Blackrock Midcap Index Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 1.2, 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 Midcap will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days Blackrock Midcap Index has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Blackrock Midcap 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 | 28th of November 2022 | |
| Expense Ratio | 0.3700 |
Blackrock |
Blackrock Midcap Relative Risk vs. Return Landscape
If you would invest 1,324 in Blackrock Midcap Index on January 18, 2024 and sell it today you would earn a total of 55.00 from holding Blackrock Midcap Index or generate 4.15% return on investment over 90 days. Blackrock Midcap Index is currently producing 0.0679% returns and takes up 0.8123% volatility of returns over 90 trading days. Put another way, 7% 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 |
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Blackrock Midcap Current Valuation
Undervalued
Today
Please note that Blackrock Midcap's price fluctuation is slightly risky at this time. At this time, the entity appears to be undervalued. Blackrock Midcap Index shows a prevailing Real Value of $1.76 per share. The current price of the fund is $13.79. We determine the value of Blackrock Midcap Index 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 Midcap Index 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 Midcap. Since Blackrock Midcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Midcap'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 13.79 | Real 1.76 | Hype 0.0 | Naive 13.54 |
The real value of Blackrock Mutual Fund, also known as its intrinsic value, is the underlying worth of Blackrock Midcap Index Mutual Fund, which is reflected in its stock price. It is based on Blackrock Midcap's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Blackrock Midcap'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 Midcap'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 Midcap Index 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 Midcap more accurately as focusing exclusively on Blackrock Midcap's fundamentals will not take into account other important factors: Blackrock Midcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Midcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Midcap Index, and traders can use it to determine the average amount a Blackrock Midcap'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 = 0.0836
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Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Blackrock Midcap is performing at about 6% 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 Blackrock Midcap by adding it to a well-diversified portfolio.
Blackrock Midcap Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Midcap, and Blackrock Midcap 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.
| Total Asset | 145.97 M | |||
About Blackrock Midcap Performance
To evaluate Blackrock Midcap Index 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 Midcap 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 Midcap Index 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 generally invests at least 90 percent of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index. Ishares Russell is traded on NASDAQ Exchange in the United States.Things to note about Blackrock Midcap Index performance evaluation
Checking the ongoing alerts about Blackrock Midcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Midcap Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.79% of its assets under management (AUM) in equities |
- Analyzing Blackrock Midcap'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 Midcap's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Midcap'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 Midcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Midcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Midcap's mutual fund. These opinions can provide insight into Blackrock Midcap'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 Midcap Index. 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 Midcap Index information on this page should be used as a complementary analysis to other Blackrock Midcap'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 Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.