Rice Hall James Fund Manager Performance Evaluation
| RHJSX Fund | USD 26.74 0.12 0.45% |
The fund holds a Beta of 1.59, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Rice Hall will likely underperform.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Rice Hall James are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Rice Hall may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.2500 |
Rice |
Rice Hall Relative Risk vs. Return Landscape
If you would invest 2,450 in Rice Hall James on September 2, 2024 and sell it today you would earn a total of 224.00 from holding Rice Hall James or generate 9.14% return on investment over 90 days. Rice Hall James is currently producing 0.1459% returns and takes up 1.3624% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Rice, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rice Hall Current Valuation
Fairly Valued
Today
Please note that Rice Hall's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Rice Hall James holds a recent Real Value of $26.36 per share. The prevailing price of the fund is $26.74. We determine the value of Rice Hall James 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 Rice Hall is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rice Mutual Fund. However, Rice Hall'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 26.74 | Real 26.36 | Hype 26.74 |
The intrinsic value of Rice Hall'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 Rice Hall'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 Rice Hall James helps investors to forecast how Rice 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 Rice Hall more accurately as focusing exclusively on Rice Hall's fundamentals will not take into account other important factors: Rice Hall Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rice Hall's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rice Hall James, and traders can use it to determine the average amount a Rice Hall'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 = 0.1071
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | RHJSX | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.36 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Rice Hall is performing at about 8% 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 Rice Hall by adding it to a well-diversified portfolio.
Rice Hall Fundamentals Growth
Rice Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rice Hall, and Rice Hall 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 Rice Mutual Fund performance.
| Price To Earning | 24.90 X | ||||
| Price To Book | 2.42 X | ||||
| Price To Sales | 1.27 X | ||||
About Rice Hall Performance
Evaluating Rice Hall's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rice Hall 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 Rice Hall 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-cap companies. The manager focuses on U.S. companies with total market capitalizations that at the time of initial purchase fall within the range of companies in the Russell Microcap Index at reconstitution each June.Things to note about Rice Hall James performance evaluation
Checking the ongoing alerts about Rice Hall for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rice Hall James help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of 0.0% | |
| Rice Hall James maintains 95.79% of its assets in stocks |
- Analyzing Rice Hall'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 Rice Hall's stock is overvalued or undervalued compared to its peers.
- Examining Rice Hall'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 Rice Hall's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rice Hall's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rice Hall's mutual fund. These opinions can provide insight into Rice Hall's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rice Mutual Fund
Rice Hall financial ratios help investors to determine whether Rice 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 Rice with respect to the benefits of owning Rice Hall security.
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