New Opportunities Fund Manager Performance
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and New Opportunities are completely uncorrelated.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days New Opportunities Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, New Opportunities is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 10.69 | |
| Fifty Two Week High | 10.69 | |
| Annual Report Expense Ratio | 1.15% |
New |
New Opportunities Relative Risk vs. Return Landscape
If you would invest (100.00) in New Opportunities Fund on January 19, 2024 and sell it today you would earn a total of 100.00 from holding New Opportunities Fund or generate -100.0% return on investment over 90 days. New Opportunities Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than New, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
New Opportunities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for New Opportunities' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as New Opportunities Fund, and traders can use it to determine the average amount a New Opportunities' 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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| TWNIX |
Based on monthly moving average New Opportunities 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 New Opportunities by adding New Opportunities to a well-diversified portfolio.
New Opportunities Fundamentals Growth
New Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of New Opportunities, and New Opportunities 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 New Mutual Fund performance.
| Price To Earning | 22.97 X | |||
| Price To Book | 3.30 X | |||
| Price To Sales | 1.57 X | |||
| Total Asset | 202.94 M | |||
Things to note about New Opportunities performance evaluation
Checking the ongoing alerts about New Opportunities for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for New Opportunities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| New Opportunities is not yet fully synchronised with the market data | |
| New Opportunities has some characteristics of a very speculative penny stock | |
| New Opportunities has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 98.42% of its assets in stocks |
- Analyzing New Opportunities' 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 New Opportunities' stock is overvalued or undervalued compared to its peers.
- Examining New Opportunities' 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 New Opportunities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of New Opportunities' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of New Opportunities' mutual fund. These opinions can provide insight into New Opportunities' potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. 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 gross domestic product. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Other Consideration for investing in New Mutual Fund
If you are still planning to invest in New Opportunities check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the New Opportunities' history and understand the potential risks before investing.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |