Blk Rk Sg Fund Manager Performance Evaluation
| MHWIX Fund | USD 5.35 0.04 0.74% |
The fund shows a Beta (market volatility) of 0.0323, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Blk Rk's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blk Rk is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Blk Rk Sg are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Blk Rk is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.5500 |
Blk |
Blk Rk Relative Risk vs. Return Landscape
If you would invest 515.00 in Blk Rk Sg on July 8, 2024 and sell it today you would earn a total of 20.00 from holding Blk Rk Sg or generate 3.88% return on investment over 90 days. Blk Rk Sg is currently producing 0.0591% returns and takes up 0.3067% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Blk, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blk Rk Current Valuation
Overvalued
Today
Please note that Blk Rk's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Blk Rk Sg shows a prevailing Real Value of $4.91 per share. The current price of the fund is $5.35. We determine the value of Blk Rk Sg 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.
Since Blk Rk is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blk Mutual Fund. However, Blk Rk'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 5.35 | Real 4.91 | Hype 5.35 |
The intrinsic value of Blk Rk'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 Blk Rk'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 Blk Rk Sg helps investors to forecast how Blk 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 Blk Rk more accurately as focusing exclusively on Blk Rk's fundamentals will not take into account other important factors: Blk Rk Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blk Rk's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blk Rk Sg, and traders can use it to determine the average amount a Blk Rk'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 = 0.1927
| Best Portfolio | Best Equity | |||
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| Cash | MHWIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Blk Rk is performing at about 15% 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 Blk Rk by adding it to a well-diversified portfolio.
Blk Rk Fundamentals Growth
Blk Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blk Rk, and Blk Rk 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 Blk Mutual Fund performance.
| Price To Earning | 18.72 X | ||||
| Price To Book | 1.50 X | ||||
| Price To Sales | 1.54 X | ||||
| Total Asset | 3.6 M | ||||
About Blk Rk Performance
Evaluating Blk Rk's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blk Rk has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Blk Rk has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund mainly invests in bonds and other fixed-income securities that periodically pay interest or dividends. It normally will invest at least 80 percent of its net assets plus any borrowings for investment purposes in bonds and related derivative instruments with similar economic characteristics. The fund may invest up to 100 percent of its assets in securities classified as junk bonds.Things to note about Blk Rk Sg performance evaluation
Checking the ongoing alerts about Blk Rk for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blk Rk Sg help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Blk Rk Sg generated five year return of 0.0% | |
| This fund maintains about 9.41% of its assets in cash |
- Analyzing Blk Rk'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 Blk Rk's stock is overvalued or undervalued compared to its peers.
- Examining Blk Rk'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 Blk Rk's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blk Rk's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blk Rk's mutual fund. These opinions can provide insight into Blk Rk's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blk Mutual Fund
Blk Rk financial ratios help investors to determine whether Blk Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blk with respect to the benefits of owning Blk Rk security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |