Brandes Emerging Markets Fund Manager Performance Evaluation
| BEMCX Fund | USD 8.86 0.12 1.37% |
The fund shows a Beta (market volatility) of -0.14, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Brandes Emerging are expected to decrease at a much lower rate. During the bear market, Brandes Emerging is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Brandes Emerging Markets are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Brandes Emerging may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 2.0900 |
Brandes |
Brandes Emerging Relative Risk vs. Return Landscape
If you would invest 818.00 in Brandes Emerging Markets on August 10, 2024 and sell it today you would earn a total of 68.00 from holding Brandes Emerging Markets or generate 8.31% return on investment over 90 days. Brandes Emerging Markets is currently producing 0.1324% returns and takes up 1.0618% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Brandes, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Brandes Emerging Current Valuation
Overvalued
Today
Please note that Brandes Emerging's price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. Brandes Emerging Markets shows a prevailing Real Value of $8.14 per share. The current price of the fund is $8.86. We determine the value of Brandes Emerging Markets 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.
Since Brandes Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Brandes Mutual Fund. However, Brandes Emerging'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 8.86 | Real 8.14 | Hype 8.86 | Naive 9.17 |
The intrinsic value of Brandes Emerging'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 Brandes Emerging'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 Brandes Emerging Markets helps investors to forecast how Brandes 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 Brandes Emerging more accurately as focusing exclusively on Brandes Emerging's fundamentals will not take into account other important factors: Brandes Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brandes Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Brandes Emerging Markets, and traders can use it to determine the average amount a Brandes Emerging'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 = 0.1247
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | BEMCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Brandes Emerging is performing at about 9% 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 Brandes Emerging by adding it to a well-diversified portfolio.
Brandes Emerging Fundamentals Growth
Brandes Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Brandes Emerging, and Brandes Emerging 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 Brandes Mutual Fund performance.
| Price To Earning | 9.15 X | |||
| Price To Book | 0.85 X | |||
| Price To Sales | 0.79 X | |||
| Total Asset | 617.31 M | |||
About Brandes Emerging Performance
Evaluating Brandes Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Brandes Emerging 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 Brandes Emerging 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets measured at the time of purchase in equity securities of companies located or active mainly in emerging markets. It typically invests in companies that have market capitalizations greater than 3 billion at the time of purchase.Things to note about Brandes Emerging Markets performance evaluation
Checking the ongoing alerts about Brandes Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Brandes Emerging Markets 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 97.94% of its assets under management (AUM) in equities |
- Analyzing Brandes Emerging'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 Brandes Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Brandes Emerging'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 Brandes Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brandes Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Brandes Emerging's mutual fund. These opinions can provide insight into Brandes Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Brandes Mutual Fund
Brandes Emerging financial ratios help investors to determine whether Brandes 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 Brandes with respect to the benefits of owning Brandes Emerging security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device |