The International Equity Fund Manager Performance Evaluation
BINSX Fund | USD 12.84 0.18 1.42% |
The fund retains a Market Volatility (i.e., Beta) of 0.99, which attests to possible diversification benefits within a given portfolio. International Equity returns are very sensitive to returns on the market. As the market goes up or down, International Equity is expected to follow.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in The International Equity are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, International Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Council secures 1.2 million funding to help deliver weekly food waste collections NELC - North East Lincolnshire Council | 02/26/2024 |
2 | West Haven nixes transfer station plan, will buy 16,000 recycle bins - New Haven Register | 04/09/2024 |
Expense Ratio | 0.7100 |
International |
International Equity Relative Risk vs. Return Landscape
If you would invest 1,272 in The International Equity on January 26, 2024 and sell it today you would earn a total of 12.00 from holding The International Equity or generate 0.94% return on investment over 90 days. The International Equity is currently producing 0.0186% returns and takes up 0.8399% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than International, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
International Equity Current Valuation
Fairly Valued
Today
Please note that International Equity's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. The International Equity retains a regular Real Value of $12.87 per share. The prevalent price of the fund is $12.84. We determine the value of The International Equity from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Our valuation method for The International Equity is useful when determining the fair value of the International mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of International Equity. Since International Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of International Mutual Fund. However, International Equity'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 12.84 | Real 12.87 | Hype 12.84 | Naive 12.61 |
The real value of International Mutual Fund, also known as its intrinsic value, is the underlying worth of The International Equity Mutual Fund, which is reflected in its stock price. It is based on International Equity's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of International Equity'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 International Equity'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 The International Equity helps investors to forecast how International 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 International Equity more accurately as focusing exclusively on International Equity's fundamentals will not take into account other important factors: International Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for International Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The International Equity, and traders can use it to determine the average amount a International Equity'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 = 0.0222
Best Portfolio | Best Equity | |||
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Average Returns | ||||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | BINSX |
Estimated Market Risk
0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average International Equity is performing at about 1% 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 International Equity by adding it to a well-diversified portfolio.
International Equity Fundamentals Growth
International Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of International Equity, and International Equity 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 International Mutual Fund performance.
Total Asset | 42.05 M | ||||
About International Equity Performance
To evaluate The International Equity 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 International Equity 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 International 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 The International Equity market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents International'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.Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks and other equity securities. It invests predominantly in securities issued by companies located in countries represented in the MSCI ACWI Index, which includes issuers from a range of developed and emerging market countries. The fund ordinarily invests in securities of issuers located in at least three countries outside the U.S.Things to note about The International Equity performance evaluation
Checking the ongoing alerts about International Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for The International Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Latest headline from news.google.com: West Haven nixes transfer station plan, will buy 16,000 recycle bins - New Haven Register | |
The fund generated three year return of -8.0% | |
The International Equity holds 97.08% of its assets under management (AUM) in equities |
- Analyzing International Equity'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 International Equity's stock is overvalued or undervalued compared to its peers.
- Examining International Equity'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 International Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of International Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of International Equity's mutual fund. These opinions can provide insight into International Equity'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 The International Equity. 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 state. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.