Blackrock Mid Cap Fund Manager Performance Evaluation
BMGAX Fund | USD 32.55 0.38 1.15% |
The fund shows a Beta (market volatility) of 1.32, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Blackrock Mid will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days Blackrock Mid Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Blackrock Mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio Date | 28th of September 2022 | |
Expense Ratio | 1.0500 |
Blackrock |
Blackrock Mid Relative Risk vs. Return Landscape
If you would invest 3,274 in Blackrock Mid Cap on January 20, 2024 and sell it today you would lose (19.00) from holding Blackrock Mid Cap or give up 0.58% of portfolio value over 90 days. Blackrock Mid Cap is currently producing negative expected returns and takes up 1.041% volatility of returns over 90 trading days. Put another way, 9% 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 Mid Current Valuation
Fairly Valued
Today
Please note that Blackrock Mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock Mid Cap shows a prevailing Real Value of $32.89 per share. The current price of the fund is $32.55. We determine the value of Blackrock Mid Cap 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 Mid Cap 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 Mid. Since Blackrock Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Mid'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 32.55 | Real 32.89 | Hype 32.55 | Naive 31.79 |
The real value of Blackrock Mutual Fund, also known as its intrinsic value, is the underlying worth of Blackrock Mid Cap Mutual Fund, which is reflected in its stock price. It is based on Blackrock Mid's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Blackrock Mid'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 Mid'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 Mid Cap 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 Mid more accurately as focusing exclusively on Blackrock Mid's fundamentals will not take into account other important factors: Blackrock Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Mid Cap, and traders can use it to determine the average amount a Blackrock Mid'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 = -0.0037
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | BMGAX |
Estimated Market Risk
1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Blackrock Mid 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 Mid by adding Blackrock Mid to a well-diversified portfolio.
Blackrock Mid Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Mid, and Blackrock Mid 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.
Price To Earning | 34.58 X | ||||
Price To Book | 4.88 X | ||||
Price To Sales | 3.68 X | ||||
Total Asset | 1.71 B | ||||
About Blackrock Mid Performance
To evaluate Blackrock Mid Cap 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 Mid 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 Mid Cap 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 normally invests at least 80 percent of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund management believes have above-average earnings growth potential. The fund adviser generally defines these companies, at the time of the funds investment, as those with market capitalizations comparable in size to the companies in the Russell Midcap Growth Index. It primarily invests in common stock but also can invest in preferred stock, convertible securities and other equity securities.Things to note about Blackrock Mid Cap performance evaluation
Checking the ongoing alerts about Blackrock Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Blackrock Mid Cap generated a negative expected return over the last 90 days | |
The fund generated three year return of -5.0% | |
Blackrock Mid Cap holds 99.4% of its assets under management (AUM) in equities |
- Analyzing Blackrock Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Mid's mutual fund. These opinions can provide insight into Blackrock Mid'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 Mid Cap. 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 nation. Note that the Blackrock Mid Cap information on this page should be used as a complementary analysis to other Blackrock Mid's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..