Blackrock Allocation Target Fund Manager Performance Evaluation
| BATAX Fund | USD 9.51 0.01 0.11% |
The fund shows a Beta (market volatility) of -0.0266, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Blackrock Allocation are expected to decrease at a much lower rate. During the bear market, Blackrock Allocation is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Allocation Target are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Blackrock Allocation is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0100 |
Blackrock |
Blackrock Allocation Relative Risk vs. Return Landscape
If you would invest 941.00 in Blackrock Allocation Target on September 2, 2024 and sell it today you would earn a total of 10.00 from holding Blackrock Allocation Target or generate 1.06% return on investment over 90 days. Blackrock Allocation Target is currently producing 0.0166% returns and takes up 0.1166% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Blackrock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blackrock Allocation Current Valuation
Overvalued
Today
Please note that Blackrock Allocation's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Blackrock Allocation shows a prevailing Real Value of $8.74 per share. The current price of the fund is $9.51. We determine the value of Blackrock Allocation from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Blackrock Allocation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Allocation'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 9.51 | Real 8.74 | Hype 9.51 | Naive 9.5 |
The intrinsic value of Blackrock Allocation'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, news, and other external factors that may influence Blackrock Allocation's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Blackrock Allocation Target helps investors to forecast how Blackrock 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 Blackrock Allocation more accurately as focusing exclusively on Blackrock Allocation's fundamentals will not take into account other important factors: Blackrock Allocation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Allocation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Allocation Target, and traders can use it to determine the average amount a Blackrock Allocation'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 = 0.1422
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BATAX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Blackrock Allocation 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 Blackrock Allocation by adding it to a well-diversified portfolio.
Blackrock Allocation Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Allocation, and Blackrock Allocation 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 Blackrock Mutual Fund performance.
| Total Asset | 2.47 B | ||||
About Blackrock Allocation Performance
Evaluating Blackrock Allocation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Allocation 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 Blackrock Allocation has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will principally invest in the following securities asset-backed securities commercial and residential mortgage-backed securities issued or guaranteed by the U.S. government, various agencies of the U.S. government or various instrumentalities that have been established or sponsored by the U.S. government commercial and residential mortgage-backed securities issued by banks and other financial institutions CMOs loans backed by commercial or residential real estate derivatives and repurchase agreements and reverse repurchase agreements.Things to note about Blackrock Allocation performance evaluation
Checking the ongoing alerts about Blackrock Allocation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 7.59% of its assets under management (AUM) in cash |
- Analyzing Blackrock Allocation'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 Blackrock Allocation's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Allocation'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 Blackrock Allocation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Allocation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Allocation's mutual fund. These opinions can provide insight into Blackrock Allocation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Allocation financial ratios help investors to determine whether Blackrock 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 Blackrock with respect to the benefits of owning Blackrock Allocation security.
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