Boyar Value Fund Manager Performance Evaluation
| BOYAX Fund | USD 30.53 0.29 0.94% |
The fund shows a Beta (market volatility) of 0.65, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Boyar Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Boyar Value is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Boyar Value Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Boyar Value 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 | 1.7200 |
Boyar |
Boyar Value Relative Risk vs. Return Landscape
If you would invest 3,178 in Boyar Value Fund on December 7, 2024 and sell it today you would lose (125.00) from holding Boyar Value Fund or give up 3.93% of portfolio value over 90 days. Boyar Value Fund is currently producing negative expected returns and takes up 0.843% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Boyar, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Boyar Value Current Valuation
Fairly Valued
Today
Please note that Boyar Value's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Boyar Value Fund shows a prevailing Real Value of $30.67 per share. The current price of the fund is $30.53. We determine the value of Boyar Value Fund 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 Boyar Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Boyar Mutual Fund. However, Boyar Value'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 30.53 | Real 30.67 | Hype 30.53 | Naive 30.51 |
The intrinsic value of Boyar Value'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 Boyar Value'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 Boyar Value Fund helps investors to forecast how Boyar 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 Boyar Value more accurately as focusing exclusively on Boyar Value's fundamentals will not take into account other important factors: Boyar Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Boyar Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Boyar Value Fund, and traders can use it to determine the average amount a Boyar Value'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 = -0.0765
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BOYAX |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Boyar Value 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 Boyar Value by adding Boyar Value to a well-diversified portfolio.
Boyar Value Fundamentals Growth
Boyar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Boyar Value, and Boyar Value 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 Boyar Mutual Fund performance.
| Price To Earning | 16.18 X | |||
| Price To Book | 2.50 X | |||
| Price To Sales | 1.78 X | |||
About Boyar Value Performance
Evaluating Boyar Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Boyar Value 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 Boyar Value 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.
Under normal market conditions, the fund invests primarily in equity securities that are believed by the Adviser to be intrinsically undervalued including common stock, preferred stock or securities convertible into or exchangeable for common stock. Boyar Value is traded on NASDAQ Exchange in the United States.Things to note about Boyar Value Fund performance evaluation
Checking the ongoing alerts about Boyar Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Boyar Value Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Boyar Value Fund generated a negative expected return over the last 90 days | |
| The fund holds about 8.34% of its assets under management (AUM) in cash |
- Analyzing Boyar Value'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 Boyar Value's stock is overvalued or undervalued compared to its peers.
- Examining Boyar Value'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 Boyar Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Boyar Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Boyar Value's mutual fund. These opinions can provide insight into Boyar Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Boyar Mutual Fund
Boyar Value financial ratios help investors to determine whether Boyar 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 Boyar with respect to the benefits of owning Boyar Value security.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |