Blue Chip Investor Fund Manager Performance Evaluation
| BCIFX Fund | USD 237.69 0.89 0.37% |
The fund shows a Beta (market volatility) of 1.02, which signifies a somewhat significant risk relative to the market. Blue Chip returns are very sensitive to returns on the market. As the market goes up or down, Blue Chip is expected to follow.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Blue Chip Investor are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Blue Chip is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.0000 |
Blue |
Blue Chip Relative Risk vs. Return Landscape
If you would invest 22,457 in Blue Chip Investor on September 4, 2024 and sell it today you would earn a total of 1,312 from holding Blue Chip Investor or generate 5.84% return on investment over 90 days. Blue Chip Investor is currently producing 0.0924% returns and takes up 0.8693% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Blue, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blue Chip Current Valuation
Fairly Valued
Today
Please note that Blue Chip's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blue Chip Investor shows a prevailing Real Value of $232.94 per share. The current price of the fund is $237.69. We determine the value of Blue Chip Investor 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 Blue Chip is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blue Mutual Fund. However, Blue Chip'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 237.69 | Real 232.94 | Hype 237.69 | Naive 238.22 |
The intrinsic value of Blue Chip'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 Blue Chip'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 Blue Chip Investor helps investors to forecast how Blue 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 Blue Chip more accurately as focusing exclusively on Blue Chip's fundamentals will not take into account other important factors: Blue Chip Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blue Chip's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blue Chip Investor, and traders can use it to determine the average amount a Blue Chip'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 = 0.1063
| Best Portfolio | Best Equity | |||
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| Cash | BCIFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Blue Chip is performing at about 8% 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 Blue Chip by adding it to a well-diversified portfolio.
Blue Chip Fundamentals Growth
Blue Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blue Chip, and Blue Chip 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 Blue Mutual Fund performance.
| Price To Earning | 16.35 X | ||||
| Price To Book | 2.10 X | ||||
| Price To Sales | 1.50 X | ||||
About Blue Chip Performance
Evaluating Blue Chip's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blue Chip 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 Blue Chip 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 invests primarily in the common stocks of industry-dominant companies whose earnings have demonstrated superior growth. It invests in medium to large capitalization companies. The average market capitalization of holdings is usually larger than 5 billion. The fund is non-diversified.Things to note about Blue Chip Investor performance evaluation
Checking the ongoing alerts about Blue Chip for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blue Chip Investor 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 99.73% of its assets under management (AUM) in equities |
- Analyzing Blue Chip'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 Blue Chip's stock is overvalued or undervalued compared to its peers.
- Examining Blue Chip'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 Blue Chip's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blue Chip's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blue Chip's mutual fund. These opinions can provide insight into Blue Chip's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blue Mutual Fund
Blue Chip financial ratios help investors to determine whether Blue 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 Blue with respect to the benefits of owning Blue Chip security.
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