Totl In Rl Fund Manager Performance Evaluation
| TIPRX Fund | USD 27.84 0.01 0.04% |
The entity has a beta of -0.0693, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Totl In are expected to decrease at a much lower rate. During the bear market, Totl In is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Totl In Rl has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Totl In is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Bluerock Total Income Real Estate Fund Makes 45th Consecutive Quarterly Distribution at a 5.25 percent Annualized Rate - InvestorsObserver | 03/21/2024 |
| Expense Ratio | 3.1500 |
Totl |
Totl In Relative Risk vs. Return Landscape
If you would invest 2,869 in Totl In Rl on January 25, 2024 and sell it today you would lose (85.00) from holding Totl In Rl or give up 2.96% of portfolio value over 90 days. Totl In Rl is currently producing negative expected returns and takes up 0.2411% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Totl, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Totl In Current Valuation
Undervalued
Today
Please note that Totl In's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Totl In Rl current Real Value cannot be determined due to lack of data. The regular price of Totl In Rl is $27.84. We determine the value of Totl In Rl from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Totl In Rl is useful when determining the fair value of the Totl mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Totl In. Since Totl In is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Totl Mutual Fund. However, Totl In'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 27.84 | Real 0.0 | Hype 0.0 |
The real value of Totl Mutual Fund, also known as its intrinsic value, is the underlying worth of Totl In Rl Mutual Fund, which is reflected in its stock price. It is based on Totl In's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Totl In'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 Totl In'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 Totl In Rl helps investors to forecast how Totl 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 Totl In more accurately as focusing exclusively on Totl In's fundamentals will not take into account other important factors: Totl In Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Totl In's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Totl In Rl, and traders can use it to determine the average amount a Totl In'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 = -0.1967
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| Negative Returns | TIPRX |
Estimated Market Risk
| 0.24 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Totl In 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 Totl In by adding Totl In to a well-diversified portfolio.
Totl In Fundamentals Growth
Totl Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Totl In, and Totl In 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 Totl Mutual Fund performance.
About Totl In Performance
To evaluate Totl In Rl 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 Totl In 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 Totl 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 Totl In Rl market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Totl'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.Totl In is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Totl In Rl performance evaluation
Checking the ongoing alerts about Totl In for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Totl In Rl help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Totl In Rl generated a negative expected return over the last 90 days |
- Analyzing Totl In'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 Totl In's stock is overvalued or undervalued compared to its peers.
- Examining Totl In'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 Totl In's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Totl In's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Totl In's mutual fund. These opinions can provide insight into Totl In's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Totl In Rl. 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 metropolitan statistical area. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.