Rbc Canadian Equity Fund Manager Performance Evaluation
| 0P000077FS | CAD 34.00 0.00 0.00% |
The entity owns a Beta (Systematic Risk) of 0.19, which implies not very significant fluctuations relative to the market. As returns on the market increase, RBC Canadian's returns are expected to increase less than the market. However, during the bear market, the loss of holding RBC Canadian is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in RBC Canadian Equity are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, RBC Canadian is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 16.92 | |
| Fifty Two Week High | 28.54 | |
| Annual Report Expense Ratio | 1.92% |
RBC |
RBC Canadian Relative Risk vs. Return Landscape
If you would invest 3,286 in RBC Canadian Equity on September 14, 2024 and sell it today you would earn a total of 114.00 from holding RBC Canadian Equity or generate 3.47% return on investment over 90 days. RBC Canadian Equity is generating 0.0567% of daily returns and assumes 0.4023% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than RBC, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
RBC Canadian Current Valuation
Fairly Valued
Today
Please note that RBC Canadian's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. RBC Canadian Equity owns a latest Real Value of C$33.86 per share. The recent price of the fund is C$34.0. We determine the value of RBC Canadian Equity from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support taking in undervalued funds and trading overvalued funds since, in the future, fund prices and their ongoing real values will converge.
Since RBC Canadian is currently traded on the exchange, buyers and sellers on that exchange determine the market value of RBC Fund. However, RBC Canadian'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 34.0 | Real 33.86 | Hype 34.0 |
The real value of RBC Fund, also known as its intrinsic value, is the underlying worth of RBC Canadian Equity Fund, which is reflected in its stock price. It is based on RBC Canadian's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of RBC Canadian'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, or news.
Estimating the potential upside or downside of RBC Canadian Equity helps investors to forecast how RBC 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 RBC Canadian more accurately as focusing exclusively on RBC Canadian's fundamentals will not take into account other important factors: RBC Canadian Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for RBC Canadian's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as RBC Canadian Equity, and traders can use it to determine the average amount a RBC Canadian'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 = 0.141
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| Cash | 0P000077FS | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average RBC Canadian is performing at about 11% 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 RBC Canadian by adding it to a well-diversified portfolio.
RBC Canadian Fundamentals Growth
RBC Fund prices reflect investors' perceptions of the future prospects and financial health of RBC Canadian, and RBC Canadian 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 RBC Fund performance.
| Total Asset | 2 B | |||
About RBC Canadian Performance
By analyzing RBC Canadian's fundamental ratios, stakeholders can gain valuable insights into RBC Canadian's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if RBC Canadian has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if RBC Canadian has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
To provide a high level of monthly cash flow and relatively tax efficient distributions consisting primarily of returns of capital, capital gains and interest income and to provide the potential for modest capital growth. RBC Canadian is traded on Toronto Stock Exchange in Canada.Things to note about RBC Canadian Equity performance evaluation
Checking the ongoing alerts about RBC Canadian for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for RBC Canadian Equity 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 three year return of -2.0% | |
| RBC Canadian Equity holds 95.5% of its total net assets in equities |
- Analyzing RBC Canadian'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 RBC Canadian's stock is overvalued or undervalued compared to its peers.
- Examining RBC Canadian'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 RBC Canadian's management team can have a significant impact on its success or failure. Reviewing the track record and experience of RBC Canadian's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of RBC Canadian's fund. These opinions can provide insight into RBC Canadian's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in RBC Fund
RBC Canadian financial ratios help investors to determine whether RBC 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 RBC with respect to the benefits of owning RBC Canadian security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |