Resq Dynamic Allocation Fund Manager Performance Evaluation
| RQEIX Fund | USD 11.34 0.08 0.70% |
The fund holds a Beta of 0.61, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Resq Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Resq Dynamic is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Resq Dynamic Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Resq Dynamic 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 February 2019 |
Resq |
Resq Dynamic Relative Risk vs. Return Landscape
If you would invest 1,142 in Resq Dynamic Allocation on December 24, 2024 and sell it today you would lose (8.00) from holding Resq Dynamic Allocation or give up 0.7% of portfolio value over 90 days. Resq Dynamic Allocation is currently producing negative expected returns and takes up 0.9215% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Resq, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Resq Dynamic Current Valuation
Overvalued
Today
Please note that Resq Dynamic's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Resq Dynamic Allocation holds a recent Real Value of $10.77 per share. The prevailing price of the fund is $11.34. We determine the value of Resq Dynamic Allocation 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 Resq Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Resq Mutual Fund. However, Resq Dynamic'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 11.34 | Real 10.77 | Hype 11.34 | Naive 11.63 |
The intrinsic value of Resq Dynamic'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 Resq Dynamic'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 Resq Dynamic Allocation helps investors to forecast how Resq 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 Resq Dynamic more accurately as focusing exclusively on Resq Dynamic's fundamentals will not take into account other important factors: Resq Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Resq Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Resq Dynamic Allocation, and traders can use it to determine the average amount a Resq Dynamic'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 = -0.0082
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RQEIX |
Estimated Market Risk
| 0.92 actual daily | 8 92% 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 Resq Dynamic 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 Resq Dynamic by adding Resq Dynamic to a well-diversified portfolio.
Resq Dynamic Fundamentals Growth
Resq Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Resq Dynamic, and Resq Dynamic 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 Resq Mutual Fund performance.
| Price To Earning | 17.33 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 1.75 X | ||||
| Total Asset | 400 K | ||||
About Resq Dynamic Performance
Evaluating Resq Dynamic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Resq Dynamic 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 Resq Dynamic 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 to achieve its investment objective by investing, either directly or indirectly through mutual funds and exchange traded funds , in foreign and domestic equity securities, fixed income securities and commodities. The equity securities in which the fund invests may be of any market capitalization and includes common stocks, preferred stocks, rights, warrants, depositary receipts and real estate investment trusts .Things to note about Resq Dynamic Allocation performance evaluation
Checking the ongoing alerts about Resq Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Resq Dynamic Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Resq Dynamic generated a negative expected return over the last 90 days | |
| The fund maintains 96.97% of its assets in stocks |
- Analyzing Resq Dynamic'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 Resq Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Resq Dynamic'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 Resq Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Resq Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Resq Dynamic's mutual fund. These opinions can provide insight into Resq Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Resq Mutual Fund
Resq Dynamic financial ratios help investors to determine whether Resq 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 Resq with respect to the benefits of owning Resq Dynamic security.
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