Barings Mutual Fund Manager Performance Evaluation

BXDYX Fund  USD 8.77  0.00  0.00%   
The fund shows a Beta (market volatility) of 0.0093, which signifies not very significant fluctuations relative to the market. Let's try to break down what Barings's beta means in this case. As returns on the market increase, Barings Active returns are expected to increase less than the market. However, during the bear market, the loss on holding Barings Active will be expected to be smaller as well. Although it is important to respect Barings Active Short historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Barings Active Short technical indicators, you can presently evaluate if the expected return of 0.0508% will be sustainable into the future.
  
Barings Performance
31 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Barings Active Short are ranked lower than 31 (%) of all funds and portfolios of funds over the last 90 days. 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.
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Barings Price Channel

Fifty Two Week Low8.52
Fifty Two Week High9.88

Barings Active Relative Risk vs. Return Landscape

If you would invest  852.00  in Barings Active Short on November 7, 2022 and sell it today you would earn a total of  25.00  from holding Barings Active Short or generate 2.93% return on investment over 90 days. Barings Active Short is currently producing 0.0508% returns and takes up 0.1222% volatility of returns over 90 trading days. Put another way, 1% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Barings Active is expected to generate 2.57 times less return on investment than the market. But when comparing it to its historical volatility, the company is 8.93 times less risky than the market. It trades about 0.42 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.12 of returns per unit of risk over similar time horizon.

Barings Active Current Valuation

Overvalued
Today 8.77
Please note that Barings Active's price fluctuation is very steady at this time.
Barings Active Short shows a prevailing Real Value of $8.04 per share. The current price of the fund is $8.77. At this time, the entity appears to be overvalued. 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.
8.04
Real Value
9.65
Upside
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.568.668.76
Details
Hype
Prediction
LowEstimated ValueHigh
8.658.778.89
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.120.120.12
Details

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 = 0.4159

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Negative ReturnsBXDYX
Estimated Market Risk
 0.12
  actual daily
 
 1 %
of total potential
 
11
Expected Return
 0.05
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.42
  actual daily
 
 31 %
of total potential
 
3131
Based on monthly moving average Barings Active is performing at about 31% 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 Barings Active by adding it to a well-diversified portfolio.

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

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.
Continue to Trending Equities. You can also try Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

Complementary Tools for analysis

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