Rational Inflation Growth Fund Manager Performance Evaluation
| IGOAX Fund | USD 9.69 0.11 1.12% |
The fund holds a Beta of 0.2388, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rational Inflation returns are expected to increase less than the market. However, during the bear market, the loss on holding Rational Inflation will be expected to be smaller as well. By analyzing Rational Inflation Growth technical indicators, you can presently evaluate if the expected return of 5.0E-4% will be sustainable into the future.
Rational Performance
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Over the last 90 days Rational Inflation Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Rational Inflation 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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Rational Inflation Relative Risk vs. Return Landscape
If you would invest 971.00 in Rational Inflation Growth on September 3, 2023 and sell it today you would lose (2.00) from holding Rational Inflation Growth or give up 0.21% of portfolio value over 90 days. Rational Inflation Growth is currently producing 5.0E-4% returns and takes up 0.8749% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Rational, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rational Inflation Current Valuation
Fairly Valued
Today
Please note that Rational Inflation's price fluctuation is very steady at this time. Rational Inflation Growth holds a recent Real Value of $9.63 per share. The prevailing price of the fund is $9.69. At this time, the fund appears to be fairly valued. We determine the value of Rational Inflation Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Rational Inflation Growth is useful when determining the fair value of the Rational mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Rational Inflation. Since Rational Inflation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rational Mutual Fund. However, Rational Inflation'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. Estimating the potential upside or downside of Rational Inflation Growth helps investors to forecast how Rational 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 Rational Inflation more accurately as focusing exclusively on Rational Inflation's fundamentals will not take into account other important factors: Rational Inflation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rational Inflation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rational Inflation Growth, and traders can use it to determine the average amount a Rational Inflation'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 = 6.0E-4
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IGOAX |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Rational Inflation 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 Rational Inflation by adding Rational Inflation to a well-diversified portfolio.
Rational Inflation Fundamentals Growth
Rational Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rational Inflation, and Rational Inflation 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 Rational Mutual Fund performance.
| Total Asset | 2.08 M | |||
About Rational Inflation Performance
To evaluate Rational Inflation Growth 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 Rational Inflation 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 Rational 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 Rational Inflation Growth market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Rational'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 in securities that its investment sub-adviser expects to increase in value with increased U.S. inflation or with expectations of higher inflation in the future. Rational Inflation is traded on NASDAQ Exchange in the United States.Things to note about Rational Inflation Growth performance evaluation
Checking the ongoing alerts about Rational Inflation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rational Inflation Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rational Inflation is unlikely to experience financial distress in the next 2 years | |
| The fund retains about 19.32% of its assets under management (AUM) in cash |
- Analyzing Rational Inflation'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 Rational Inflation's stock is overvalued or undervalued compared to its peers.
- Examining Rational Inflation'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 Rational Inflation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rational Inflation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rational Inflation's mutual fund. These opinions can provide insight into Rational Inflation's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Rational Inflation Growth. 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 Rational Inflation Growth information on this page should be used as a complementary analysis to other Rational Inflation'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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Complementary Tools for Rational Mutual Fund analysis
When running Rational Inflation's price analysis, check to measure Rational Inflation'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 Rational Inflation is operating at the current time. Most of Rational Inflation's value examination focuses on studying past and present price action to predict the probability of Rational Inflation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Rational Inflation's price. Additionally, you may evaluate how the addition of Rational Inflation to your portfolios can decrease your overall portfolio volatility.
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