Eubel Brady Suttman Fund Manager Performance Evaluation

EBSFX Fund  USD 9.51  0.01  0.11%   
The fund shows a Beta (market volatility) of 0.0965, which means not very significant fluctuations relative to the market. As returns on the market increase, Eubel Brady returns are expected to increase less than the market. However, during the bear market, the loss on holding Eubel Brady will be expected to be smaller as well. Although it is important to respect Eubel Brady Suttman historical returns, it is better to be realistic regarding the information on the equity's current trending patterns.

Risk-Adjusted Performance

9 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Eubel Brady Suttman are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Eubel Brady 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 Ratio0.0400
  

Eubel Brady Relative Risk vs. Return Landscape

If you would invest  938.00  in Eubel Brady Suttman on November 28, 2023 and sell it today you would earn a total of  13.00  from holding Eubel Brady Suttman or generate 1.39% return on investment over 90 days. Eubel Brady Suttman is currently producing 0.0227% returns and takes up 0.1811% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Eubel, 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 Eubel Brady is expected to generate 7.05 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.58 times less risky than the market. It trades about 0.13 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.25 of returns per unit of risk over similar time horizon.

Eubel Brady Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Eubel Brady's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Eubel Brady Suttman, and traders can use it to determine the average amount a Eubel Brady'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 = 0.1255

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Estimated Market Risk

 0.18
  actual daily
1
99% of assets are more volatile

Expected Return

 0.02
  actual daily
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Most of other assets have higher returns

Risk-Adjusted Return

 0.13
  actual daily
9
91% of assets perform better
Based on monthly moving average Eubel Brady 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 Eubel Brady by adding it to a well-diversified portfolio.

About Eubel Brady Performance

To evaluate Eubel Brady Suttman 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 Eubel Brady 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 Eubel 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 Eubel Brady Suttman market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Eubel'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.
Eubel Brady is entity of United States. It is traded as Fund on NMFQS exchange.

Things to note about Eubel Brady Suttman performance evaluation

Checking the ongoing alerts about Eubel Brady for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eubel Brady Suttman help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Eubel Brady's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Eubel Brady's mutual fund performance include:
  • Analyzing Eubel Brady'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 Eubel Brady's stock is overvalued or undervalued compared to its peers.
  • Examining Eubel Brady'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 Eubel Brady's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eubel Brady's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Eubel Brady's mutual fund. These opinions can provide insight into Eubel Brady's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Eubel Brady's mutual fund performance is not an exact science, and many factors can impact Eubel Brady'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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eubel Brady Suttman. 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 census.
Note that the Eubel Brady Suttman information on this page should be used as a complementary analysis to other Eubel Brady'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 Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.

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