Vulcan Value Partners Fund Manager Performance Evaluation
| VVPLX Fund | USD 28.53 0.10 0.35% |
The entity has a beta of 0.84, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vulcan Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vulcan Value is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Vulcan Value Partners are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Vulcan Value 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 | 31st of August 2022 | |
| Expense Ratio | 1.0800 |
Vulcan |
Vulcan Value Relative Risk vs. Return Landscape
If you would invest 2,718 in Vulcan Value Partners on September 16, 2024 and sell it today you would earn a total of 135.00 from holding Vulcan Value Partners or generate 4.97% return on investment over 90 days. Vulcan Value Partners is currently producing 0.0774% returns and takes up 0.7585% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Vulcan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vulcan Value Current Valuation
Fairly Valued
Today
Please note that Vulcan Value's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vulcan Value Partners has a current Real Value of $28.36 per share. The regular price of the fund is $28.53. We determine the value of Vulcan Value Partners 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 Vulcan Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vulcan Mutual Fund. However, Vulcan Value'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 28.53 | Real 28.36 | Hype 28.53 |
The intrinsic value of Vulcan Value'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 Vulcan Value'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 Vulcan Value Partners helps investors to forecast how Vulcan 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 Vulcan Value more accurately as focusing exclusively on Vulcan Value's fundamentals will not take into account other important factors: Vulcan Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vulcan Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vulcan Value Partners, and traders can use it to determine the average amount a Vulcan Value'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 = 0.1021
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | VVPLX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Vulcan Value is performing at about 8% 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 Vulcan Value by adding it to a well-diversified portfolio.
Vulcan Value Fundamentals Growth
Vulcan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vulcan Value, and Vulcan Value 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 Vulcan Mutual Fund performance.
| Price To Earning | 15.68 X | ||||
| Price To Book | 1.88 X | ||||
| Price To Sales | 0.98 X | ||||
| Total Asset | 244.83 M | ||||
About Vulcan Value Performance
Evaluating Vulcan Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vulcan Value 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 Vulcan Value 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 long-term capital appreciation by investing primarily in publicly traded small-cap and large-cap companies the fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund generally regards small-cap companies to be those less than 10 billion in market. It is non-diversified.Things to note about Vulcan Value Partners performance evaluation
Checking the ongoing alerts about Vulcan Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vulcan Value Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 98.83% of its net assets in stocks |
- Analyzing Vulcan Value'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 Vulcan Value's stock is overvalued or undervalued compared to its peers.
- Examining Vulcan Value'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 Vulcan Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vulcan Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vulcan Value's mutual fund. These opinions can provide insight into Vulcan Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vulcan Mutual Fund
Vulcan Value financial ratios help investors to determine whether Vulcan 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 Vulcan with respect to the benefits of owning Vulcan Value security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |