Rbb Fund Trust Fund Manager Performance Evaluation
| PEIEX Fund | 11.02 0.05 0.46% |
The fund holds a Beta of 0.0067, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rbb Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rbb Fund is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Rbb Fund Trust has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreRbb |
Rbb Fund Relative Risk vs. Return Landscape
If you would invest 1,211 in Rbb Fund Trust on October 9, 2024 and sell it today you would lose (109.00) from holding Rbb Fund Trust or give up 9.0% of portfolio value over 90 days. Rbb Fund Trust is currently producing negative expected returns and takes up 1.9042% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Rbb, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rbb Fund Current Valuation
Overvalued
Today
Please note that Rbb Fund's price fluctuation is not too volatile at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Rbb Fund Trust holds a recent Real Value of USD10.74 per share. The prevailing price of the fund is USD11.02. Our model determines the value of Rbb Fund Trust from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Rbb Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbb Mutual Fund. However, Rbb Fund'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 11.02 | Real 10.74 | Hype 10.97 |
The intrinsic value of Rbb Fund'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 Rbb Fund'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 Rbb Fund Trust helps investors to forecast how Rbb 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 Rbb Fund more accurately as focusing exclusively on Rbb Fund's fundamentals will not take into account other important factors: Rbb Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbb Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbb Fund Trust, and traders can use it to determine the average amount a Rbb Fund'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 = -0.0697
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PEIEX |
Estimated Market Risk
| 1.9 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Rbb Fund 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 Rbb Fund by adding Rbb Fund to a well-diversified portfolio.
Rbb Fund Fundamentals Growth
Rbb Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rbb Fund, and Rbb Fund 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 Rbb Mutual Fund performance.
About Rbb Fund Performance
Evaluating Rbb Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbb Fund 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 Rbb Fund 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 Adviser seeks to achieve the funds investment objective primarily by investing in exchange-traded futures, including equity index, such as futures related to the MSCI EAFE Index, and currency futures. The fund may also invest in forward contracts. The Adviser seeks to capture the returns of large and mid-cap equity securities in developed markets outside of the U.S. and Canada by investing in exchange-traded equity index futures such as futures on the MSCI EAFE Index. The fund will invest in exchange-traded futures providing exposure to developed market and emerging market currencies.Things to note about Rbb Fund Trust performance evaluation
Checking the ongoing alerts about Rbb Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbb Fund Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rbb Fund Trust generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Rbb Fund'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 Rbb Fund's stock is overvalued or undervalued compared to its peers.
- Examining Rbb Fund'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 Rbb Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbb Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbb Fund's mutual fund. These opinions can provide insight into Rbb Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rbb Mutual Fund
Rbb Fund financial ratios help investors to determine whether Rbb 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 Rbb with respect to the benefits of owning Rbb Fund security.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |