Riverpark Longshort Opportunity Fund Manager Performance Evaluation
| RLSFX Fund | USD 14.13 0.06 0.42% |
The fund holds a Beta of 0.53, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Riverpark Long/short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Riverpark Long/short is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Riverpark Longshort Opportunity are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Riverpark Long/short may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 26th of January 2023 | |
| Expense Ratio | 2.0000 |
Riverpark |
Riverpark Long/short Relative Risk vs. Return Landscape
If you would invest 1,316 in Riverpark Longshort Opportunity on August 30, 2024 and sell it today you would earn a total of 97.00 from holding Riverpark Longshort Opportunity or generate 7.37% return on investment over 90 days. Riverpark Longshort Opportunity is currently producing 0.1135% returns and takes up 0.6888% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Riverpark, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Riverpark Long/short Current Valuation
Fairly Valued
Today
Please note that Riverpark Long/short's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Riverpark Long/short holds a recent Real Value of $13.96 per share. The prevailing price of the fund is $14.13. We determine the value of Riverpark Long/short 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 Riverpark Long/short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Riverpark Mutual Fund. However, Riverpark Long/short'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 14.13 | Real 13.96 | Hype 14.13 |
The intrinsic value of Riverpark Long/short'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 Riverpark Long/short'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 Riverpark Longshort Opportunity helps investors to forecast how Riverpark 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 Riverpark Long/short more accurately as focusing exclusively on Riverpark Long/short's fundamentals will not take into account other important factors: Riverpark Long/short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riverpark Long/short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Riverpark Longshort Opportunity, and traders can use it to determine the average amount a Riverpark Long/short'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 = 0.1648
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| Cash | RLSFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Riverpark Long/short is performing at about 12% 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 Riverpark Long/short by adding it to a well-diversified portfolio.
Riverpark Long/short Fundamentals Growth
Riverpark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Riverpark Long/short, and Riverpark Long/short 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 Riverpark Mutual Fund performance.
| Price To Earning | 24.35 X | ||||
| Price To Book | 3.89 X | ||||
| Price To Sales | 2.88 X | ||||
| Total Asset | 9.93 M | ||||
About Riverpark Long/short Performance
Evaluating Riverpark Long/short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Riverpark Long/short 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 Riverpark Long/short 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 seeks long-term capital appreciation while managing downside volatility by investing long in equity securities that RiverPark believes have above-average growth prospects and selling short equity securities the Adviser believes are competitively disadvantaged over the long term. It invests primarily in the securities of U.S. companies, but it may also invest outside the U.S. The fund limits its investments in the securities of foreign issuers to no more than 15 percent of its assets.Things to note about Riverpark Long/short performance evaluation
Checking the ongoing alerts about Riverpark Long/short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Riverpark Long/short 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 -10.0% | |
| Riverpark Long/short maintains about 16.28% of its assets in cash |
- Analyzing Riverpark Long/short'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 Riverpark Long/short's stock is overvalued or undervalued compared to its peers.
- Examining Riverpark Long/short'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 Riverpark Long/short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riverpark Long/short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Riverpark Long/short's mutual fund. These opinions can provide insight into Riverpark Long/short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riverpark Mutual Fund
Riverpark Long/short financial ratios help investors to determine whether Riverpark 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 Riverpark with respect to the benefits of owning Riverpark Long/short security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |