Barings Active Short Manager Performance
| BXDYXDelisted Fund | USD 8.68 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0198, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Barings Active are expected to decrease at a much lower rate. During the bear market, Barings Active is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Barings Active Short has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Barings Active is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 8.52 | |
| Fifty Two Week High | 9.88 |
Barings |
Barings Active Relative Risk vs. Return Landscape
If you would invest 868.00 in Barings Active Short on February 12, 2024 and sell it today you would earn a total of 0.00 from holding Barings Active Short or generate 0.0% return on investment over 90 days. Barings Active Short is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Barings, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Barings Active Current Valuation
Overvalued
Today
Please note that Barings Active's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Barings Active Short shows a prevailing Real Value of $8.03 per share. The current price of the fund is $8.68. We determine the value of Barings Active Short 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 Barings Active Short is useful when determining the fair value of the Barings mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Barings Active. Since Barings Active is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Barings Mutual Fund. However, Barings Active'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 8.68 | Real 8.03 | Hype 8.68 |
The real value of Barings Mutual Fund, also known as its intrinsic value, is the underlying worth of Barings Active Short Mutual Fund, which is reflected in its stock price. It is based on Barings Active's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Barings Active'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 Barings Active'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 Barings Active Short helps investors to forecast how Barings 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 Barings Active more accurately as focusing exclusively on Barings Active's fundamentals will not take into account other important factors: Barings Active Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barings Active's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Barings Active Short, and traders can use it to determine the average amount a Barings Active'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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| BXDYX |
Based on monthly moving average Barings Active 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 Barings Active by adding Barings Active to a well-diversified portfolio.
Barings Active Fundamentals Growth
Barings Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Barings Active, and Barings Active 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 Barings Mutual Fund performance.
| Total Asset | 934.7 M | |||
About Barings Active Performance
To evaluate Barings Active Short 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 Barings Active 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 Barings 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 Barings Active Short market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Barings'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 invests at least 80 percent of its net assets in investment grade fixed income securities . Barings Active is traded on NASDAQ Exchange in the United States.Things to note about Barings Active Short performance evaluation
Checking the ongoing alerts about Barings Active for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Barings Active Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Barings Active Short is not yet fully synchronised with the market data | |
| Barings Active Short has a very high chance of going through financial distress in the upcoming years | |
| The fund holds about 33.19% of its assets under management (AUM) in fixed income securities |
- Analyzing Barings Active'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 Barings Active's stock is overvalued or undervalued compared to its peers.
- Examining Barings Active'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 Barings Active's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barings Active's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Barings Active's mutual fund. These opinions can provide insight into Barings Active'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. 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 manufacturing. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Other Consideration for investing in Barings Mutual Fund
If you are still planning to invest in Barings Active Short check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Barings Active's history and understand the potential risks before investing.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |