Becker Value Equity Fund Alpha and Beta Analysis
| BVEIX Fund | USD 20.75 0.02 0.1% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Becker Value Equity. It also helps investors analyze the systematic and unsystematic risks associated with investing in Becker Value over a specified time horizon. Remember, high Becker Value's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Becker Value's market risk premium analysis include:
Beta 0.0504 | Alpha 0.15 | Risk 1.31 | Sharpe Ratio 0.13 | Expected Return 0.17 |
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Becker |
Becker Value Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Becker Value market risk premium is the additional return an investor will receive from holding Becker Value long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Becker Value. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Becker Value's performance over market.| α | 0.15 | β | 0.05 |
Becker Value expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Becker Value's Buy-and-hold return. Our buy-and-hold chart shows how Becker Value performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Becker Value Market Price Analysis
Market price analysis indicators help investors to evaluate how Becker Value mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Becker Value shares will generate the highest return on investment. By understating and applying Becker Value mutual fund market price indicators, traders can identify Becker Value position entry and exit signals to maximize returns.
Becker Value Return and Market Media
The median price of Becker Value for the period between Thu, Oct 2, 2025 and Wed, Dec 31, 2025 is 18.78 with a coefficient of variation of 4.48. The daily time series for the period is distributed with a sample standard deviation of 0.86, arithmetic mean of 19.2, and mean deviation of 0.73. The Fund received some media coverage during the period. Price Growth (%) |
| Timeline |
1 | These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons | 12/18/2025 |
About Becker Value Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Becker or other funds. Alpha measures the amount that position in Becker Value Equity has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Becker Value in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Becker Value's short interest history, or implied volatility extrapolated from Becker Value options trading.
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Other Information on Investing in Becker Mutual Fund
Becker Value financial ratios help investors to determine whether Becker 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 Becker with respect to the benefits of owning Becker Value security.
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