Broadview Opportunity Fund Manager Performance Evaluation
| BVAOX Fund | USD 13.09 0.02 0.15% |
The fund shows a Beta (market volatility) of 1.2, 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, Broadview Opportunity will likely underperform.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Broadview Opportunity Fund are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Broadview Opportunity showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Madison Small Cap Fund Q3 2024 Investment Strategy Letter - Seeking Alpha | 10/18/2024 |
| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.1000 |
Broadview |
Broadview Opportunity Relative Risk vs. Return Landscape
If you would invest 1,136 in Broadview Opportunity Fund on September 3, 2024 and sell it today you would earn a total of 173.00 from holding Broadview Opportunity Fund or generate 15.23% return on investment over 90 days. Broadview Opportunity Fund is currently producing 0.2269% returns and takes up 1.0279% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Broadview, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Broadview Opportunity Current Valuation
Undervalued
Today
Please note that Broadview Opportunity's price fluctuation is slightly risky at this time. At this time, the entity appears to be undervalued. Broadview Opportunity shows a prevailing Real Value of $1.79 per share. The current price of the fund is $13.09. We determine the value of Broadview Opportunity 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 Broadview Opportunity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Broadview Mutual Fund. However, Broadview Opportunity'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 13.09 | Real 1.79 | Hype 0.0 | Naive 13.21 |
The intrinsic value of Broadview Opportunity'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 Broadview Opportunity'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 Broadview Opportunity Fund helps investors to forecast how Broadview 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 Broadview Opportunity more accurately as focusing exclusively on Broadview Opportunity's fundamentals will not take into account other important factors: Broadview Opportunity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Broadview Opportunity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Broadview Opportunity Fund, and traders can use it to determine the average amount a Broadview Opportunity'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 = 0.2207
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BVAOX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Broadview Opportunity is performing at about 17% 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 Broadview Opportunity by adding it to a well-diversified portfolio.
Broadview Opportunity Fundamentals Growth
Broadview Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Broadview Opportunity, and Broadview Opportunity 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 Broadview Mutual Fund performance.
| Price To Earning | 20.78 X | ||||
| Price To Book | 2.10 X | ||||
| Price To Sales | 1.33 X | ||||
| Total Asset | 165.8 M | ||||
About Broadview Opportunity Performance
Evaluating Broadview Opportunity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Broadview Opportunity 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 Broadview Opportunity 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 primarily in a diversified mix of common stocks of small cap U.S. companies that are believed to be undervalued by various measures and offer sound prospects for capital appreciation. Under normal market conditions, it will maintain at least 80 percent of its net assets in small cap securities.Things to note about Broadview Opportunity performance evaluation
Checking the ongoing alerts about Broadview Opportunity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Broadview Opportunity 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 about 5.98% of its assets under management (AUM) in cash |
- Analyzing Broadview Opportunity'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 Broadview Opportunity's stock is overvalued or undervalued compared to its peers.
- Examining Broadview Opportunity'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 Broadview Opportunity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Broadview Opportunity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Broadview Opportunity's mutual fund. These opinions can provide insight into Broadview Opportunity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Broadview Mutual Fund
Broadview Opportunity financial ratios help investors to determine whether Broadview 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 Broadview with respect to the benefits of owning Broadview Opportunity security.
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