Index Fund Administrator Fund Manager Performance Evaluation
| WFIOX Fund | USD 51.42 1.08 2.15% |
The fund retains a Market Volatility (i.e., Beta) of 0.84, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Index Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Index Fund is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Index Fund Administrator has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 0.2500 |
Index |
Index Fund Relative Risk vs. Return Landscape
If you would invest 5,524 in Index Fund Administrator on December 16, 2024 and sell it today you would lose (382.00) from holding Index Fund Administrator or give up 6.92% of portfolio value over 90 days. Index Fund Administrator is currently producing negative expected returns and takes up 1.0435% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Index, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Index Fund Current Valuation
Fairly Valued
Today
Please note that Index Fund's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Index Fund Administrator retains a regular Real Value of $51.85 per share. The prevalent price of the fund is $51.42. We determine the value of Index Fund Administrator 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 Index Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Index Mutual Fund. However, Index 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 51.42 | Real 51.85 | Hype 51.42 | Naive 50.72 |
The intrinsic value of Index 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 Index 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 Index Fund Administrator helps investors to forecast how Index 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 Index Fund more accurately as focusing exclusively on Index Fund's fundamentals will not take into account other important factors: Index Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Index Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Index Fund Administrator, and traders can use it to determine the average amount a Index 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 = -0.1074
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WFIOX |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Index 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 Index Fund by adding Index Fund to a well-diversified portfolio.
Index Fund Fundamentals Growth
Index Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Index Fund, and Index 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 Index Mutual Fund performance.
| Price To Earning | 18.75 X | ||||
| Price To Book | 2.61 X | ||||
| Price To Sales | 1.83 X | ||||
| Total Asset | 372.51 M | ||||
About Index Fund Performance
Evaluating Index Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Index 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 Index 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 invests at least 80 percent of its net assets in a diversified portfolio of equity securities designed to replicate the holdings and weightings of the stocks comprising the SP 500 Index. The advisors invest in substantially all of the common stocks comprising the SP 500 Index and attempt to achieve at least a 95 percent correlation between the performance of the SP 500 Index and the funds investment results, before fees and expenses. The fund is non-diversified.Things to note about Index Fund Administrator performance evaluation
Checking the ongoing alerts about Index Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Index Fund Administrator help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Index Fund generated a negative expected return over the last 90 days | |
| The fund keeps 97.72% of its net assets in stocks |
- Analyzing Index 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 Index Fund's stock is overvalued or undervalued compared to its peers.
- Examining Index 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 Index Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Index Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Index Fund's mutual fund. These opinions can provide insight into Index Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Index Mutual Fund
Index Fund financial ratios help investors to determine whether Index 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 Index with respect to the benefits of owning Index Fund security.
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