Retirement Income Fund Manager Performance
The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. the returns on MARKET and Retirement Income are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Retirement Income Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Retirement Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreRetirement |
Retirement Income Relative Risk vs. Return Landscape
If you would invest (100.00) in Retirement Income Fund on December 4, 2024 and sell it today you would earn a total of 100.00 from holding Retirement Income Fund or generate -100.0% return on investment over 90 days. Retirement Income Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Retirement, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Retirement Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Retirement Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Retirement Income Fund, and traders can use it to determine the average amount a Retirement Income'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 = 0.0
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Based on monthly moving average Retirement Income 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 Retirement Income by adding Retirement Income to a well-diversified portfolio.
Retirement Income Fundamentals Growth
Retirement Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Retirement Income, and Retirement Income 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 Retirement Mutual Fund performance.
Things to note about Retirement Income performance evaluation
Checking the ongoing alerts about Retirement Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Retirement Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Retirement Income is not yet fully synchronised with the market data | |
| Retirement Income has some characteristics of a very speculative penny stock | |
| Retirement Income has a very high chance of going through financial distress in the upcoming years | |
| The fund holds about 11.95% of its assets under management (AUM) in cash |
- Analyzing Retirement Income'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 Retirement Income's stock is overvalued or undervalued compared to its peers.
- Examining Retirement Income'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 Retirement Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Retirement Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Retirement Income's mutual fund. These opinions can provide insight into Retirement Income's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in Retirement Mutual Fund
If you are still planning to invest in Retirement Income check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Retirement Income's history and understand the potential risks before investing.
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