Partners Iii Opportunity Fund Manager Performance Evaluation
| WPOIX Fund | USD 12.07 0.06 0.49% |
The fund holds a Beta of -0.0365, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Partners Iii are expected to decrease at a much lower rate. During the bear market, Partners Iii is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Partners Iii Opportunity has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward 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 | 24th of October 2022 | |
| Expense Ratio | 1.9200 |
Partners |
Partners Iii Relative Risk vs. Return Landscape
If you would invest 1,333 in Partners Iii Opportunity on December 1, 2024 and sell it today you would lose (126.00) from holding Partners Iii Opportunity or give up 9.45% of portfolio value over 90 days. Partners Iii Opportunity is currently producing negative expected returns and takes up 1.0521% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Partners, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Partners Iii Current Valuation
Fairly Valued
Today
Please note that Partners Iii's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Partners Iii Opportunity holds a recent Real Value of $12.19 per share. The prevailing price of the fund is $12.07. We determine the value of Partners Iii Opportunity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Partners Iii is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Partners Mutual Fund. However, Partners Iii'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 12.07 | Real 12.19 | Hype 12.07 | Naive 12.22 |
The intrinsic value of Partners Iii'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 Partners Iii'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 Partners Iii Opportunity helps investors to forecast how Partners 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 Partners Iii more accurately as focusing exclusively on Partners Iii's fundamentals will not take into account other important factors: Partners Iii Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Partners Iii's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Partners Iii Opportunity, and traders can use it to determine the average amount a Partners Iii'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 = -0.1518
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WPOIX |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.16 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 Partners Iii 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 Partners Iii by adding Partners Iii to a well-diversified portfolio.
Partners Iii Fundamentals Growth
Partners Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Partners Iii, and Partners Iii 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 Partners Mutual Fund performance.
| Price To Earning | 18.79 X | ||||
| Price To Book | 1.53 X | ||||
| Price To Sales | 1.85 X | ||||
| Total Asset | 5.81 M | ||||
About Partners Iii Performance
Evaluating Partners Iii's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Partners Iii 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 Partners Iii 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 funds investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a multi-cap fund and may invest in securities of any market capitalization. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities.Things to note about Partners Iii Opportunity performance evaluation
Checking the ongoing alerts about Partners Iii for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Partners Iii Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Partners Iii generated a negative expected return over the last 90 days | |
| The fund keeps about 6.37% of its net assets in cash |
- Analyzing Partners Iii'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 Partners Iii's stock is overvalued or undervalued compared to its peers.
- Examining Partners Iii'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 Partners Iii's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Partners Iii's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Partners Iii's mutual fund. These opinions can provide insight into Partners Iii's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Partners Mutual Fund
Partners Iii financial ratios help investors to determine whether Partners 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 Partners with respect to the benefits of owning Partners Iii security.
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