Blackrock Energy And Fund Manager Performance Evaluation
| XBGRX Fund | USD 14.07 0.15 1.08% |
The fund shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Blackrock Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Energy is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Blackrock Energy And 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 | 1.1500 |
Blackrock |
Blackrock Energy Relative Risk vs. Return Landscape
If you would invest 1,505 in Blackrock Energy And on October 6, 2024 and sell it today you would lose (98.00) from holding Blackrock Energy And or give up 6.51% of portfolio value over 90 days. Blackrock Energy And is currently producing negative expected returns and takes up 0.9121% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Blackrock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blackrock Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Energy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Energy And, and traders can use it to determine the average amount a Blackrock Energy'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 = -0.1145
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XBGRX |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.1 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 Blackrock Energy 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 Blackrock Energy by adding Blackrock Energy to a well-diversified portfolio.
Blackrock Energy Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Energy, and Blackrock Energy 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 Blackrock Mutual Fund performance.
About Blackrock Energy Performance
Evaluating Blackrock Energy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Energy 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 Blackrock Energy 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.
Blackrock Energy is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Blackrock Energy And performance evaluation
Checking the ongoing alerts about Blackrock Energy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Energy And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Blackrock Energy And generated a negative expected return over the last 90 days |
- Analyzing Blackrock Energy'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 Blackrock Energy's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Energy'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 Blackrock Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Energy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Energy's mutual fund. These opinions can provide insight into Blackrock Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Energy financial ratios help investors to determine whether Blackrock 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 Blackrock with respect to the benefits of owning Blackrock Energy security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |