The Eafe Pure Fund Manager Performance Evaluation
| BGPKX Fund | USD 12.63 0.38 2.92% |
The fund shows a Beta (market volatility) of 0.63, which means possible diversification benefits within a given portfolio. As returns on the market increase, Eafe Pure's returns are expected to increase less than the market. However, during the bear market, the loss of holding Eafe Pure is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days The Eafe Pure has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward-looking signals, Eafe Pure is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6300 |
Eafe |
Eafe Pure Relative Risk vs. Return Landscape
If you would invest 1,313 in The Eafe Pure on September 4, 2024 and sell it today you would lose (50.00) from holding The Eafe Pure or give up 3.81% of portfolio value over 90 days. The Eafe Pure is currently producing negative expected returns and takes up 1.0967% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Eafe, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Eafe Pure Current Valuation
Fairly Valued
Today
Please note that Eafe Pure's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Eafe Pure shows a prevailing Real Value of $12.8 per share. The current price of the fund is $12.63. We determine the value of Eafe Pure from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Eafe Pure is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eafe Mutual Fund. However, Eafe Pure'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 12.63 | Real 12.8 | Hype 12.63 | Naive 12.77 |
The intrinsic value of Eafe Pure'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 Eafe Pure'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 The Eafe Pure helps investors to forecast how Eafe 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 Eafe Pure more accurately as focusing exclusively on Eafe Pure's fundamentals will not take into account other important factors: Eafe Pure Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eafe Pure's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Eafe Pure, and traders can use it to determine the average amount a Eafe Pure'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 = -0.0499
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BGPKX |
Estimated Market Risk
| 1.1 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Eafe Pure 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 Eafe Pure by adding Eafe Pure to a well-diversified portfolio.
Eafe Pure Fundamentals Growth
Eafe Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Eafe Pure, and Eafe Pure 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 Eafe Mutual Fund performance.
| Total Asset | 504.88 M | ||||
About Eafe Pure Performance
Evaluating Eafe Pure's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eafe Pure 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 Eafe Pure 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 at least 80 percent of its net assets in common stocks and other equity securities of companies whose principal activities are in developed markets in Europe, Australasia andor the Far East. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. The fund is not constrained with respect to market capitalization and may participate in initial public offerings and in securities offerings that are not registered in the U.S.Things to note about Eafe Pure performance evaluation
Checking the ongoing alerts about Eafe Pure for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eafe Pure help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Eafe Pure generated a negative expected return over the last 90 days | |
| The fund generated three year return of -8.0% | |
| Eafe Pure holds all of its assets under management (AUM) in equities |
- Analyzing Eafe Pure'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 Eafe Pure's stock is overvalued or undervalued compared to its peers.
- Examining Eafe Pure'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 Eafe Pure's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eafe Pure's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Eafe Pure's mutual fund. These opinions can provide insight into Eafe Pure's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Eafe Mutual Fund
Eafe Pure financial ratios help investors to determine whether Eafe 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 Eafe with respect to the benefits of owning Eafe Pure security.
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