Empiric 2500 Fund Manager Performance Evaluation
| EMCAX Fund | USD 58.19 0.24 0.41% |
The fund shows a Beta (market volatility) of 1.05, which means a somewhat significant risk relative to the market. Empiric 2500 returns are very sensitive to returns on the market. As the market goes up or down, Empiric 2500 is expected to follow.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Empiric 2500 Fund are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Empiric 2500 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 2.1700 |
Empiric |
Empiric 2500 Relative Risk vs. Return Landscape
If you would invest 5,778 in Empiric 2500 Fund on January 20, 2024 and sell it today you would earn a total of 41.00 from holding Empiric 2500 Fund or generate 0.71% return on investment over 90 days. Empiric 2500 Fund is currently producing 0.0139% returns and takes up 0.7353% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Empiric, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Empiric 2500 Current Valuation
Fairly Valued
Today
Please note that Empiric 2500's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Empiric 2500 shows a prevailing Real Value of $58.49 per share. The current price of the fund is $58.19. We determine the value of Empiric 2500 from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for Empiric 2500 Fund is useful when determining the fair value of the Empiric mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Empiric 2500. Since Empiric 2500 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Empiric Mutual Fund. However, Empiric 2500'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 58.19 | Real 58.49 | Hype 58.19 | Naive 56.91 |
The real value of Empiric Mutual Fund, also known as its intrinsic value, is the underlying worth of Empiric 2500 Mutual Fund, which is reflected in its stock price. It is based on Empiric 2500's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Empiric 2500'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 Empiric 2500'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 Empiric 2500 Fund helps investors to forecast how Empiric 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 Empiric 2500 more accurately as focusing exclusively on Empiric 2500's fundamentals will not take into account other important factors: Empiric 2500 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Empiric 2500's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Empiric 2500 Fund, and traders can use it to determine the average amount a Empiric 2500'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 = 0.0189
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EMCAX |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Empiric 2500 is performing at about 1% 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 Empiric 2500 by adding it to a well-diversified portfolio.
Empiric 2500 Fundamentals Growth
Empiric Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Empiric 2500, and Empiric 2500 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 Empiric Mutual Fund performance.
| Price To Earning | 14.95 X | ||||
| Price To Book | 3.02 X | ||||
| Price To Sales | 0.90 X | ||||
| Total Asset | 23.64 M | ||||
About Empiric 2500 Performance
To evaluate Empiric 2500 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 Empiric 2500 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 Empiric 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 Empiric 2500 market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Empiric'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 seeks to achieve its objective by primarily investing in the equity securities of domestic small and mid-capitalization growth companies. It seeks capital appreciation by investing in companies that the Advisor believes are undervalued and that have characteristics the Advisor deems will likely cause those stocks to appreciate in the near future.Things to note about Empiric 2500 performance evaluation
Checking the ongoing alerts about Empiric 2500 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Empiric 2500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Empiric 2500 retains about 8.56% of its assets under management (AUM) in cash |
- Analyzing Empiric 2500'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 Empiric 2500's stock is overvalued or undervalued compared to its peers.
- Examining Empiric 2500'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 Empiric 2500's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Empiric 2500's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Empiric 2500's mutual fund. These opinions can provide insight into Empiric 2500's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Empiric 2500 Fund. 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 nation. Note that the Empiric 2500 information on this page should be used as a complementary analysis to other Empiric 2500'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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..