Rising Rates Opportunity Fund Manager Performance Evaluation
| RRPSX Fund | USD 34.27 0.18 0.53% |
The fund holds a Beta of 0.25, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rising Rates' returns are expected to increase less than the market. However, during the bear market, the loss of holding Rising Rates is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Rising Rates Opportunity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Rising Rates is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.6100 |
Rising |
Rising Rates Relative Risk vs. Return Landscape
If you would invest 3,632 in Rising Rates Opportunity on June 24, 2024 and sell it today you would lose (205.00) from holding Rising Rates Opportunity or give up 5.64% of portfolio value over 90 days. Rising Rates Opportunity is currently producing negative expected returns and takes up 1.1528% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Rising, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rising Rates Current Valuation
Fairly Valued
Today
Please note that Rising Rates' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Rising Rates Opportunity holds a recent Real Value of $34.65 per share. The prevailing price of the fund is $34.27. We determine the value of Rising Rates Opportunity 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.
Since Rising Rates is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rising Mutual Fund. However, Rising Rates' 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 34.27 | Real 34.65 | Hype 34.27 | Naive 34.11 |
The intrinsic value of Rising Rates' 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 Rising Rates' 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 Rising Rates Opportunity helps investors to forecast how Rising 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 Rising Rates more accurately as focusing exclusively on Rising Rates' fundamentals will not take into account other important factors: Rising Rates Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rising Rates' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rising Rates Opportunity, and traders can use it to determine the average amount a Rising Rates' 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 = -0.073
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| Negative Returns | RRPSX |
Estimated Market Risk
| 1.15 actual daily | 10 90% 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 Rising Rates 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 Rising Rates by adding Rising Rates to a well-diversified portfolio.
Rising Rates Fundamentals Growth
Rising Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rising Rates, and Rising Rates 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 Rising Mutual Fund performance.
| Total Asset | 43.42 M | ||||
About Rising Rates Performance
Evaluating Rising Rates' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rising Rates has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Rising Rates has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in financial instruments that the fund advisors believes, in combination, should produce daily returns consistent with the Daily Target. The fund is non-diversified.Things to note about Rising Rates Opportunity performance evaluation
Checking the ongoing alerts about Rising Rates for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rising Rates Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rising Rates generated a negative expected return over the last 90 days | |
| The fund generated-15.0 ten year return of -15.0% | |
| Rising Rates Opportunity maintains about 101.29% of its assets in cash |
- Analyzing Rising Rates' 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 Rising Rates' stock is overvalued or undervalued compared to its peers.
- Examining Rising Rates' 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 Rising Rates' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rising Rates' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rising Rates' mutual fund. These opinions can provide insight into Rising Rates' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rising Mutual Fund
Rising Rates financial ratios help investors to determine whether Rising Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rising with respect to the benefits of owning Rising Rates security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
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