Rational Inflation Growth Fund Manager Performance Evaluation
| IGOAX Fund | USD 9.49 0.00 0.00% |
The fund holds a Beta of -0.0171, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Rational Inflation are expected to decrease at a much lower rate. During the bear market, Rational Inflation is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Rational Inflation Growth are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Rational Inflation is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreRational |
Rational Inflation Relative Risk vs. Return Landscape
If you would invest 919.00 in Rational Inflation Growth on August 27, 2024 and sell it today you would earn a total of 30.00 from holding Rational Inflation Growth or generate 3.26% return on investment over 90 days. Rational Inflation Growth is currently producing 0.0592% returns and takes up 0.4019% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Rational, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rational Inflation Current Valuation
Overvalued
Today
Please note that Rational Inflation's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Rational Inflation Growth holds a recent Real Value of $9.2 per share. The prevailing price of the fund is $9.49. We determine the value of Rational Inflation Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Rational Inflation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rational Mutual Fund. However, Rational Inflation'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 9.49 | Real 9.2 | Hype 9.49 | Naive 9.55 |
The intrinsic value of Rational Inflation'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 Rational Inflation'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 Rational Inflation Growth helps investors to forecast how Rational 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 Rational Inflation more accurately as focusing exclusively on Rational Inflation's fundamentals will not take into account other important factors: Rational Inflation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rational Inflation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rational Inflation Growth, and traders can use it to determine the average amount a Rational Inflation'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 = 0.1473
| Best Portfolio | Best Equity | |||
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| Cash | IGOAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Rational Inflation is performing at about 11% 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 Rational Inflation by adding it to a well-diversified portfolio.
Rational Inflation Fundamentals Growth
Rational Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rational Inflation, and Rational Inflation 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 Rational Mutual Fund performance.
| Total Asset | 2.08 M | ||||
About Rational Inflation Performance
Evaluating Rational Inflation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rational Inflation 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 Rational Inflation 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in exchange-traded equity securities of real assets companies. It defines real assets companies as those in energy, materials, industrials, real estate and utility sectors. The fund is non-diversified.Things to note about Rational Inflation Growth performance evaluation
Checking the ongoing alerts about Rational Inflation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rational Inflation Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rational Inflation is not yet fully synchronised with the market data | |
| The fund retains about 19.32% of its assets under management (AUM) in cash |
- Analyzing Rational Inflation'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 Rational Inflation's stock is overvalued or undervalued compared to its peers.
- Examining Rational Inflation'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 Rational Inflation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rational Inflation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rational Inflation's mutual fund. These opinions can provide insight into Rational Inflation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rational Mutual Fund
Rational Inflation financial ratios help investors to determine whether Rational 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 Rational with respect to the benefits of owning Rational Inflation security.
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