Volumetric Fund Volumetric Fund Manager Performance Evaluation
| VOLMX Fund | USD 22.85 0.14 0.61% |
The entity has a beta of 0.96, which indicates possible diversification benefits within a given portfolio. Volumetric Fund returns are very sensitive to returns on the market. As the market goes up or down, Volumetric Fund is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Volumetric Fund Volumetric has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's primary indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreVolumetric |
Volumetric Fund Relative Risk vs. Return Landscape
If you would invest 2,587 in Volumetric Fund Volumetric on December 26, 2024 and sell it today you would lose (288.00) from holding Volumetric Fund Volumetric or give up 11.13% of portfolio value over 90 days. Volumetric Fund Volumetric is currently producing negative expected returns and takes up 1.225% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Volumetric, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Volumetric Fund Current Valuation
Fairly Valued
Today
Please note that Volumetric Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Volumetric Fund Volu has a current Real Value of $23.24 per share. The regular price of the fund is $22.85. We determine the value of Volumetric Fund Volu from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Volumetric Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Volumetric Mutual Fund. However, Volumetric Fund'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 22.85 | Real 23.24 | Hype 22.99 | Naive 23.13 |
The intrinsic value of Volumetric Fund'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 Volumetric Fund'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 Volumetric Fund Volumetric helps investors to forecast how Volumetric 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 Volumetric Fund more accurately as focusing exclusively on Volumetric Fund's fundamentals will not take into account other important factors: Volumetric Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Volumetric Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Volumetric Fund Volumetric, and traders can use it to determine the average amount a Volumetric Fund'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 = -0.1542
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| Negative Returns | VOLMX |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Volumetric Fund 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 Volumetric Fund by adding Volumetric Fund to a well-diversified portfolio.
Volumetric Fund Fundamentals Growth
Volumetric Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Volumetric Fund, and Volumetric Fund 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 Volumetric Mutual Fund performance.
| Price To Earning | 17.28 X | ||||
| Price To Book | 2.53 X | ||||
| Price To Sales | 1.27 X | ||||
| Total Asset | 43.33 M | ||||
About Volumetric Fund Performance
Evaluating Volumetric Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Volumetric Fund 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 Volumetric Fund 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 seeks to achieve its objective by investing primarily in a broadly diversified portfolio of large and mid-cap domestic stocks with annual revenues, at the time of purchase, over 3 billion. The manager generally maintains a portfolio containing a blend of value and growth stocks. The fund invests primarily in issuers listed on the New York Stock Exchange, and to a lesser extent, in common stocks of issuers listed on NASDAQ and other exchanges. It may also invest up to 15 percent of its net assets, in ETFs that track the SP 500 Total Return Index.Things to note about Volumetric Fund Volu performance evaluation
Checking the ongoing alerts about Volumetric Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Volumetric Fund Volu help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Volumetric Fund Volu generated a negative expected return over the last 90 days | |
| The fund keeps about 14.7% of its net assets in cash |
- Analyzing Volumetric Fund'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 Volumetric Fund's stock is overvalued or undervalued compared to its peers.
- Examining Volumetric Fund'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 Volumetric Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Volumetric Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Volumetric Fund's mutual fund. These opinions can provide insight into Volumetric Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Volumetric Mutual Fund
Volumetric Fund financial ratios help investors to determine whether Volumetric 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 Volumetric with respect to the benefits of owning Volumetric Fund security.
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| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |