World Precious Minerals Fund Manager Performance Evaluation
| UNWPX Fund | USD 1.52 0.01 0.66% |
The entity maintains a market beta of 0.3, which attests to not very significant fluctuations relative to the market. As returns on the market increase, World Precious' returns are expected to increase less than the market. However, during the bear market, the loss of holding World Precious is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in World Precious Minerals are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, World Precious is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.7400 |
World |
World Precious Relative Risk vs. Return Landscape
If you would invest 149.00 in World Precious Minerals on September 2, 2024 and sell it today you would earn a total of 3.00 from holding World Precious Minerals or generate 2.01% return on investment over 90 days. World Precious Minerals is currently producing 0.0445% returns and takes up 1.6512% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than World, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
World Precious Current Valuation
Overvalued
Today
Please note that World Precious' price fluctuation is unstable at this time. Based on Macroaxis valuation methodology, the fund appears to be overvalued. World Precious Minerals maintains a prevalent Real Value of $1.38 per share. The last-minute price of the fund is $1.52. We determine the value of World Precious Minerals from examining 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 grow together.
Since World Precious is currently traded on the exchange, buyers and sellers on that exchange determine the market value of World Mutual Fund. However, World Precious' 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 1.52 | Real 1.38 | Hype 1.52 |
The intrinsic value of World Precious' 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 World Precious' 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 World Precious Minerals helps investors to forecast how World 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 World Precious more accurately as focusing exclusively on World Precious' fundamentals will not take into account other important factors: World Precious Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for World Precious' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as World Precious Minerals, and traders can use it to determine the average amount a World Precious' 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 = 0.027
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UNWPX |
Estimated Market Risk
| 1.65 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average World Precious is performing at about 2% 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 World Precious by adding it to a well-diversified portfolio.
World Precious Fundamentals Growth
World Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of World Precious, and World Precious 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 World Mutual Fund performance.
| Price To Earning | 19.48 X | ||||
| Price To Book | 2.27 X | ||||
| Price To Sales | 2.36 X | ||||
About World Precious Performance
Evaluating World Precious' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if World Precious 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 World Precious 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 market conditions, the fund will invest at least 80 percent of its net assets in equity and equity-related securities of companies principally engaged in the exploration for, or mining and processing of, precious stones and minerals, including but not limited to, gold, silver, platinum group, palladium, rare earth minerals, and diamonds. The fund also may purchase call and put options, and enter into covered option writing transactions. In addition, the fund may invest up to 15 percent of its net assets in illiquid securities. It is non-diversified.Things to note about World Precious Minerals performance evaluation
Checking the ongoing alerts about World Precious for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for World Precious Minerals help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| World Precious may become a speculative penny stock | |
| World Precious Minerals generated-8.0 ten year return of -8.0% | |
| This fund keeps 96.96% of its net assets in stocks |
- Analyzing World Precious' 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 World Precious' stock is overvalued or undervalued compared to its peers.
- Examining World Precious' 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 World Precious' management team can have a significant impact on its success or failure. Reviewing the track record and experience of World Precious' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of World Precious' mutual fund. These opinions can provide insight into World Precious' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in World Mutual Fund
World Precious financial ratios help investors to determine whether World 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 World with respect to the benefits of owning World Precious security.
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| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |