Bridgeway Blue Manager Performance Evaluation

BR
BRLIX -- USA Fund  

USD 15.31  0.15  0.99%

The organization shows Beta (market volatility) of 0.5378 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. Even though it is essential to pay attention to Bridgeway Blue Chip historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy towards foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Bridgeway Blue Chip Fund exposes twenty-one different technical indicators which can help you to evaluate its performance.
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Risk-Adjusted Fund Performance

Over the last 30 days Bridgeway Blue Chip Fund has generated negative risk-adjusted returns adding no value to fund investors. 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 Low13.20
Fifty Two Week High16.42
Annual Report Expense Ratio0.15%
Horizon     30 Days    Login   to change

Bridgeway Blue Chip Relative Risk vs. Return Landscape

If you would invest  1,573  in Bridgeway Blue Chip Fund on December 26, 2019 and sell it today you would lose (42.00)  from holding Bridgeway Blue Chip Fund or give up 2.67% of portfolio value over 30 days. Bridgeway Blue Chip Fund is currently producing negative expected returns and takes up 1.3601% volatility of returns over 30 trading days. Put another way, 12% 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 under-perform the market. In addition to that, the company is 2.84 times more volatile than its market benchmark. It trades about -0.02 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.23 per unit of volatility.

Bridgeway Blue Current Valuation

Fairly Valued
Today
15.31
January 25, 2020
15.38
Real Value
19.46
Upside
Bridgeway Blue is somewhat reliable asset. Bridgeway Blue Chip shows prevailing Real Value of $15.38 per share. The current price of the fund is $15.31. 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 = -0.025
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Bridgeway Blue Relative Performance Indicators

Estimated Market Risk
 1.36
  actual daily
 
 12 %
of total potential
 
1212
Expected Return
 -0.03
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.02
  actual daily
 
 0 %
of total potential
 
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Based on monthly moving average Bridgeway Blue is performing at about 0% 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

Equity Alerts and Improvement Suggestions

Bridgeway Blue Chip generates negative expected return over the last 30 days
The fund holds 99.93% of its assets under management (AUM) in equities
Continue to Trending Equities. Please also try Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of macroaxis ideas.
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