Precious Metals And Fund Manager Performance Evaluation

UIPMX Fund  USD 14.69  0.18  1.21%   
The fund holds a Beta of -0.45, which implies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Precious Metals are expected to decrease at a much lower rate. During the bear market, Precious Metals is likely to outperform the market. Precious Metals And exposes twenty-one different technical indicators, which can help you to evaluate its performance.

Risk-Adjusted Performance

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High
Very Weak
Over the last 90 days Precious Metals And has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's primary indicators remain fairly strong which may send shares a bit higher in March 2024. The current disturbance may also be a sign of long term up-swing for the fund investors.
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Expense Ratio0.9800
  

Precious Metals Relative Risk vs. Return Landscape

If you would invest  1,775  in Precious Metals And on November 30, 2023 and sell it today you would lose (306.00) from holding Precious Metals And or give up 17.24% of portfolio value over 90 days. Precious Metals And is currently producing negative expected returns and takes up 1.704% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Precious, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Precious Metals is expected to under-perform the market. In addition to that, the company is 2.61 times more volatile than its market benchmark. It trades about -0.18 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Precious Metals Current Valuation

Overvalued
Today
14.69
Please note that Precious Metals' price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Precious Metals And holds a recent Real Value of $13.85 per share. The prevailing price of the fund is $14.69. We determine the value of Precious Metals And 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 Precious Metals And is useful when determining the fair value of the Precious mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Precious Metals. Since Precious Metals is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Precious Mutual Fund. However, Precious Metals' 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  14.69 Real  13.85 Hype  14.69 Naive  14.13
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock 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 the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
13.85
Real Value
15.56
Upside
Estimating the potential upside or downside of Precious Metals And helps investors to forecast how Precious 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 Precious Metals more accurately as focusing exclusively on Precious Metals' fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.1614.6315.11
Details
Hype
Prediction
LowEstimatedHigh
12.9814.6916.40
Details
Naive
Forecast
LowNext ValueHigh
12.4314.1315.84
Details

Precious Metals Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Precious Metals' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Precious Metals And, and traders can use it to determine the average amount a Precious Metals' 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 = -0.1764

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Negative ReturnsUIPMX

Estimated Market Risk

 1.7
  actual daily
14
86% of assets are more volatile

Expected Return

 -0.3
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.18
  actual daily
0
Most of other assets perform better
Based on monthly moving average Precious Metals 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 Precious Metals by adding Precious Metals to a well-diversified portfolio.

Precious Metals Fundamentals Growth

Precious Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Precious Metals, and Precious Metals 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 Precious Mutual Fund performance.

About Precious Metals Performance

To evaluate Precious Metals And 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 Precious Metals 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 Precious 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 Precious Metals And market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Precious'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 normally invests at least 80 percent of its assets in equity securities of domestic and foreign companies principally engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds. It is non-diversified.

Things to note about Precious Metals And performance evaluation

Checking the ongoing alerts about Precious Metals for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Precious Metals And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Precious Metals And generated a negative expected return over the last 90 days
Precious Metals And generated-3.0 ten year return of -3.0%
This fund keeps 99.24% of its net assets in stocks
Evaluating Precious Metals' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Precious Metals' mutual fund performance include:
  • Analyzing Precious Metals' 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 Precious Metals' stock is overvalued or undervalued compared to its peers.
  • Examining Precious Metals' 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 Precious Metals' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Precious Metals' management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Precious Metals' mutual fund. These opinions can provide insight into Precious Metals' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Precious Metals' mutual fund performance is not an exact science, and many factors can impact Precious Metals' mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Precious Metals And. 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 population.
You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.

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When running Precious Metals' price analysis, check to measure Precious Metals' 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 Precious Metals is operating at the current time. Most of Precious Metals' value examination focuses on studying past and present price action to predict the probability of Precious Metals' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Precious Metals' price. Additionally, you may evaluate how the addition of Precious Metals to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Precious Metals' value and its price as these two are different measures arrived at by different means. Investors typically determine if Precious Metals is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Precious Metals' 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.