Blackrock 4060 Target Fund Manager Performance Evaluation
| BKMPX Fund | USD 13.42 0.01 0.07% |
The fund shows a Beta (market volatility) of 0.2, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Blackrock 40/60's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock 40/60 is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock 4060 Target are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Blackrock 40/60 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2500 |
Blackrock |
Blackrock 40/60 Relative Risk vs. Return Landscape
If you would invest 1,313 in Blackrock 4060 Target on August 31, 2024 and sell it today you would earn a total of 29.00 from holding Blackrock 4060 Target or generate 2.21% return on investment over 90 days. Blackrock 4060 Target is currently producing 0.0353% returns and takes up 0.3515% volatility of returns over 90 trading days. Put another way, 3% 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 40/60 Current Valuation
Fairly Valued
Today
Please note that Blackrock 40/60's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock 4060 Target shows a prevailing Real Value of $13.38 per share. The current price of the fund is $13.42. We determine the value of Blackrock 4060 Target 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 40/60 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock 40/60'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 13.42 | Real 13.38 | Hype 13.42 |
The intrinsic value of Blackrock 40/60'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 40/60'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 4060 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 40/60 more accurately as focusing exclusively on Blackrock 40/60's fundamentals will not take into account other important factors: Blackrock 40/60 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock 40/60's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock 4060 Target, and traders can use it to determine the average amount a Blackrock 40/60'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 = 0.1004
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BKMPX |
Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Blackrock 40/60 is performing at about 7% 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 40/60 by adding it to a well-diversified portfolio.
Blackrock 40/60 Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock 40/60, and Blackrock 40/60 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 | 680.74 M | |||
About Blackrock 40/60 Performance
Evaluating Blackrock 40/60's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock 40/60 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 40/60 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, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 40 percent of its assets and exposure to fixed-income securities in an amount equal to 60 percent of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may have indirect exposure to derivative instruments through its investments in certain underlying funds.Things to note about Blackrock 4060 Target performance evaluation
Checking the ongoing alerts about Blackrock 40/60 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock 4060 Target 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 9.19% of its assets under management (AUM) in cash |
- Analyzing Blackrock 40/60'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 40/60's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock 40/60'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 40/60's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock 40/60's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock 40/60's mutual fund. These opinions can provide insight into Blackrock 40/60's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock 40/60 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 40/60 security.
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