Rbc European Mid Cap Fund Manager Performance Evaluation
| 0P00018PVY | CAD 13.41 0.14 1.06% |
The entity owns a Beta (Systematic Risk) of 0.003, which implies not very significant fluctuations relative to the market. As returns on the market increase, RBC European's returns are expected to increase less than the market. However, during the bear market, the loss of holding RBC European is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days RBC European Mid Cap has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, RBC European 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 | 9.74 | |
| Fifty Two Week High | 14.55 | |
| Annual Report Expense Ratio | 2.12% |
RBC |
RBC European Relative Risk vs. Return Landscape
If you would invest 1,415 in RBC European Mid Cap on August 29, 2024 and sell it today you would lose (74.00) from holding RBC European Mid Cap or give up 5.23% of portfolio value over 90 days. RBC European Mid Cap is generating negative expected returns and assumes 0.7334% volatility on return distribution over the 90 days horizon. Simply put, 6% 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 European Current Valuation
Fairly Valued
Today
Please note that RBC European's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. RBC European Mid owns a latest Real Value of C$13.51 per share. The recent price of the fund is C$13.41. We determine the value of RBC European Mid 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 European is currently traded on the exchange, buyers and sellers on that exchange determine the market value of RBC Fund. However, RBC European'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 13.41 | Real 13.51 | Hype 13.41 | Naive 13.27 |
The real value of RBC Fund, also known as its intrinsic value, is the underlying worth of RBC European Mid Fund, which is reflected in its stock price. It is based on RBC European's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of RBC European'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 European Mid Cap 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 European more accurately as focusing exclusively on RBC European's fundamentals will not take into account other important factors: RBC European Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for RBC European's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as RBC European Mid Cap, and traders can use it to determine the average amount a RBC European'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 = -0.1145
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| Negative Returns | 0P00018PVY |
Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average RBC European 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 RBC European by adding RBC European to a well-diversified portfolio.
RBC European Fundamentals Growth
RBC Fund prices reflect investors' perceptions of the future prospects and financial health of RBC European, and RBC European 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 | 1.04 B | |||
About RBC European Performance
By analyzing RBC European's fundamental ratios, stakeholders can gain valuable insights into RBC European's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if RBC European 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 European has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund invests primarily in equity securities of European mid-cap companies. RBC European is traded on Toronto Stock Exchange in Canada.Things to note about RBC European Mid performance evaluation
Checking the ongoing alerts about RBC European for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for RBC European Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| RBC European Mid generated a negative expected return over the last 90 days | |
| The fund holds 98.59% of its total net assets in equities |
- Analyzing RBC European'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 European's stock is overvalued or undervalued compared to its peers.
- Examining RBC European'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 European's management team can have a significant impact on its success or failure. Reviewing the track record and experience of RBC European's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of RBC European's fund. These opinions can provide insight into RBC European's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in RBC Fund
RBC European 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 European security.
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