Barings Active Short Fund Manager Performance Evaluation
| BXDCX Fund | USD 9.24 0.02 0.22% |
The fund shows a Beta (market volatility) of 0.0341, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Barings Active's returns are expected to increase less than the market. However, during the bear market, the loss of holding Barings Active is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Barings Active Short are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Barings Active is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of November 2021 | |
| Expense Ratio | 0.9000 |
Barings |
Barings Active Relative Risk vs. Return Landscape
If you would invest 916.00 in Barings Active Short on August 31, 2024 and sell it today you would earn a total of 8.00 from holding Barings Active Short or generate 0.87% return on investment over 90 days. Barings Active Short is currently producing 0.0139% returns and takes up 0.1177% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Barings, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Barings Active Current Valuation
Overvalued
Today
Please note that Barings Active's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Barings Active Short shows a prevailing Real Value of $8.5 per share. The current price of the fund is $9.24. We determine the value of Barings Active Short 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 Barings Active is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Barings Mutual Fund. However, Barings Active'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 9.24 | Real 8.5 | Hype 9.24 | Naive 9.22 |
The intrinsic value of Barings Active'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 Barings Active'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 Barings Active Short helps investors to forecast how Barings 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 Barings Active more accurately as focusing exclusively on Barings Active's fundamentals will not take into account other important factors: Barings Active Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barings Active's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Barings Active Short, and traders can use it to determine the average amount a Barings Active'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 = 0.1179
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BXDCX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Barings Active is performing at about 9% 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 Barings Active by adding it to a well-diversified portfolio.
Barings Active Fundamentals Growth
Barings Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Barings Active, and Barings Active 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 Barings Mutual Fund performance.
| Total Asset | 1.17 M | |||
About Barings Active Performance
Evaluating Barings Active's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Barings Active 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 Barings Active 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 investment seeks to achieve a high total rate of return primarily from current income while minimizing fluctuations in capital values by investing primarily in a diversified portfolio of short-term investment grade fixed income securities. Barings Active is traded on NASDAQ Exchange in the United States.Things to note about Barings Active Short performance evaluation
Checking the ongoing alerts about Barings Active for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Barings Active Short 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 33.19% of its assets under management (AUM) in fixed income securities |
- Analyzing Barings Active'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 Barings Active's stock is overvalued or undervalued compared to its peers.
- Examining Barings Active'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 Barings Active's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barings Active's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Barings Active's mutual fund. These opinions can provide insight into Barings Active's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Barings Mutual Fund
Barings Active financial ratios help investors to determine whether Barings 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 Barings with respect to the benefits of owning Barings Active security.
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