Boston Partners Small Fund Manager Performance Evaluation
| BPSIX Fund | USD 31.51 0.05 0.16% |
The fund shows a Beta (market volatility) of 1.41, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Boston Partners will likely underperform.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Boston Partners Small are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Boston Partners may actually be approaching a critical reversion point that can send shares even higher in December 2024.
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| Expense Ratio Date | 31st of December 2022 | |
| Expense Ratio | 0.9900 |
Boston |
Boston Partners Relative Risk vs. Return Landscape
If you would invest 2,816 in Boston Partners Small on September 1, 2024 and sell it today you would earn a total of 335.00 from holding Boston Partners Small or generate 11.9% return on investment over 90 days. Boston Partners Small is currently producing 0.1827% returns and takes up 1.1946% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Boston, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Boston Partners Current Valuation
Fairly Valued
Today
Please note that Boston Partners' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Boston Partners Small shows a prevailing Real Value of $30.99 per share. The current price of the fund is $31.51. We determine the value of Boston Partners Small 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 Boston Partners is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Boston Mutual Fund. However, Boston Partners' 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 31.51 | Real 30.99 | Hype 31.44 | Naive 31.59 |
The intrinsic value of Boston Partners' 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 Boston Partners' 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 Boston Partners Small helps investors to forecast how Boston 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 Boston Partners more accurately as focusing exclusively on Boston Partners' fundamentals will not take into account other important factors: Boston Partners Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Boston Partners' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Boston Partners Small, and traders can use it to determine the average amount a Boston Partners' 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 = 0.1529
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BPSIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Boston Partners 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 Boston Partners by adding it to a well-diversified portfolio.
Boston Partners Fundamentals Growth
Boston Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Boston Partners, and Boston Partners 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 Boston Mutual Fund performance.
| Price To Earning | 15.42 X | ||||
| Price To Book | 1.55 X | ||||
| Price To Sales | 0.71 X | ||||
| Total Asset | 578.18 M | ||||
About Boston Partners Performance
Evaluating Boston Partners' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Boston Partners 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 Boston Partners 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 Advisor pursues the funds objective by investing, under normal circumstances, at least 80 percent of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks of issuers with small market capitalizations and identified by the Adviser as having value characteristics. It may also invest up to 25 percent of its total assets in non U.S. dollar-denominated securities.Things to note about Boston Partners Small performance evaluation
Checking the ongoing alerts about Boston Partners for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Boston Partners Small 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 97.73% of its assets under management (AUM) in equities |
- Analyzing Boston Partners' 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 Boston Partners' stock is overvalued or undervalued compared to its peers.
- Examining Boston Partners' 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 Boston Partners' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Boston Partners' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Boston Partners' mutual fund. These opinions can provide insight into Boston Partners' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Boston Mutual Fund
Boston Partners financial ratios help investors to determine whether Boston 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 Boston with respect to the benefits of owning Boston Partners security.
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