Value of $12.25 per share. The prevalent price of the fund is $12.24. We determine the value of Ips Strategic Capital from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Ips Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ips Mutual Fund. However, Ips Strategic'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 12.24 | Real 12.25 | Hype 12.24 | Naive 12.16 |
The intrinsic value of Ips Strategic'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 Ips Strategic'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 Ips Strategic Capital helps investors to forecast how Ips 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 Ips Strategic more accurately as focusing exclusively on Ips Strategic's fundamentals will not take into account other important factors: Ips Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ips Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ips Strategic Capital, and traders can use it to determine the average amount a Ips Strategic'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 = 0.1047
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| Cash | IPSAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.53 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Ips Strategic is performing at about 8% 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 Ips Strategic by adding it to a well-diversified portfolio.
Ips Strategic Fundamentals Growth
Ips Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ips Strategic, and Ips Strategic 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 Ips Mutual Fund performance.
| Total Asset | 71.75 M | ||||
About Ips Strategic Performance
Evaluating Ips Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ips Strategic 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 Ips Strategic 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 funds primary strategy consists of selling and purchasing put and call options on equity indexes and exchange traded funds. The sale of put options generates income for the fund, but exposes it to the risk of declines in the value of the underlying assets. The risk in purchasing options is limited to the premium paid by the fund for the options. The sale of call options generates income for the fund but may limit the funds participation in equity market gains. The funds investment adviser seeks to reduce the overall volatility of returns by managing a portfolio of options. It is non-diversified.Things to note about Ips Strategic Capital performance evaluation
Checking the ongoing alerts about Ips Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ips Strategic Capital 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 97.39% of its assets under management (AUM) in equities |
- Analyzing Ips Strategic'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 Ips Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Ips Strategic'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 Ips Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ips Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ips Strategic's mutual fund. These opinions can provide insight into Ips Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ips Mutual Fund
Ips Strategic financial ratios help investors to determine whether Ips 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 Ips with respect to the benefits of owning Ips Strategic security.
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