Blackrock Multi Asset Income Fund Manager Performance Evaluation
| BKMIX Fund | USD 9.82 0.01 0.10% |
The fund shows a Beta (market volatility) of 0.0683, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Blackrock Multi's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Multi is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Multi Asset Income are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Blackrock Multi is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5200 |
Blackrock |
Blackrock Multi Relative Risk vs. Return Landscape
If you would invest 974.00 in Blackrock Multi Asset Income on January 20, 2024 and sell it today you would earn a total of 8.00 from holding Blackrock Multi Asset Income or generate 0.82% return on investment over 90 days. Blackrock Multi Asset Income is currently producing 0.0137% returns and takes up 0.3309% volatility of returns over 90 trading days. Put another way, 2% 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 Multi Current Valuation
Fairly Valued
Today
Please note that Blackrock Multi's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock Multi Asset shows a prevailing Real Value of $9.85 per share. The current price of the fund is $9.82. We determine the value of Blackrock Multi Asset from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Our valuation method for Blackrock Multi Asset Income is useful when determining the fair value of the Blackrock mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Blackrock Multi. Since Blackrock Multi is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Multi'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 9.82 | Real 9.85 | Hype 9.83 |
The real value of Blackrock Mutual Fund, also known as its intrinsic value, is the underlying worth of Blackrock Multi Asset Mutual Fund, which is reflected in its stock price. It is based on Blackrock Multi's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Blackrock Multi'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 Blackrock Multi'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 Blackrock Multi Asset Income helps investors to forecast how Blackrock 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 Blackrock Multi more accurately as focusing exclusively on Blackrock Multi's fundamentals will not take into account other important factors: Blackrock Multi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Multi's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Multi Asset Income, and traders can use it to determine the average amount a Blackrock Multi'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 = 0.0415
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BKMIX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Blackrock Multi is performing at about 3% 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 Blackrock Multi by adding it to a well-diversified portfolio.
Blackrock Multi Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Multi, and Blackrock Multi 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.
| Total Asset | 14.7 B | ||||
About Blackrock Multi Performance
To evaluate Blackrock Multi Asset Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Blackrock Multi generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Blackrock Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Blackrock Multi Asset market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Blackrock's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund may invest up to 60 percent of its assets in equity securities and up to 100 percent of its assets in fixed income securities. In addition, it may invest in structured notes that provide exposure to covered call options or other types of financial instruments. The fund may also invest up to 15 percent of its assets in collateralized debt obligations , including collateralized loan obligations .Things to note about Blackrock Multi Asset performance evaluation
Checking the ongoing alerts about Blackrock Multi for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Multi Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 18.69% of its assets under management (AUM) in fixed income securities |
- Analyzing Blackrock Multi'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 Multi's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Multi'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 Multi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Multi's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Multi's mutual fund. These opinions can provide insight into Blackrock Multi's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Blackrock Multi Asset Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.