RRITX Mutual Fund Manager Performance Evaluation

RRITX -  USA Fund  

USD 21.80  0.20  0.93%

The entity has a beta of 0.5535, which indicates possible diversification benefits within a given portfolio. Let's try to break down what RRITX's beta means in this case. As returns on the market increase, T Rowe returns are expected to increase less than the market. However, during the bear market, the loss on holding T Rowe will be expected to be smaller as well. Even though it is essential to pay attention to T Rowe Price current price movements, it is always good to be careful when utilizing equity historical returns. Our way of measuring any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. T Rowe Price exposes twenty-six different technical indicators, which can help you to evaluate its performance.

RRITX Mutual Fund Performance 

 
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 RRITX Performance
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Over the last 90 days T Rowe Price has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, T Rowe is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low17.80
Fifty Two Week High22.64
Annual Report Expense Ratio1.40%

T Rowe Relative Risk vs. Return Landscape

If you would invest  2,175  in T Rowe Price on July 30, 2021 and sell it today you would lose (15.00)  from holding T Rowe Price or give up 0.69% of portfolio value over 90 days. T Rowe Price is currently producing negative expected returns and takes up 0.6596% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than RRITX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon T Rowe is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.09 times less risky than the market. the firm trades about -0.01 of its potential returns per unit of risk. The DOW is currently generating roughly 0.04 of returns per unit of risk over similar time horizon.

T Rowe Current Valuation

Fairly Valued
Today
21.80
28th of October 2021
Share
Please note that T Rowe's price fluctuation is very steady at this time.
T Rowe Price has a current Real Value of $21.81 per share. The regular price of the fund is $21.8. At this time, the entity appears to be fairly valued. We determine the value of T Rowe Price from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued stocks and dropping overvalued stocks since, at some future date, stock prices and their ongoing real values will draw towards each other.
Our valuation method for T Rowe Price is useful when determining the fair value of the RRITX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of T Rowe. Since T Rowe is currently traded on the exchange, buyers and sellers on that exchange determine the market value of RRITX Mutual Fund. However, T Rowe'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.
21.81
Real Value
22.47
Upside
Estimating the potential upside or downside of T Rowe Price helps investors to forecast how RRITX 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 T Rowe more accurately as focusing exclusively on T Rowe's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.1021.6422.18
Details
Hype
Prediction
LowEstimated ValueHigh
21.1421.8022.46
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.240.240.24
Details

T Rowe Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for T Rowe's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as T Rowe Price, and traders can use it to determine the average amount a T Rowe'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 = -0.0134

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Negative ReturnsRRITX
Estimated Market Risk
 0.66
  actual daily
 
 5 %
of total potential
 
55
Expected Return
 -0.01
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.01
  actual daily
 
 0 %
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00
Based on monthly moving average T Rowe is performing at about 0% 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 T Rowe by adding it to a well-diversified portfolio.

About T Rowe Performance

To evaluate T Rowe Price 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 T Rowe 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 RRITX 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 T Rowe Price stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents RRITX'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 investment seeks long-term growth of capital through investments primarily in the common stocks of established, non-U.S. companies. The managers expect to primarily invest in stocks outside the U.S. and to diversify broadly among developed and emerging countries throughout the world. It normally invests in at least five countries and may purchase the stocks of companies of any size, but its focus will typically be on large companies. Normally, at least 80 percent of the funds net assets will be invested in stocks.

Things to note about T Rowe Price

Checking the ongoing alerts about T Rowe for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for T Rowe Price help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

T Rowe Alerts

Equity Alerts and Improvement Suggestions

T Rowe Price generated a negative expected return over the last 90 days
T Rowe Price is unlikely to experience financial distress in the next 2 years
The fund maintains 97.07% of its assets in stocks
Additionally, take a look at Your Equity Center. Note that the T Rowe Price information on this page should be used as a complementary analysis to other T Rowe'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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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When running T Rowe Price price analysis, check to measure T Rowe'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 T Rowe is operating at the current time. Most of T Rowe's value examination focuses on studying past and present price action to predict the probability of T Rowe's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move T Rowe's price. Additionally, you may evaluate how the addition of T Rowe to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between T Rowe's value and its price as these two are different measures arrived at by different means. Investors typically determine T Rowe value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, T Rowe'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.