Emerging Economies Fund Manager Performance Evaluation
| VCGEX Fund | USD 6.42 0.02 0.31% |
The fund shows a Beta (market volatility) of 0.39, which means possible diversification benefits within a given portfolio. As returns on the market increase, Emerging Economies' returns are expected to increase less than the market. However, during the bear market, the loss of holding Emerging Economies is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Emerging Economies Fund are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Emerging Economies is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9500 |
Emerging |
Emerging Economies Relative Risk vs. Return Landscape
If you would invest 635.00 in Emerging Economies Fund on September 3, 2024 and sell it today you would earn a total of 5.00 from holding Emerging Economies Fund or generate 0.79% return on investment over 90 days. Emerging Economies Fund is currently producing 0.016% returns and takes up 0.8761% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Emerging, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Emerging Economies Current Valuation
Fairly Valued
Today
Please note that Emerging Economies' price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Emerging Economies shows a prevailing Real Value of $6.46 per share. The current price of the fund is $6.42. We determine the value of Emerging Economies from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Emerging Economies is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Emerging Mutual Fund. However, Emerging Economies' 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 6.42 | Real 6.46 | Hype 6.4 | Naive 6.3 |
The intrinsic value of Emerging Economies' 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 Emerging Economies' 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 Emerging Economies Fund helps investors to forecast how Emerging 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 Emerging Economies more accurately as focusing exclusively on Emerging Economies' fundamentals will not take into account other important factors: Emerging Economies Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Emerging Economies' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Emerging Economies Fund, and traders can use it to determine the average amount a Emerging Economies' 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 = 0.0183
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VCGEX |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Emerging Economies is performing at about 1% 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 Emerging Economies by adding it to a well-diversified portfolio.
Emerging Economies Fundamentals Growth
Emerging Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Emerging Economies, and Emerging Economies 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 Emerging Mutual Fund performance.
| Price To Earning | 10.33 X | |||
| Price To Book | 1.31 X | |||
| Price To Sales | 0.92 X | |||
| Total Asset | 756.54 M | |||
About Emerging Economies Performance
Evaluating Emerging Economies' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Emerging Economies 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 Emerging Economies 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 invests at least 80 percent of value of its net assets in equity securities of emerging market companies and other investments that are tied economically to emerging markets. The fund may invest in securities denominated in U.S. dollars, other major reserve currencies, such as the euro, yen and pound sterling, and currencies of other countries in which it can invest.Things to note about Emerging Economies performance evaluation
Checking the ongoing alerts about Emerging Economies for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Emerging Economies help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Emerging Economies keeps 98.89% of its net assets in stocks |
- Analyzing Emerging Economies' 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 Emerging Economies' stock is overvalued or undervalued compared to its peers.
- Examining Emerging Economies' 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 Emerging Economies' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Emerging Economies' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Emerging Economies' mutual fund. These opinions can provide insight into Emerging Economies' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Emerging Mutual Fund
Emerging Economies financial ratios help investors to determine whether Emerging 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 Emerging with respect to the benefits of owning Emerging Economies security.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |