Riverfront Asset Allocation Fund Manager Performance Evaluation
| RAGIX Fund | USD 13.86 0.09 0.65% |
The fund holds a Beta of 0.56, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Riverfront Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Riverfront Asset is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Riverfront Asset Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Riverfront Asset 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 | 28th of February 2023 |
Riverfront |
Riverfront Asset Relative Risk vs. Return Landscape
If you would invest 1,395 in Riverfront Asset Allocation on December 27, 2024 and sell it today you would lose (9.00) from holding Riverfront Asset Allocation or give up 0.65% of portfolio value over 90 days. Riverfront Asset Allocation is currently producing negative expected returns and takes up 0.6248% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Riverfront, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Riverfront Asset Current Valuation
Fairly Valued
Today
Please note that Riverfront Asset's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Riverfront Asset All holds a recent Real Value of $13.89 per share. The prevailing price of the fund is $13.86. We determine the value of Riverfront Asset All 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 Riverfront Asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Riverfront Mutual Fund. However, Riverfront Asset'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 13.86 | Real 13.89 | Hype 13.86 | Naive 14.09 |
The intrinsic value of Riverfront Asset'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 Riverfront Asset'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 Riverfront Asset Allocation helps investors to forecast how Riverfront 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 Riverfront Asset more accurately as focusing exclusively on Riverfront Asset's fundamentals will not take into account other important factors: Riverfront Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riverfront Asset's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Riverfront Asset Allocation, and traders can use it to determine the average amount a Riverfront Asset'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 = -0.0142
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RAGIX |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Riverfront Asset 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 Riverfront Asset by adding Riverfront Asset to a well-diversified portfolio.
Riverfront Asset Fundamentals Growth
Riverfront Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Riverfront Asset, and Riverfront Asset 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 Riverfront Mutual Fund performance.
| Total Asset | 19.53 M | ||||
About Riverfront Asset Performance
Evaluating Riverfront Asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Riverfront Asset 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 Riverfront Asset 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 investment seeks to achieve long-term growth and income. Riverfront Asset is traded on NASDAQ Exchange in the United States.Things to note about Riverfront Asset All performance evaluation
Checking the ongoing alerts about Riverfront Asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Riverfront Asset All help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Riverfront Asset All generated a negative expected return over the last 90 days | |
| The fund maintains about 5.67% of its assets in cash |
- Analyzing Riverfront Asset'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 Riverfront Asset's stock is overvalued or undervalued compared to its peers.
- Examining Riverfront Asset'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 Riverfront Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riverfront Asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Riverfront Asset's mutual fund. These opinions can provide insight into Riverfront Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riverfront Mutual Fund
Riverfront Asset financial ratios help investors to determine whether Riverfront 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 Riverfront with respect to the benefits of owning Riverfront Asset security.
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