Real Estate Fund Manager Performance Evaluation
| ARYEX Fund | USD 22.41 0.05 0.22% |
The fund holds a Beta of 1.32, which implies 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, Real Estate will likely underperform.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Real Estate Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 0.8000 |
Real |
Real Estate Relative Risk vs. Return Landscape
If you would invest 2,418 in Real Estate Fund on January 20, 2024 and sell it today you would lose (177.00) from holding Real Estate Fund or give up 7.32% of portfolio value over 90 days. Real Estate Fund is currently producing negative expected returns and takes up 1.0629% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Real, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Real Estate Current Valuation
Overvalued
Today
Please note that Real Estate's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Real Estate Fund holds a recent Real Value of $21.89 per share. The prevailing price of the fund is $22.41. We determine the value of Real Estate Fund 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 Real Estate Fund is useful when determining the fair value of the Real mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Real Estate. Since Real Estate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Real Mutual Fund. However, Real Estate'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 22.41 | Real 21.89 | Hype 22.41 | Naive 21.98 |
The real value of Real Mutual Fund, also known as its intrinsic value, is the underlying worth of Real Estate Fund Mutual Fund, which is reflected in its stock price. It is based on Real Estate's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Real Estate'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 Real Estate'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 Real Estate Fund helps investors to forecast how Real 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 Real Estate more accurately as focusing exclusively on Real Estate's fundamentals will not take into account other important factors: Real Estate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Real Estate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Real Estate Fund, and traders can use it to determine the average amount a Real Estate'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 = -0.1082
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ARYEX |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Real Estate 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 Real Estate by adding Real Estate to a well-diversified portfolio.
Real Estate Fundamentals Growth
Real Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Real Estate, and Real Estate 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 Real Mutual Fund performance.
| Total Asset | 858.84 M | ||||
About Real Estate Performance
To evaluate Real Estate Fund 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 Real Estate 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 Real 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 Real Estate Fund market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Real'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.Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities issued by real estate investment trusts and other companies engaged in the real estate industry. The portfolio managers look for real estate securities they believe will provide superior returns, focusing on companies with the potential for stock price appreciation, plus sustainable growth of cash flow to investors.Things to note about Real Estate Fund performance evaluation
Checking the ongoing alerts about Real Estate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Real Estate Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Real Estate Fund generated a negative expected return over the last 90 days | |
| The fund holds 97.4% of its assets under management (AUM) in equities |
- Analyzing Real Estate'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 Real Estate's stock is overvalued or undervalued compared to its peers.
- Examining Real Estate'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 Real Estate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Real Estate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Real Estate's mutual fund. These opinions can provide insight into Real Estate'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 Real Estate Fund. 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 income. Note that the Real Estate Fund information on this page should be used as a complementary analysis to other Real Estate'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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .