Evaluator Conservative Rms Fund Manager Performance Evaluation
| EVFCX Fund | USD 9.50 0.01 0.11% |
The fund shows a Beta (market volatility) of 0.36, which means possible diversification benefits within a given portfolio. As returns on the market increase, Evaluator Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Evaluator Conservative is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Evaluator Conservative Rms are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Evaluator Conservative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3700 |
Evaluator |
Evaluator Conservative Relative Risk vs. Return Landscape
If you would invest 942.00 in Evaluator Conservative Rms on January 26, 2024 and sell it today you would earn a total of 8.00 from holding Evaluator Conservative Rms or generate 0.85% return on investment over 90 days. Evaluator Conservative Rms is currently producing 0.014% returns and takes up 0.2768% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Evaluator, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Evaluator Conservative Current Valuation
Fairly Valued
Today
Please note that Evaluator Conservative's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Evaluator Conservative shows a prevailing Real Value of $9.5 per share. The current price of the fund is $9.5. We determine the value of Evaluator Conservative 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 Evaluator Conservative Rms is useful when determining the fair value of the Evaluator mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Evaluator Conservative. Since Evaluator Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Evaluator Mutual Fund. However, Evaluator Conservative'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 9.5 | Real 9.5 | Hype 9.5 | Naive 9.51 |
The real value of Evaluator Mutual Fund, also known as its intrinsic value, is the underlying worth of Evaluator Conservative Mutual Fund, which is reflected in its stock price. It is based on Evaluator Conservative's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Evaluator Conservative'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 Evaluator Conservative'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 Evaluator Conservative Rms helps investors to forecast how Evaluator 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 Evaluator Conservative more accurately as focusing exclusively on Evaluator Conservative's fundamentals will not take into account other important factors: Evaluator Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Evaluator Conservative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Evaluator Conservative Rms, and traders can use it to determine the average amount a Evaluator Conservative'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 = 0.0506
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EVFCX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Evaluator Conservative is performing at about 3% 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 Evaluator Conservative by adding it to a well-diversified portfolio.
Evaluator Conservative Fundamentals Growth
Evaluator Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Evaluator Conservative, and Evaluator Conservative 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 Evaluator Mutual Fund performance.
| Total Asset | 58.86 M | |||
About Evaluator Conservative Performance
To evaluate Evaluator Conservative 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 Evaluator Conservative 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 Evaluator 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 Evaluator Conservative market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Evaluator'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 normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 70-85 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration. The remaining 15-30 percent of its assets will generally be allocated to underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.Things to note about Evaluator Conservative performance evaluation
Checking the ongoing alerts about Evaluator Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Evaluator Conservative 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% | |
| Evaluator Conservative retains about 13.5% of its assets under management (AUM) in cash |
- Analyzing Evaluator Conservative'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 Evaluator Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Evaluator Conservative'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 Evaluator Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Evaluator Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Evaluator Conservative's mutual fund. These opinions can provide insight into Evaluator Conservative'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 Evaluator Conservative Rms. 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 Evaluator Conservative information on this page should be used as a complementary analysis to other Evaluator Conservative'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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.