Quantified Tactical Sectors Fund Manager Performance Evaluation
| QTSSX Fund | USD 7.49 0.10 1.32% |
The fund holds a Beta of 0.041, which implies not very significant fluctuations relative to the market. As returns on the market increase, Quantified Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Quantified Tactical is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Quantified Tactical Sectors are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Quantified Tactical showed solid returns over the last few months and may actually be approaching a breakup point.
...moreQuantified |
Quantified Tactical Relative Risk vs. Return Landscape
If you would invest 655.00 in Quantified Tactical Sectors on September 12, 2024 and sell it today you would earn a total of 94.00 from holding Quantified Tactical Sectors or generate 14.35% return on investment over 90 days. Quantified Tactical Sectors is currently producing 0.2206% returns and takes up 1.242% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Quantified, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Quantified Tactical Current Valuation
Undervalued
Today
Please note that Quantified Tactical's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Quantified Tactical holds a recent Real Value of $8.05 per share. The prevailing price of the fund is $7.49. We determine the value of Quantified Tactical 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 Quantified Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Quantified Mutual Fund. However, Quantified Tactical'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 7.49 | Real 8.05 | Hype 7.49 | Naive 7.45 |
The intrinsic value of Quantified Tactical'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 Quantified Tactical'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 Quantified Tactical Sectors helps investors to forecast how Quantified 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 Quantified Tactical more accurately as focusing exclusively on Quantified Tactical's fundamentals will not take into account other important factors: Quantified Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Quantified Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Quantified Tactical Sectors, and traders can use it to determine the average amount a Quantified Tactical'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 = 0.1776
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | QTSSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Quantified Tactical is performing at about 13% 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 Quantified Tactical by adding it to a well-diversified portfolio.
Quantified Tactical Fundamentals Growth
Quantified Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Quantified Tactical, and Quantified Tactical 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 Quantified Mutual Fund performance.
| Total Asset | 74.09 M | |||
About Quantified Tactical Performance
Evaluating Quantified Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Quantified Tactical 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 Quantified Tactical 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 fund is aggressively managed by the Subadviser using a tactical strategy that typically results in high portfolio turnover. Tactical asset allocation is an active portfolio management strategy that shifts the percentage of assets held in various sectors to seek to take advantage of what the Subadviser believes are the strongest market sectors. It invests primarily in equity securities either directly through individual stocks or indirectly through exchange-traded funds and other investment companies.Things to note about Quantified Tactical performance evaluation
Checking the ongoing alerts about Quantified Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Quantified Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 15.53% of its assets in cash |
- Analyzing Quantified Tactical'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 Quantified Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Quantified Tactical'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 Quantified Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Quantified Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Quantified Tactical's mutual fund. These opinions can provide insight into Quantified Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Quantified Mutual Fund
Quantified Tactical financial ratios help investors to determine whether Quantified 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 Quantified with respect to the benefits of owning Quantified Tactical security.
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