Rising Rates Opportunity Fund Manager Performance Evaluation
| RRPSX Fund | USD 37.56 0.04 0.11% |
The fund holds a Beta of -0.53, which implies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Rising Rates are expected to decrease at a much lower rate. During the bear market, Rising Rates is likely to outperform the market.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Rising Rates Opportunity are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Rising Rates is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.6100 |
Rising |
Rising Rates Relative Risk vs. Return Landscape
If you would invest 3,617 in Rising Rates Opportunity on February 23, 2024 and sell it today you would earn a total of 139.00 from holding Rising Rates Opportunity or generate 3.84% return on investment over 90 days. Rising Rates Opportunity is currently producing 0.0632% returns and takes up 0.9311% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Rising, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rising Rates Current Valuation
Overvalued
Today
Please note that Rising Rates' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Rising Rates Opportunity holds a recent Real Value of $34.52 per share. The prevailing price of the fund is $37.56. We determine the value of Rising Rates Opportunity 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 Rising Rates Opportunity is useful when determining the fair value of the Rising mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Rising Rates. Since Rising Rates is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rising Mutual Fund. However, Rising Rates' 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 37.56 | Real 34.52 | Hype 37.56 | Naive 37.77 |
The real value of Rising Mutual Fund, also known as its intrinsic value, is the underlying worth of Rising Rates Opportunity Mutual Fund, which is reflected in its stock price. It is based on Rising Rates' financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Rising Rates' 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 Rising Rates' 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 Rising Rates Opportunity helps investors to forecast how Rising 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 Rising Rates more accurately as focusing exclusively on Rising Rates' fundamentals will not take into account other important factors: Rising Rates Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rising Rates' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rising Rates Opportunity, and traders can use it to determine the average amount a Rising Rates' 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 = 0.0679
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| Cash | RRPSX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Rising Rates is performing at about 5% 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 Rising Rates by adding it to a well-diversified portfolio.
Rising Rates Fundamentals Growth
Rising Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rising Rates, and Rising Rates 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 Rising Mutual Fund performance.
| Total Asset | 43.42 M | |||
About Rising Rates Performance
To evaluate Rising Rates Opportunity 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 Rising Rates 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 Rising 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 Rising Rates Opportunity market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Rising'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 financial instruments that the fund advisors believes, in combination, should produce daily returns consistent with the Daily Target. The fund is non-diversified.Things to note about Rising Rates Opportunity performance evaluation
Checking the ongoing alerts about Rising Rates for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rising Rates Opportunity 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-15.0 ten year return of -15.0% | |
| Rising Rates Opportunity maintains about 101.29% of its assets in cash |
- Analyzing Rising Rates' 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 Rising Rates' stock is overvalued or undervalued compared to its peers.
- Examining Rising Rates' 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 Rising Rates' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rising Rates' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rising Rates' mutual fund. These opinions can provide insight into Rising Rates' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Rising Rates Opportunity. 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 state. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.