Real Estate Series Manager Performance
The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. the returns on MARKET and Real Estate are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Real Estate Series has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Real Estate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.1000 |
Real |
Real Estate Relative Risk vs. Return Landscape
If you would invest (100.00) in Real Estate Series on December 15, 2024 and sell it today you would earn a total of 100.00 from holding Real Estate Series or generate -100.0% return on investment over 90 days. Real Estate Series is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Real, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Real Estate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Real Estate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Real Estate Series, and traders can use it to determine the average amount a Real Estate'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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| MNREX |
Based on monthly moving average Real Estate 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 Real Estate by adding Real Estate to a well-diversified portfolio.
Real Estate Fundamentals Growth
Real Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Real Estate, and Real Estate 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 Real Mutual Fund performance.
| Price To Earning | 29.97 X | |||
| Price To Book | 2.18 X | |||
| Price To Sales | 4.75 X | |||
| Total Asset | 34.45 M | |||
Things to note about Real Estate Series performance evaluation
Checking the ongoing alerts about Real Estate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Real Estate Series help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Real Estate Series is not yet fully synchronised with the market data | |
| Real Estate Series has some characteristics of a very speculative penny stock | |
| Real Estate Series has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 98.83% of its assets in stocks |
- Analyzing Real Estate'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 Real Estate's stock is overvalued or undervalued compared to its peers.
- Examining Real Estate'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 Real Estate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Real Estate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Real Estate's mutual fund. These opinions can provide insight into Real Estate's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Other Consideration for investing in Real Mutual Fund
If you are still planning to invest in Real Estate Series check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Real Estate's history and understand the potential risks before investing.
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |