Healthcare Special Opportunities Fund Manager Performance Evaluation
| MDS-UN Fund | CAD 12.88 0.42 3.16% |
The fund retains a Market Volatility (i.e., Beta) of 0.14, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Healthcare Special's returns are expected to increase less than the market. However, during the bear market, the loss of holding Healthcare Special is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Healthcare Special Opportunities has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Healthcare Special is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | U and Utah Tech partnering to address primary care provider shortage - theU | 01/31/2025 |
2 | Trump administration cuts could cost University of Utah tens of millions for medical research - Deseret News | 02/11/2025 |
3 | MDS Foundation Awards Grants to Communities - Dentistry Today | 02/28/2025 |
4 | Former Wright State educator funds medical scholarships through 1.5M estate donation - The Business Journals | 03/11/2025 |
| Fifty Two Week Low | 10.44 | |
| Fifty Two Week High | 12.50 |
Healthcare |
Healthcare Special Relative Risk vs. Return Landscape
If you would invest 1,300 in Healthcare Special Opportunities on December 30, 2024 and sell it today you would lose (12.00) from holding Healthcare Special Opportunities or give up 0.92% of portfolio value over 90 days. Healthcare Special Opportunities is generating negative expected returns and assumes 1.2238% volatility on return distribution over the 90 days horizon. Simply put, 10% of funds are less volatile than Healthcare, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Healthcare Special Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Healthcare Special's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Healthcare Special Opportunities, and traders can use it to determine the average amount a Healthcare Special'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 = -0.0059
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MDS-UN |
Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Healthcare Special 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 Healthcare Special by adding Healthcare Special to a well-diversified portfolio.
About Healthcare Special Performance
By analyzing Healthcare Special's fundamental ratios, stakeholders can gain valuable insights into Healthcare Special's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Healthcare Special 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 Healthcare Special has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Healthcare Special performance evaluation
Checking the ongoing alerts about Healthcare Special for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Healthcare Special help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Healthcare Special generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Former Wright State educator funds medical scholarships through 1.5M estate donation - The Business Journals |
- Analyzing Healthcare Special'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 Healthcare Special's stock is overvalued or undervalued compared to its peers.
- Examining Healthcare Special'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 Healthcare Special's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Healthcare Special's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Healthcare Special's fund. These opinions can provide insight into Healthcare Special's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Healthcare Fund
Healthcare Special financial ratios help investors to determine whether Healthcare 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 Healthcare with respect to the benefits of owning Healthcare Special security.
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