Real Estate Fund Manager Performance Evaluation
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 Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong 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 |
Real |
Real Estate Relative Risk vs. Return Landscape
If you would invest (100.00) in Real Estate Fund on December 22, 2024 and sell it today you would earn a total of 100.00 from holding Real Estate Fund or generate -100.0% return on investment over 90 days. Real Estate Fund 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 Fund, 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 | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| REACX |
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 | 32.57 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 7.36 X | ||||
| Total Asset | 290.13 M | ||||
Things to note about Real Estate Fund 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 Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Real Estate Fund is not yet fully synchronised with the market data | |
| Real Estate Fund has some characteristics of a very speculative penny stock | |
| The fund maintains 97.4% 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 Your Equity Center 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 main economic indicators. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
Other Tools for Real Mutual Fund
When running Real Estate's price analysis, check to measure Real Estate's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Real Estate is operating at the current time. Most of Real Estate's value examination focuses on studying past and present price action to predict the probability of Real Estate's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Real Estate's price. Additionally, you may evaluate how the addition of Real Estate to your portfolios can decrease your overall portfolio volatility.
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