Rems Real Estate Fund Manager Performance Evaluation

HLPPX Fund  USD 9.82  0.22  2.29%   
The fund holds a Beta of -0.28, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Rems Real are expected to decrease at a much lower rate. During the bear market, Rems Real is likely to outperform the market.

Risk-Adjusted Performance

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Over the last 90 days Rems Real Estate has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Rems Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date1st of May 2023
Expense Ratio1.2900
  

Rems Real Relative Risk vs. Return Landscape

If you would invest  1,032  in Rems Real Estate on December 29, 2023 and sell it today you would lose (50.00) from holding Rems Real Estate or give up 4.84% of portfolio value over 90 days. Rems Real Estate is currently producing negative expected returns and takes up 1.039% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Rems, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Rems Real is expected to under-perform the market. In addition to that, the company is 1.81 times more volatile than its market benchmark. It trades about -0.07 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Rems Real Current Valuation

Overvalued
Today
9.82
Please note that Rems Real's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Rems Real Estate holds a recent Real Value of $9.06 per share. The prevailing price of the fund is $9.82. We determine the value of Rems Real Estate from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Rems Real Estate is useful when determining the fair value of the Rems mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Rems Real. Since Rems Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rems Mutual Fund. However, Rems Real'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  9.82 Real  9.06 Hype  9.82 Naive  9.72
The real value of Rems Mutual Fund, also known as its intrinsic value, is the underlying worth of Rems Real Estate Mutual Fund, which is reflected in its stock price. It is based on Rems Real's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Rems Real'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 Rems Real'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.
9.06
Real Value
10.10
Upside
Estimating the potential upside or downside of Rems Real Estate helps investors to forecast how Rems 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 Rems Real more accurately as focusing exclusively on Rems Real's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.529.709.88
Details
Hype
Prediction
LowEstimatedHigh
8.789.8210.86
Details
Potential
Annual Dividend
LowForecastedHigh
0.060.060.06
Details

Rems Real Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Rems Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rems Real Estate, and traders can use it to determine the average amount a Rems Real'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 = -0.0732

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Estimated Market Risk

 1.04
  actual daily
9
91% of assets are more volatile

Expected Return

 -0.08
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.07
  actual daily
0
Most of other assets perform better
Based on monthly moving average Rems Real 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 Rems Real by adding Rems Real to a well-diversified portfolio.

Rems Real Fundamentals Growth

Rems Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rems Real, and Rems Real 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 Rems Mutual Fund performance.

About Rems Real Performance

To evaluate Rems Real Estate 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 Rems Real 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 Rems 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 Rems Real Estate market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Rems'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 normally invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry and other real estate related investments. The advisor considers a company to be principally engaged in the real estate industry if it either derives at least 50 percent of its revenues from the ownership, construction, financing, management or sale of commercial or residential real estate or has at least 50 percent of its assets in real estate or such real estate businesses.

Things to note about Rems Real Estate performance evaluation

Checking the ongoing alerts about Rems Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rems Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Rems Real Estate generated a negative expected return over the last 90 days
The fund retains about 6.92% of its assets under management (AUM) in cash
Evaluating Rems Real's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rems Real's mutual fund performance include:
  • Analyzing Rems Real'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 Rems Real's stock is overvalued or undervalued compared to its peers.
  • Examining Rems Real'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 Rems Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rems Real's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Rems Real's mutual fund. These opinions can provide insight into Rems Real's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Rems Real's mutual fund performance is not an exact science, and many factors can impact Rems Real's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Rems Real Estate. 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 american community survey.
You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.

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When running Rems Real's price analysis, check to measure Rems Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Rems Real is operating at the current time. Most of Rems Real's value examination focuses on studying past and present price action to predict the probability of Rems Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Rems Real's price. Additionally, you may evaluate how the addition of Rems Real to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Rems Real's value and its price as these two are different measures arrived at by different means. Investors typically determine if Rems Real is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Rems Real's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.