Real Estate Securities Fund Manager Performance Evaluation
| JIREX Fund | USD 12.24 0.09 0.73% |
The fund holds a Beta of 0.36, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Real Estate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Real Estate is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Real Estate Securities are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Real Estate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreReal |
Real Estate Relative Risk vs. Return Landscape
If you would invest 1,211 in Real Estate Securities on October 31, 2025 and sell it today you would earn a total of 13.00 from holding Real Estate Securities or generate 1.07% return on investment over 90 days. Real Estate Securities is currently producing 0.0199% returns and takes up 0.6584% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Real, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Real Estate Current Valuation
Fairly Valued
Today
Please note that Real Estate's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Real Estate Securities holds a recent Real Value of $12.28 per share. The prevailing price of the fund is $12.24. We determine the value of Real Estate Securities 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 Real Estate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Real Mutual Fund. However, Real Estate'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 12.24 | Real 12.28 | Hype 12.24 | Naive 12.11 |
The intrinsic value of Real Estate'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 Real Estate'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 Real Estate Securities helps investors to forecast how Real 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 Real Estate more accurately as focusing exclusively on Real Estate's fundamentals will not take into account other important factors: Real Estate Target Price Odds to finish over Current Price
The tendency of Real Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.24 | 90 days | 12.24 | about 64.97 |
Based on a normal probability distribution, the odds of Real Estate to move above the current price in 90 days from now is about 64.97 (This Real Estate Securities probability density function shows the probability of Real Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Real Estate has a beta of 0.36. This indicates as returns on the market go up, Real Estate average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Real Estate Securities will be expected to be much smaller as well. Additionally Real Estate Securities has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Real Estate Price Density |
| Price |
Predictive Modules for Real Estate
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Real Estate Securities. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Real Estate's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Real Estate Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Real Estate is not an exception. The market had few large corrections towards the Real Estate's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Real Estate Securities, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Real Estate within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.04 | |
β | Beta against Dow Jones | 0.36 | |
σ | Overall volatility | 0.13 | |
Ir | Information ratio | -0.12 |
Real Estate 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 Real Estate for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Real Estate Securities can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 99.28% of its assets under management (AUM) in equities |
Real Estate Fundamentals Growth
Real Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Real Estate, and Real Estate 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 Real Mutual Fund performance.
| Price To Earning | 26.40 X | |||
| Price To Book | 2.31 X | |||
| Price To Sales | 6.99 X | |||
| Total Asset | 417.94 M | |||
About Real Estate Performance
Evaluating Real Estate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Real Estate 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 Real Estate 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 at least 80 percent of its net assets in equity securities of REITs and real estate companies. Equity securities include common stock, preferred stock and securities convertible into common stock. It may invest up to 10 percent of its total assets in securities of foreign real estate companies. The fund is non-diversified.Things to note about Real Estate Securities performance evaluation
Checking the ongoing alerts about Real Estate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Real Estate Securities 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 99.28% of its assets under management (AUM) in equities |
- Analyzing Real Estate'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 Real Estate's stock is overvalued or undervalued compared to its peers.
- Examining Real Estate'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 Real Estate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Real Estate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Real Estate's mutual fund. These opinions can provide insight into Real Estate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Real Mutual Fund
Real Estate financial ratios help investors to determine whether Real 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 Real with respect to the benefits of owning Real Estate security.
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