Regional Bank Fund Manager Performance Evaluation
The fund holds a Beta of 1.59, which implies 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, Regional Bank will likely underperform.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Regional Bank Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Regional Bank is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.2500 |
Regional |
Regional Bank Relative Risk vs. Return Landscape
If you would invest 2,401 in Regional Bank Fund on March 12, 2024 and sell it today you would lose (20.00) from holding Regional Bank Fund or give up 0.83% of portfolio value over 90 days. Regional Bank Fund is currently producing negative expected returns and takes up 1.3419% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Regional, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Regional Bank Current Valuation
Undervalued
Today
Please note that Regional Bank's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Regional Bank recent Real Value cannot be determined due to lack of data. The prevailing price of Regional Bank is $23.81. We determine the value of Regional Bank 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 Regional Bank is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Regional Mutual Fund. However, Regional Bank'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 23.81 | Real 0.0 | Hype 0.0 | Naive 23.9 |
The intrinsic value of Regional Bank'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 Regional Bank'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 Regional Bank Fund helps investors to forecast how Regional 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 Regional Bank more accurately as focusing exclusively on Regional Bank's fundamentals will not take into account other important factors: Regional Bank Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Regional Bank's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Regional Bank Fund, and traders can use it to determine the average amount a Regional Bank'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 = -0.0033
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FRBAX |
Estimated Market Risk
| 1.34 actual daily | 11 89% 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 Regional Bank 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 Regional Bank by adding Regional Bank to a well-diversified portfolio.
Regional Bank Fundamentals Growth
Regional Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Regional Bank, and Regional Bank 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 Regional Mutual Fund performance.
| Price To Earning | 2.08 X | |||
| Price To Book | 1.22 X | |||
| Price To Sales | 3.35 X | |||
| Total Asset | 475.17 M | |||
About Regional Bank Performance
To evaluate Regional Bank 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 Regional Bank 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 Regional 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 Regional Bank market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Regional'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 of regional banks. John Hancock is traded on NASDAQ Exchange in the United States.Things to note about Regional Bank performance evaluation
Checking the ongoing alerts about Regional Bank for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Regional Bank help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Regional Bank generated a negative expected return over the last 90 days | |
| The fund generated three year return of -6.0% | |
| Regional Bank retains 99.53% of its assets under management (AUM) in equities |
- Analyzing Regional Bank'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 Regional Bank's stock is overvalued or undervalued compared to its peers.
- Examining Regional Bank'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 Regional Bank's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Regional Bank's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Regional Bank's mutual fund. These opinions can provide insight into Regional Bank's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Regional Mutual Fund
Regional Bank financial ratios help investors to determine whether Regional 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 Regional with respect to the benefits of owning Regional Bank security.
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