Research Portfolio Institutional Fund Manager Performance Evaluation
| JAGRX Fund | USD 55.23 0.34 0.61% |
The fund holds a Beta of 1.21, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Research Portfolio will likely underperform.
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 latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Research Portfolio Relative Risk vs. Return Landscape
If you would invest 5,990 in Research Portfolio Institutional on December 28, 2024 and sell it today you would lose (467.00) from holding Research Portfolio Institutional or give up 7.8% of portfolio value over 90 days. Research Portfolio Institutional is currently producing negative expected returns and takes up 1.4789% volatility of returns over 90 trading days. Put another way, 13% 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 |
Research Portfolio Current Valuation
Fairly Valued
Today
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 $55.94 per share. The prevailing price of the fund is $55.23. 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 55.23 | Real 55.94 | Hype 55.23 | Naive 57.36 |
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.
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: 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 = -0.0841
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JAGRX |
Estimated Market Risk
| 1.48 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 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.
| Price To Earning | 2.64 X | ||||
| Price To Book | 4.43 X | ||||
| Price To Sales | 2.45 X | ||||
| Total Asset | 704.51 M | ||||
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. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The fund is non-diversified.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 |
- 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.
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.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
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