Inverse High Yield Fund Manager Performance Evaluation
| RYIHX Fund | USD 49.05 0.07 0.14% |
The fund retains a Market Volatility (i.e., Beta) of -0.0753, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Inverse High are expected to decrease at a much lower rate. During the bear market, Inverse High is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Inverse High Yield are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Inverse High 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 | 19th of August 2022 | |
| Expense Ratio | 1.5700 |
Inverse |
Inverse High Relative Risk vs. Return Landscape
If you would invest 4,855 in Inverse High Yield on September 13, 2024 and sell it today you would earn a total of 50.00 from holding Inverse High Yield or generate 1.03% return on investment over 90 days. Inverse High Yield is currently producing 0.0166% returns and takes up 0.2619% volatility of returns over 90 trading days. Put another way, 2% 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 High Current Valuation
Overvalued
Today
Please note that Inverse High's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Inverse High Yield retains a regular Real Value of $46.62 per share. The prevalent price of the fund is $49.05. We determine the value of Inverse High Yield 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 High is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inverse Mutual Fund. However, Inverse High'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 49.05 | Real 46.62 | Hype 49.05 | Naive 48.95 |
The intrinsic value of Inverse High'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 High'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 High Yield 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 High more accurately as focusing exclusively on Inverse High's fundamentals will not take into account other important factors: Inverse High Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inverse High's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Inverse High Yield, and traders can use it to determine the average amount a Inverse High'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 = 0.0634
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RYIHX |
Estimated Market Risk
| 0.26 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Inverse High is performing at about 4% 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 Inverse High by adding it to a well-diversified portfolio.
Inverse High Fundamentals Growth
Inverse Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inverse High, and Inverse High 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 | 9.14 M | ||||
About Inverse High Performance
Evaluating Inverse High's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inverse High 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 High 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 will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments that in combination should provide inverse exposure to the U.S. and Canadian high yield bond markets. It will primarily invest in credit default swaps, swaps on ETFs, and bond futures to gain inverse exposure to the high yield bond market. The fund is non-diversified.Things to note about Inverse High Yield performance evaluation
Checking the ongoing alerts about Inverse High for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inverse High Yield help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Inverse High Yield generated-9.0 ten year return of -9.0% | |
| This fund maintains about 95.06% of its assets in cash |
- Analyzing Inverse High'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 High's stock is overvalued or undervalued compared to its peers.
- Examining Inverse High'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 High's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inverse High's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inverse High's mutual fund. These opinions can provide insight into Inverse High's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Inverse Mutual Fund
Inverse High 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 High security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |