Evaluator Tactically Managed Fund Manager Performance Evaluation
| EVFTX Fund | USD 10.75 0.03 0.28% |
The fund shows a Beta (market volatility) of 0.23, which means not very significant fluctuations relative to the market. As returns on the market increase, Evaluator Tactically's returns are expected to increase less than the market. However, during the bear market, the loss of holding Evaluator Tactically is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Evaluator Tactically Managed are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Evaluator Tactically is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.4700 |
Evaluator |
Evaluator Tactically Relative Risk vs. Return Landscape
If you would invest 1,064 in Evaluator Tactically Managed on August 27, 2024 and sell it today you would earn a total of 11.00 from holding Evaluator Tactically Managed or generate 1.03% return on investment over 90 days. Evaluator Tactically Managed is currently producing 0.0165% returns and takes up 0.2826% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Evaluator, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Evaluator Tactically Current Valuation
Fairly Valued
Today
Please note that Evaluator Tactically's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Evaluator Tactically shows a prevailing Real Value of $10.77 per share. The current price of the fund is $10.75. We determine the value of Evaluator Tactically from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Evaluator Tactically is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Evaluator Mutual Fund. However, Evaluator Tactically'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 10.75 | Real 10.77 | Hype 10.79 | Naive 10.71 |
The intrinsic value of Evaluator Tactically'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 Evaluator Tactically'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 Evaluator Tactically Managed helps investors to forecast how Evaluator 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 Evaluator Tactically more accurately as focusing exclusively on Evaluator Tactically's fundamentals will not take into account other important factors: Evaluator Tactically Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Evaluator Tactically's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Evaluator Tactically Managed, and traders can use it to determine the average amount a Evaluator Tactically'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 = 0.0582
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EVFTX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Evaluator Tactically is performing at about 4% 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 Evaluator Tactically by adding it to a well-diversified portfolio.
Evaluator Tactically Fundamentals Growth
Evaluator Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Evaluator Tactically, and Evaluator Tactically 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 Evaluator Mutual Fund performance.
| Total Asset | 27.16 M | ||||
About Evaluator Tactically Performance
Evaluating Evaluator Tactically's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Evaluator Tactically 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 Evaluator Tactically 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 the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 50-70 percent of its assets into a variety of underlying funds that focus on investments in debt that possess varying qualities of credit and duration. The remaining 30-50 percent of the funds assets will generally be allocated to underlying funds that invest in equities that have the potential of providing dividends and growth on an annual basis.Things to note about Evaluator Tactically performance evaluation
Checking the ongoing alerts about Evaluator Tactically for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Evaluator Tactically help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 9.12% of its assets under management (AUM) in cash |
- Analyzing Evaluator Tactically'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 Evaluator Tactically's stock is overvalued or undervalued compared to its peers.
- Examining Evaluator Tactically'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 Evaluator Tactically's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Evaluator Tactically's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Evaluator Tactically's mutual fund. These opinions can provide insight into Evaluator Tactically's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Evaluator Mutual Fund
Evaluator Tactically financial ratios help investors to determine whether Evaluator 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 Evaluator with respect to the benefits of owning Evaluator Tactically security.
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