Blrc Sgy Mnp Fund Manager Performance Evaluation
| MDMTX Fund | USD 10.58 0.02 0.19% |
The fund shows a Beta (market volatility) of -0.0902, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Blrc Sgy are expected to decrease at a much lower rate. During the bear market, Blrc Sgy is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Blrc Sgy Mnp has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Blrc Sgy 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 | 28th of September 2022 | |
| Expense Ratio | 0.7400 |
Blrc |
Blrc Sgy Relative Risk vs. Return Landscape
If you would invest 1,065 in Blrc Sgy Mnp on August 26, 2024 and sell it today you would lose (7.00) from holding Blrc Sgy Mnp or give up 0.66% of portfolio value over 90 days. Blrc Sgy Mnp is currently producing negative expected returns and takes up 0.2642% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Blrc, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blrc Sgy Current Valuation
Overvalued
Today
Please note that Blrc Sgy's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Blrc Sgy Mnp shows a prevailing Real Value of $10.05 per share. The current price of the fund is $10.58. We determine the value of Blrc Sgy Mnp 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 Blrc Sgy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blrc Mutual Fund. However, Blrc Sgy'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 10.58 | Real 10.05 | Hype 10.58 | Naive 10.6 |
The intrinsic value of Blrc Sgy'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 Blrc Sgy'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 Blrc Sgy Mnp helps investors to forecast how Blrc 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 Blrc Sgy more accurately as focusing exclusively on Blrc Sgy's fundamentals will not take into account other important factors: Blrc Sgy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blrc Sgy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blrc Sgy Mnp, and traders can use it to determine the average amount a Blrc Sgy'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 = -0.0371
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MDMTX |
Estimated Market Risk
| 0.26 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Blrc Sgy is not performing at its full potential. However, 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 Blrc Sgy by adding Blrc Sgy to a well-diversified portfolio.
Blrc Sgy Fundamentals Growth
Blrc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blrc Sgy, and Blrc Sgy 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 Blrc Mutual Fund performance.
| Total Asset | 16.81 M | ||||
About Blrc Sgy Performance
Evaluating Blrc Sgy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blrc Sgy 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 Blrc Sgy 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 circumstances, the fund will invest at least 80 percent of its assets in municipal bonds. Municipal bonds may be obligations of a variety of issuers including governmental entities or other qualifying issuers, the payments from which, in the opinion of bond counsel to the issuer, are excludable from gross income for Federal income tax purposes. The fund seeks to maintain an average portfolio duration of zero to ten years. It may invest up to 50 percent of its net assets in non-investment grade bonds.Things to note about Blrc Sgy Mnp performance evaluation
Checking the ongoing alerts about Blrc Sgy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blrc Sgy Mnp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Blrc Sgy Mnp generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Blrc Sgy Mnp maintains about 8.73% of its assets in bonds |
- Analyzing Blrc Sgy'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 Blrc Sgy's stock is overvalued or undervalued compared to its peers.
- Examining Blrc Sgy'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 Blrc Sgy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blrc Sgy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blrc Sgy's mutual fund. These opinions can provide insight into Blrc Sgy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blrc Mutual Fund
Blrc Sgy financial ratios help investors to determine whether Blrc 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 Blrc with respect to the benefits of owning Blrc Sgy security.
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