Brandywineglobal Corporate Fund Manager Performance Evaluation
| BCAAX Fund | USD 10.67 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.0012, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Brandywineglobal's returns are expected to increase less than the market. However, during the bear market, the loss of holding Brandywineglobal is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Brandywineglobal Corporate are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Brandywineglobal is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | How to pursue high income with relative safety while diversifying your portfolio - MarketWatch | 09/09/2024 |
| Expense Ratio | 0.8800 |
Brandywineglobal |
Brandywineglobal Relative Risk vs. Return Landscape
If you would invest 1,055 in Brandywineglobal Corporate on August 30, 2024 and sell it today you would earn a total of 12.00 from holding Brandywineglobal Corporate or generate 1.14% return on investment over 90 days. Brandywineglobal Corporate is currently producing 0.018% returns and takes up 0.1158% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Brandywineglobal, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Brandywineglobal Current Valuation
Fairly Valued
Today
Please note that Brandywineglobal's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Brandywineglobal C shows a prevailing Real Value of $10.66 per share. The current price of the fund is $10.67. We determine the value of Brandywineglobal C 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 Brandywineglobal is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Brandywineglobal Mutual Fund. However, Brandywineglobal'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 10.67 | Real 10.66 | Hype 10.67 |
The intrinsic value of Brandywineglobal'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 Brandywineglobal'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 Brandywineglobal Corporate helps investors to forecast how Brandywineglobal 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 Brandywineglobal more accurately as focusing exclusively on Brandywineglobal's fundamentals will not take into account other important factors: Brandywineglobal Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brandywineglobal's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Brandywineglobal Corporate, and traders can use it to determine the average amount a Brandywineglobal'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 = 0.1556
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BCAAX |
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
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Brandywineglobal is performing at about 12% 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 Brandywineglobal by adding it to a well-diversified portfolio.
Brandywineglobal Fundamentals Growth
Brandywineglobal Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Brandywineglobal, and Brandywineglobal 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 Brandywineglobal Mutual Fund performance.
| Total Asset | 1.35 B | ||||
About Brandywineglobal Performance
Evaluating Brandywineglobal's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Brandywineglobal 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 Brandywineglobal 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 normally invests at least 80 percent of its net assets in a diversified portfolio of corporate debt securities including those rated investment grade, below investment grade, or are unrated. It will maintain a dollar-weighted effective duration of less than five years, although it may invest in individual fixed income securities with effective durations in excess of five years. The fund will not typically invest more than 10 percent of its assets in securities rated at or below Caa1 by Moodys, CCC by SPs and CCC by Fitch at time of purchase.Things to note about Brandywineglobal C performance evaluation
Checking the ongoing alerts about Brandywineglobal for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Brandywineglobal C 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 11.11% of its assets under management (AUM) in cash |
- Analyzing Brandywineglobal'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 Brandywineglobal's stock is overvalued or undervalued compared to its peers.
- Examining Brandywineglobal'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 Brandywineglobal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brandywineglobal's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Brandywineglobal's mutual fund. These opinions can provide insight into Brandywineglobal's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Brandywineglobal Mutual Fund
Brandywineglobal financial ratios help investors to determine whether Brandywineglobal 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 Brandywineglobal with respect to the benefits of owning Brandywineglobal security.
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