Inverse Dow 2x Fund Manager Performance Evaluation
| RYCZX Fund | USD 23.47 0.55 2.29% |
The fund retains a Market Volatility (i.e., Beta) of -1.93, which attests to a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Inverse Dow are expected to decrease by larger amounts. On the other hand, during market turmoil, Inverse Dow is expected to outperform it.
Risk-Adjusted Performance
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Over the last 90 days Inverse Dow 2x has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Inverse Dow 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 August 2022 | |
| Expense Ratio | 2.5100 |
Inverse |
Inverse Dow Relative Risk vs. Return Landscape
If you would invest 2,518 in Inverse Dow 2x on September 22, 2024 and sell it today you would lose (171.00) from holding Inverse Dow 2x or give up 6.79% of portfolio value over 90 days. Inverse Dow 2x is currently producing negative expected returns and takes up 1.652% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Inverse, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Inverse Dow Current Valuation
Overvalued
Today
Please note that Inverse Dow's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Inverse Dow 2x retains a regular Real Value of $21.71 per share. The prevalent price of the fund is $23.47. We determine the value of Inverse Dow 2x from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Inverse Dow is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inverse Mutual Fund. However, Inverse Dow'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 23.47 | Real 21.71 | Hype 23.47 | Naive 24.17 |
The intrinsic value of Inverse Dow'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 Inverse Dow'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 Inverse Dow 2x helps investors to forecast how Inverse 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 Inverse Dow more accurately as focusing exclusively on Inverse Dow's fundamentals will not take into account other important factors: Inverse Dow Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inverse Dow's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Inverse Dow 2x, and traders can use it to determine the average amount a Inverse Dow'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 = -0.0583
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RYCZX |
Estimated Market Risk
| 1.65 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Inverse Dow 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 Inverse Dow by adding Inverse Dow to a well-diversified portfolio.
Inverse Dow Fundamentals Growth
Inverse Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inverse Dow, and Inverse Dow 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 Inverse Mutual Fund performance.
| Total Asset | 250 K | ||||
About Inverse Dow Performance
Evaluating Inverse Dow's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inverse Dow 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 Inverse Dow 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 employs as its investment strategy a program of engaging in short sales of securities generally included in the underlying index and investing in derivative instruments. It will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. The fund is non-diversified.Things to note about Inverse Dow 2x performance evaluation
Checking the ongoing alerts about Inverse Dow for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inverse Dow 2x help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Inverse Dow 2x generated a negative expected return over the last 90 days | |
| This fund generated-28.0 ten year return of -28.0% | |
| Inverse Dow maintains about 78.66% of its assets in cash |
- Analyzing Inverse Dow'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 Inverse Dow's stock is overvalued or undervalued compared to its peers.
- Examining Inverse Dow'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 Inverse Dow's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inverse Dow's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inverse Dow's mutual fund. These opinions can provide insight into Inverse Dow's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Inverse Mutual Fund
Inverse Dow financial ratios help investors to determine whether Inverse 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 Inverse with respect to the benefits of owning Inverse Dow security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |