Inverse Russell 2000 Fund Manager Performance Evaluation
| RYIUX Fund | USD 6.35 0.12 1.85% |
The fund retains a Market Volatility (i.e., Beta) of -2.87, which attests to a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Inverse Russell are expected to decrease by larger amounts. On the other hand, during market turmoil, Inverse Russell is expected to outperform it.
Risk-Adjusted Performance
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Over the last 90 days Inverse Russell 2000 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Inverse Russell 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 | 1.7900 |
Inverse |
Inverse Russell Relative Risk vs. Return Landscape
If you would invest 687.00 in Inverse Russell 2000 on September 24, 2024 and sell it today you would lose (52.00) from holding Inverse Russell 2000 or give up 7.57% of portfolio value over 90 days. Inverse Russell 2000 is currently producing negative expected returns and takes up 2.6352% volatility of returns over 90 trading days. Put another way, 23% 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 Russell Current Valuation
Overvalued
Today
Please note that Inverse Russell's price fluctuation is slightly risky at this time. At this time, the entity appears to be overvalued. Inverse Russell 2000 retains a regular Real Value of $5.85 per share. The prevalent price of the fund is $6.35. We determine the value of Inverse Russell 2000 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 Russell is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inverse Mutual Fund. However, Inverse Russell'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 6.35 | Real 5.85 | Hype 6.35 |
The intrinsic value of Inverse Russell'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 Russell'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 Russell 2000 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 Russell more accurately as focusing exclusively on Inverse Russell's fundamentals will not take into account other important factors: Inverse Russell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inverse Russell's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Inverse Russell 2000, and traders can use it to determine the average amount a Inverse Russell'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 = -0.0334
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RYIUX |
Estimated Market Risk
| 2.64 actual daily | 23 77% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Inverse Russell 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 Russell by adding Inverse Russell to a well-diversified portfolio.
Inverse Russell Fundamentals Growth
Inverse Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inverse Russell, and Inverse Russell 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.
| Price To Earning | 19.75 X | ||||
| Price To Book | 1.84 X | ||||
| Price To Sales | 1.09 X | ||||
| Total Asset | 840 K | ||||
About Inverse Russell Performance
Evaluating Inverse Russell's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inverse Russell 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 Russell 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 Russell 2000 performance evaluation
Checking the ongoing alerts about Inverse Russell for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inverse Russell 2000 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Inverse Russell 2000 generated a negative expected return over the last 90 days | |
| This fund generated-28.0 ten year return of -28.0% | |
| Inverse Russell maintains about 123.68% of its assets in cash |
- Analyzing Inverse Russell'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 Russell's stock is overvalued or undervalued compared to its peers.
- Examining Inverse Russell'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 Russell's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inverse Russell's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inverse Russell's mutual fund. These opinions can provide insight into Inverse Russell's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Inverse Mutual Fund
Inverse Russell 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 Russell security.
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