Blackrock High Equity Fund Manager Performance Evaluation

BMECX Fund  USD 14.64  0.05  0.34%   
The fund shows a Beta (market volatility) of 0.78, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Blackrock High returns are expected to increase less than the market. However, during the bear market, the loss on holding Blackrock High will be expected to be smaller as well.

Risk-Adjusted Performance

9 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock High Equity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Blackrock High 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 Date28th of September 2022
Expense Ratio1.8500
  

Blackrock High Relative Risk vs. Return Landscape

If you would invest  1,408  in Blackrock High Equity on December 2, 2023 and sell it today you would earn a total of  56.00  from holding Blackrock High Equity or generate 3.98% return on investment over 90 days. Blackrock High Equity is currently producing 0.0654% returns and takes up 0.5476% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Blackrock, 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 Blackrock High is expected to generate 2.1 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.17 times less risky than the market. It trades about 0.12 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.21 of returns per unit of risk over similar time horizon.

Blackrock High Current Valuation

Overvalued
Today
14.64
Please note that Blackrock High's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Blackrock High Equity shows a prevailing Real Value of $13.4 per share. The current price of the fund is $14.64. We determine the value of Blackrock High Equity 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.
Our valuation method for Blackrock High Equity is useful when determining the fair value of the Blackrock mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Blackrock High. Since Blackrock High is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock High'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  14.64 Real  13.4 Hype  14.64
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock 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 the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
13.40
Real Value
16.10
Upside
Estimating the potential upside or downside of Blackrock High Equity helps investors to forecast how Blackrock 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 Blackrock High more accurately as focusing exclusively on Blackrock High's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
14.0914.6415.19
Details

Blackrock High Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock High's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock High Equity, and traders can use it to determine the average amount a Blackrock High'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 = 0.1195

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Estimated Market Risk

 0.55
  actual daily
4
96% of assets are more volatile

Expected Return

 0.07
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.12
  actual daily
9
91% of assets perform better
Based on monthly moving average Blackrock High 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 Blackrock High by adding it to a well-diversified portfolio.

Blackrock High Fundamentals Growth

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

About Blackrock High Performance

To evaluate Blackrock High Equity 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 Blackrock High 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 Blackrock 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 Blackrock High Equity market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Blackrock'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 will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities and equity-related instruments, including equity-linked notes. It may invest in securities of companies with any market capitalization, but will generally focus on large cap securities. The fund may invest up to 50 percent of its assets in equity-linked notes that provide exposure to equity securities and covered call options or other types of financial instruments.

Things to note about Blackrock High Equity performance evaluation

Checking the ongoing alerts about Blackrock High for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock High Equity 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 97.6% of its assets under management (AUM) in equities
Evaluating Blackrock High's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Blackrock High's mutual fund performance include:
  • Analyzing Blackrock High'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 Blackrock High's stock is overvalued or undervalued compared to its peers.
  • Examining Blackrock High'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 Blackrock High's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock High's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Blackrock High's mutual fund. These opinions can provide insight into Blackrock High's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Blackrock High's mutual fund performance is not an exact science, and many factors can impact Blackrock High'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 Trending Equities to better understand how to build diversified portfolios, which includes a position in Blackrock High Equity. 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 main economic indicators.
Note that the Blackrock High Equity information on this page should be used as a complementary analysis to other Blackrock High'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 Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

Complementary Tools for Blackrock Mutual Fund analysis

When running Blackrock High's price analysis, check to measure Blackrock High'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 Blackrock High is operating at the current time. Most of Blackrock High's value examination focuses on studying past and present price action to predict the probability of Blackrock High's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Blackrock High's price. Additionally, you may evaluate how the addition of Blackrock High to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Blackrock High's value and its price as these two are different measures arrived at by different means. Investors typically determine if Blackrock High is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blackrock High'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.