One Rock Fund Manager Performance Evaluation
| ONERX Fund | USD 44.73 10.42 18.89% |
The fund holds a Beta of 0.0721, which implies not very significant fluctuations relative to the market. As returns on the market increase, One Rock's returns are expected to increase less than the market. However, during the bear market, the loss of holding One Rock is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in One Rock Fund are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, One Rock is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.7700 |
One |
One Rock Relative Risk vs. Return Landscape
If you would invest 4,354 in One Rock Fund on September 28, 2024 and sell it today you would earn a total of 119.00 from holding One Rock Fund or generate 2.73% return on investment over 90 days. One Rock Fund is currently producing 0.0947% returns and takes up 3.0918% volatility of returns over 90 trading days. Put another way, 27% of traded mutual funds are less volatile than One, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
One Rock Current Valuation
Undervalued
Today
Please note that One Rock's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. One Rock Fund holds a recent Real Value of $46.95 per share. The prevailing price of the fund is $44.73. We determine the value of One Rock Fund 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 One Rock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of One Mutual Fund. However, One Rock'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 44.73 | Real 46.95 | Hype 44.73 |
The intrinsic value of One Rock'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 One Rock'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 One Rock Fund helps investors to forecast how One 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 One Rock more accurately as focusing exclusively on One Rock's fundamentals will not take into account other important factors: One Rock Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for One Rock's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as One Rock Fund, and traders can use it to determine the average amount a One Rock'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 = 0.0306
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | ONERX | High Risk | Huge Risk |
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Estimated Market Risk
| 3.09 actual daily | 27 73% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average One Rock is performing at about 2% 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 One Rock by adding it to a well-diversified portfolio.
One Rock Fundamentals Growth
One Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of One Rock, and One Rock 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 One Mutual Fund performance.
| Total Asset | 9.88 M | ||||
About One Rock Performance
Evaluating One Rock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if One Rock 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 One Rock 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.
To achieve the funds investment objectives, the Adviser invests primarily in publicly traded common stocks of any capitalization. It may also invest in stock options, stock index futures, and stocks of foreign and emerging market issuers listed on U.S. exchanges. The Adviser defines emerging market issuers to be those found in the MSCI Emerging Markets Index. The Adviser may engage in short sales of common stocks. The fund is non-diversified.Things to note about One Rock Fund performance evaluation
Checking the ongoing alerts about One Rock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for One Rock Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| One Rock Fund had very high historical volatility over the last 90 days | |
| The fund maintains 99.93% of its assets in stocks |
- Analyzing One Rock'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 One Rock's stock is overvalued or undervalued compared to its peers.
- Examining One Rock'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 One Rock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of One Rock's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of One Rock's mutual fund. These opinions can provide insight into One Rock's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in One Mutual Fund
One Rock financial ratios help investors to determine whether One 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 One with respect to the benefits of owning One Rock security.
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