Holbrook Structured Income Fund Manager Performance Evaluation
The fund retains a Market Volatility (i.e., Beta) of -0.019, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Holbrook Structured are expected to decrease at a much lower rate. During the bear market, Holbrook Structured is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Holbrook Structured Income are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Holbrook Structured is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreHolbrook |
Holbrook Structured Relative Risk vs. Return Landscape
If you would invest 962.00 in Holbrook Structured Income on November 15, 2025 and sell it today you would earn a total of 15.00 from holding Holbrook Structured Income or generate 1.56% return on investment over 90 days. Holbrook Structured Income is currently producing 0.0259% returns and takes up 0.1242% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Holbrook, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Holbrook Structured 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 Holbrook Structured for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Holbrook Structured can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Holbrook Structured is not yet fully synchronised with the market data | |
| Holbrook Structured has some characteristics of a very speculative penny stock | |
| The fund retains about 99.67% of its assets under management (AUM) in fixed income securities |
Holbrook Structured Fundamentals Growth
Holbrook Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Holbrook Structured, and Holbrook Structured 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 Holbrook Mutual Fund performance.
| Total Asset | 21.06 M | ||||
About Holbrook Structured Performance
Evaluating Holbrook Structured's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Holbrook Structured 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 Holbrook Structured 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 provide current income and the opportunity for capital appreciation to produce a total return. Holbrook Structured is traded on NASDAQ Exchange in the United States.Things to note about Holbrook Structured performance evaluation
Checking the ongoing alerts about Holbrook Structured for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Holbrook Structured 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 99.67% of its assets under management (AUM) in fixed income securities |
- Analyzing Holbrook Structured'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 Holbrook Structured's stock is overvalued or undervalued compared to its peers.
- Examining Holbrook Structured'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 Holbrook Structured's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Holbrook Structured's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Holbrook Structured's mutual fund. These opinions can provide insight into Holbrook Structured's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Holbrook Mutual Fund
Holbrook Structured financial ratios help investors to determine whether Holbrook 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 Holbrook with respect to the benefits of owning Holbrook Structured security.
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