Ultra Small Pany Fund Manager Performance Evaluation
| BRUSX Fund | USD 33.17 0.03 0.09% |
The entity has a beta of 1.42, which indicates 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, Ultra-small Company will likely underperform.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ultra Small Pany Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ultra-small Company may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 31st of October 2022 | |
| Expense Ratio | 1.2400 |
Ultra-small |
Ultra-small Company Relative Risk vs. Return Landscape
If you would invest 2,979 in Ultra Small Pany Fund on August 29, 2024 and sell it today you would earn a total of 338.00 from holding Ultra Small Pany Fund or generate 11.35% return on investment over 90 days. Ultra Small Pany Fund is currently producing 0.177% returns and takes up 1.3521% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Ultra-small, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ultra-small Company Current Valuation
Overvalued
Today
Please note that Ultra-small Company's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Ultra-small Company has a current Real Value of $29.99 per share. The regular price of the fund is $33.17. We determine the value of Ultra-small Company 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 Company is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ultra-small Mutual Fund. However, Ultra-small Company'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 33.17 | Real 29.99 | Hype 33.17 | Naive 32.9 |
The intrinsic value of Ultra-small Company'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 Company'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 Ultra Small Pany Fund helps investors to forecast how Ultra-small 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 Company more accurately as focusing exclusively on Ultra-small Company's fundamentals will not take into account other important factors: Ultra-small Company Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ultra-small Company's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ultra Small Pany Fund, and traders can use it to determine the average amount a Ultra-small Company'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 = 0.1309
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | BRUSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Ultra-small Company is performing at about 10% 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 Ultra-small Company by adding it to a well-diversified portfolio.
Ultra-small Company Fundamentals Growth
Ultra-small Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ultra-small Company, and Ultra-small Company 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-small Mutual Fund performance.
| Price To Earning | 6.45 X | |||
| Price To Book | 1.06 X | |||
| Price To Sales | 0.34 X | |||
About Ultra-small Company Performance
Evaluating Ultra-small Company's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ultra-small Company 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 Company 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 in a diversified portfolio of common stocks of ultra-small companies. It invests at least 80 percent of its net assets in ultra-small company stocks based on company size at the time of purchase. The fund may invest up to 15 percent of its total assets in foreign securities. It may engage in active and frequent trading of portfolio securities.Things to note about Ultra-small Company performance evaluation
Checking the ongoing alerts about Ultra-small Company for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ultra-small Company 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 99.05% of its assets under management (AUM) in equities |
- Analyzing Ultra-small Company'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 Company's stock is overvalued or undervalued compared to its peers.
- Examining Ultra-small Company'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 Company's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ultra-small Company's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ultra-small Company's mutual fund. These opinions can provide insight into Ultra-small Company's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ultra-small Mutual Fund
Ultra-small Company financial ratios help investors to determine whether Ultra-small 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-small with respect to the benefits of owning Ultra-small Company security.
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