International Value Fund Manager Performance Evaluation
| MEQAX Fund | USD 9.62 0.15 1.58% |
The fund retains a Market Volatility (i.e., Beta) of 0.56, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, International Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding International Value is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in International Value Fund are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, International Value showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of April 2023 | |
| Expense Ratio | 1.3600 |
International |
International Value Relative Risk vs. Return Landscape
If you would invest 853.00 in International Value Fund on December 16, 2024 and sell it today you would earn a total of 109.00 from holding International Value Fund or generate 12.78% return on investment over 90 days. International Value Fund is currently producing 0.2011% returns and takes up 0.8744% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than International, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
International Value Current Valuation
Undervalued
Today
Please note that International Value's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. International Value retains a regular Real Value of $10.29 per share. The prevalent price of the fund is $9.62. We determine the value of International Value 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 International Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of International Mutual Fund. However, International Value'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 9.62 | Real 10.29 | Hype 9.62 | Naive 9.61 |
The intrinsic value of International Value'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 International Value'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 International Value Fund helps investors to forecast how International 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 International Value more accurately as focusing exclusively on International Value's fundamentals will not take into account other important factors: International Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for International Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as International Value Fund, and traders can use it to determine the average amount a International Value'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 = 0.23
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MEQAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average International Value is performing at about 18% 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 International Value by adding it to a well-diversified portfolio.
International Value Fundamentals Growth
International Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of International Value, and International Value 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 International Mutual Fund performance.
| Price To Earning | 12.26 X | ||||
| Price To Book | 1.10 X | ||||
| Price To Sales | 0.73 X | ||||
| Total Asset | 5.96 M | ||||
About International Value Performance
Evaluating International Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if International Value 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 International Value 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.
In selecting stocks for the fund, the portfolio managers will normally invest at least 65 percent of net assets in securities of issuers from a minimum of three countries outside the United States. The portfolio managers generally look for securities from issuers that have characteristics similar to those of the companies that comprise the MSCI EAFE Value Index. Characteristics the portfolio managers may consider include industry sector and geographic location, among others. The portfolio managers will normally invest at least 80 percent of the value of the funds net assets in equity securities.Things to note about International Value performance evaluation
Checking the ongoing alerts about International Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for International Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating International Value's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate International Value's mutual fund performance include:- Analyzing International Value'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 International Value's stock is overvalued or undervalued compared to its peers.
- Examining International Value'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 International Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of International Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of International Value's mutual fund. These opinions can provide insight into International Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in International Mutual Fund
International Value financial ratios help investors to determine whether International 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 International with respect to the benefits of owning International Value security.
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