Research Portfolio Institutional Fund Manager Performance Evaluation

JAGRX Fund  USD 58.74  1.03  1.78%   
The fund holds a Beta of 0.74, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Research Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Research Portfolio is expected to be smaller as well.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days Research Portfolio Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Research Portfolio is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
Expense Ratio0.5700
  

Research Portfolio Relative Risk vs. Return Landscape

If you would invest  5,982  in Research Portfolio Institutional on December 2, 2024 and sell it today you would lose (108.00) from holding Research Portfolio Institutional or give up 1.81% of portfolio value over 90 days. Research Portfolio Institutional is currently producing negative expected returns and takes up 1.2576% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Research, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Research Portfolio is expected to generate 1.69 times more return on investment than the market. However, the company is 1.69 times more volatile than its market benchmark. It trades about -0.02 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.04 per unit of risk.

Research Portfolio Current Valuation

Fairly Valued
Today
58.74
Please note that Research Portfolio's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Research Portfolio holds a recent Real Value of $59.04 per share. The prevailing price of the fund is $58.74. We determine the value of Research Portfolio from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Research Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Research Mutual Fund. However, Research Portfolio'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  58.74 Real  59.04 Hype  58.74 Naive  57.4
The intrinsic value of Research Portfolio'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 Research Portfolio'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.
59.04
Real Value
60.30
Upside
Estimating the potential upside or downside of Research Portfolio Institutional helps investors to forecast how Research 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 Research Portfolio more accurately as focusing exclusively on Research Portfolio's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
58.0160.3862.76
Details
Hype
Prediction
LowEstimatedHigh
57.4858.7460.00
Details
Naive
Forecast
LowNext ValueHigh
56.1557.4058.66
Details

Research Portfolio Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Research Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Research Portfolio Institutional, and traders can use it to determine the average amount a Research Portfolio'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 = -0.0175

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsJAGRX

Estimated Market Risk

 1.26
  actual daily
11
89% of assets are more volatile

Expected Return

 -0.02
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.02
  actual daily
0
Most of other assets perform better
Based on monthly moving average Research Portfolio 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 Research Portfolio by adding Research Portfolio to a well-diversified portfolio.

Research Portfolio Fundamentals Growth

Research Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Research Portfolio, and Research Portfolio 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 Research Mutual Fund performance.

About Research Portfolio Performance

Evaluating Research Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Research Portfolio 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 Research Portfolio 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 Portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potential. Janus Henderson is traded on NASDAQ Exchange in the United States.

Things to note about Research Portfolio performance evaluation

Checking the ongoing alerts about Research Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Research Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Research Portfolio generated a negative expected return over the last 90 days
The fund retains 99.48% of its assets under management (AUM) in equities
Evaluating Research Portfolio's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Research Portfolio's mutual fund performance include:
  • Analyzing Research Portfolio'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 Research Portfolio's stock is overvalued or undervalued compared to its peers.
  • Examining Research Portfolio'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 Research Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Research Portfolio's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Research Portfolio's mutual fund. These opinions can provide insight into Research Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Research Portfolio's mutual fund performance is not an exact science, and many factors can impact Research Portfolio's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Research Mutual Fund

Research Portfolio financial ratios help investors to determine whether Research 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 Research with respect to the benefits of owning Research Portfolio security.
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios