Bats Series M Fund Manager Performance Evaluation
| BRAMX Fund | USD 8.39 0.07 0.84% |
The fund shows a Beta (market volatility) of -0.0503, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Bats Series are expected to decrease at a much lower rate. During the bear market, Bats Series is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Bats Series M has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Bats Series is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio | 0.0000 |
Bats |
Bats Series Relative Risk vs. Return Landscape
If you would invest 846.00 in Bats Series M on August 28, 2024 and sell it today you would lose (7.00) from holding Bats Series M or give up 0.83% of portfolio value over 90 days. Bats Series M is currently producing negative expected returns and takes up 0.3157% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Bats, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bats Series Current Valuation
Overvalued
Today
Please note that Bats Series' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Bats Series M shows a prevailing Real Value of $8.2 per share. The current price of the fund is $8.39. We determine the value of Bats Series M 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 Bats Series is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bats Mutual Fund. However, Bats Series' 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 8.39 | Real 8.2 | Hype 8.39 | Naive 8.34 |
The intrinsic value of Bats Series' 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 Bats Series' 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 Bats Series M helps investors to forecast how Bats 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 Bats Series more accurately as focusing exclusively on Bats Series' fundamentals will not take into account other important factors: Bats Series Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bats Series' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bats Series M, and traders can use it to determine the average amount a Bats Series' 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 = -0.0402
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BRAMX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bats Series 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 Bats Series by adding Bats Series to a well-diversified portfolio.
Bats Series Fundamentals Growth
Bats Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bats Series, and Bats Series 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 Bats Mutual Fund performance.
| Total Asset | 1.26 B | ||||
About Bats Series Performance
Evaluating Bats Series' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bats Series 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 Bats Series 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 will principally invest in the following securities commercial and residential mortgage-backed securities asset-backed securities collateralized mortgage obligations U.S. Treasury and agency securities cash equivalent investments when-issued and delayed delivery securities derivatives and dollar rolls.Things to note about Bats Series M performance evaluation
Checking the ongoing alerts about Bats Series for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bats Series M help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bats Series M generated a negative expected return over the last 90 days | |
| Bats Series M generated five year return of 0.0% | |
| This fund holds about 34.0% of its assets under management (AUM) in cash |
- Analyzing Bats Series' 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 Bats Series' stock is overvalued or undervalued compared to its peers.
- Examining Bats Series' 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 Bats Series' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bats Series' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bats Series' mutual fund. These opinions can provide insight into Bats Series' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bats Mutual Fund
Bats Series financial ratios help investors to determine whether Bats 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 Bats with respect to the benefits of owning Bats Series security.
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