Ultra Small Pany Market Fund Manager Performance Evaluation

BRSIX Fund  USD 15.63  0.11  0.71%   
The entity has a beta of 1.08, which indicates a somewhat significant risk relative to the market. Ultra Small returns are very sensitive to returns on the market. As the market goes up or down, Ultra Small is expected to follow.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Ultra Small Pany Market are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly unfluctuating forward indicators, Ultra Small may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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3 Small-Cap Blend Mutual Funds With Strong Growth Potential - TradingView Track All Markets
01/12/2026
Expense Ratio Date31st of October 2025
Expense Ratio0.7500
  

Ultra Small Relative Risk vs. Return Landscape

If you would invest  1,397  in Ultra Small Pany Market on November 19, 2025 and sell it today you would earn a total of  166.00  from holding Ultra Small Pany Market or generate 11.88% return on investment over 90 days. Ultra Small Pany Market is currently producing 0.1975% returns and takes up 1.4406% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Ultra, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Ultra Small is expected to generate 1.89 times more return on investment than the market. However, the company is 1.89 times more volatile than its market benchmark. It trades about 0.14 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.16 per unit of risk.

Ultra Small Current Valuation

Fairly Valued
Today
15.63
Please note that Ultra Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ultra Small Pany has a current Real Value of $15.53 per share. The regular price of the fund is $15.63. We determine the value of Ultra Small Pany from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Ultra Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ultra Mutual Fund. However, Ultra Small'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  15.63 Real  15.53 Hype  15.65
The intrinsic value of Ultra Small'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 Ultra Small'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.
15.53
Real Value
16.97
Upside
Estimating the potential upside or downside of Ultra Small Pany Market helps investors to forecast how Ultra 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 Ultra Small more accurately as focusing exclusively on Ultra Small's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
14.2115.6517.09
Details
Below is the normalized historical share price chart for Ultra Small Pany Market extending back to August 06, 1999. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Ultra Small stands at 15.63, as last reported on the 17th of February 2026, with the highest price reaching 15.63 and the lowest price hitting 15.63 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Ultra Small Target Price Odds to finish over Current Price

The tendency of Ultra Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 15.63 90 days 15.63 
about 41.03
Based on a normal probability distribution, the odds of Ultra Small to move above the current price in 90 days from now is about 41.03 (This Ultra Small Pany Market probability density function shows the probability of Ultra Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.08 suggesting Ultra Small Pany Market market returns are sensitive to returns on the market. As the market goes up or down, Ultra Small is expected to follow. Additionally Ultra Small Pany Market has an alpha of 0.0608, implying that it can generate a 0.0608 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Ultra Small Price Density   
       Price  

Predictive Modules for Ultra Small

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ultra Small Pany. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
14.2115.6517.09
Details
Intrinsic
Valuation
LowRealHigh
14.0915.5316.97
Details

Ultra Small Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Ultra Small is not an exception. The market had few large corrections towards the Ultra Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ultra Small Pany Market, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ultra Small within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.06
β
Beta against Dow Jones1.08
σ
Overall volatility
0.75
Ir
Information ratio 0.05

Ultra Small Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ultra Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ultra Small Pany can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund holds 99.87% of its assets under management (AUM) in equities

Ultra Small Fundamentals Growth

Ultra Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ultra Small, and Ultra Small 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 Ultra Mutual Fund performance.

About Ultra Small Performance

Evaluating Ultra Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ultra Small 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 Ultra Small 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 ultra-small company stocks based on company size at the time of purchase. It aims to achieve its objective by approximating the total return of the CRSP Cap-Based Portfolio 10 Index published by the Center for Research in Security Prices, LLC , an affiliate of the University of Chicago over longer time periods. The Adviser invests in a representative sample of the companies included in the index.

Things to note about Ultra Small Pany performance evaluation

Checking the ongoing alerts about Ultra Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ultra Small Pany 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 99.87% of its assets under management (AUM) in equities
Evaluating Ultra Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ultra Small's mutual fund performance include:
  • Analyzing Ultra Small'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 Ultra Small's stock is overvalued or undervalued compared to its peers.
  • Examining Ultra Small'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 Ultra Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ultra Small's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Ultra Small's mutual fund. These opinions can provide insight into Ultra Small's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Ultra Small's mutual fund performance is not an exact science, and many factors can impact Ultra Small's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Ultra Mutual Fund

Ultra Small financial ratios help investors to determine whether Ultra 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 Ultra with respect to the benefits of owning Ultra Small security.
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Earnings Calls
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Balance Of Power
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Fundamentals Comparison
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