Bridgeway Blue Manager Performance Evaluation

BRLIX -- USA Fund  

USD 15.36  0.00  0.00%

The organization shows Beta (market volatility) of 0.0321 which signifies that as returns on market increase, Bridgeway Blue returns are expected to increase less than the market. However during bear market, the loss on holding Bridgeway Blue will be expected to be smaller as well. Although it is extremely important to respect Bridgeway Blue Chip historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Bridgeway Blue Chip technical indicators you can presently evaluate if the expected return of 0.0191% will be sustainable into the future.
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Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Bridgeway Blue Chip Fund are ranked lower than 1 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, Bridgeway Blue is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low11.87
Fifty Two Week High15.84
Annual Report Expense Ratio0.15%
Horizon     30 Days    Login   to change

Bridgeway Blue Chip Relative Risk vs. Return Landscape

If you would invest  1,523  in Bridgeway Blue Chip Fund on September 17, 2019 and sell it today you would earn a total of  13.00  from holding Bridgeway Blue Chip Fund or generate 0.85% return on investment over 30 days. Bridgeway Blue Chip Fund is currently producing 0.0191% returns and takes up 1.0201% volatility of returns over 30 trading days. Put another way, 9% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Bridgeway Blue is expected to generate 1.03 times more return on investment than the market. However, the company is 1.03 times more volatile than its market benchmark. It trades about 0.02 of its potential returns per unit of risk. The DOW is currently generating roughly 0.0 per unit of risk.

Bridgeway Blue Current Valuation

Fairly Valued
October 17, 2019
15.36
Market Value
15.28
Real Value
18.34
Upside
Bridgeway Blue is not too volatile asset. Bridgeway Blue Chip shows prevailing Real Value of $15.28 per share. The current price of the fund is $15.36. At this time the entity appears to be fairly valued. We determine the value of Bridgeway Blue Chip from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Bridgeway Blue Market Risk Analysis

Sharpe Ratio = 0.0187
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Bridgeway Blue Relative Performance Indicators

Estimated Market Risk
 1.02
  actual daily
 
 9 %
of total potential
 
99
Expected Return
 0.02
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.02
  actual daily
 
 1 %
of total potential
 
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Based on monthly moving average Bridgeway Blue 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 Bridgeway Blue by adding it to a well-diversified portfolio.

Bridgeway Blue Alerts

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