Us Real Estate Fund Manager Performance Evaluation
| MSUSX Fund | USD 10.26 0.00 0.00% |
The entity owns a Beta (Systematic Risk) of -0.0894, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Us Real are expected to decrease at a much lower rate. During the bear market, Us Real is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Us Real Estate are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Us Real 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 April 2023 | |
| Expense Ratio | 0.7000 |
MSUSX |
Us Real Relative Risk vs. Return Landscape
If you would invest 982.00 in Us Real Estate on August 28, 2024 and sell it today you would earn a total of 44.00 from holding Us Real Estate or generate 4.48% return on investment over 90 days. Us Real Estate is currently producing 0.0804% returns and takes up 0.6476% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than MSUSX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us Real Current Valuation
Overvalued
Today
Please note that Us Real's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Us Real Estate owns a latest Real Value of $9.68 per share. The recent price of the fund is $10.26. We determine the value of Us Real Estate from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will merge together.
Since Us Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of MSUSX Mutual Fund. However, Us Real'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 10.26 | Real 9.68 | Hype 10.26 |
The intrinsic value of Us Real'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 Us Real'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 Us Real Estate helps investors to forecast how MSUSX 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 Us Real more accurately as focusing exclusively on Us Real's fundamentals will not take into account other important factors: Us Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Us Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Us Real Estate, and traders can use it to determine the average amount a Us Real'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 = 0.1241
| Best Portfolio | Best Equity | |||
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| Cash | MSUSX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Us Real is performing at about 9% 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 Us Real by adding it to a well-diversified portfolio.
Us Real Fundamentals Growth
MSUSX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Real, and Us Real 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 MSUSX Mutual Fund performance.
| Price To Earning | 24.62 X | ||||
| Price To Book | 2.81 X | ||||
| Price To Sales | 7.02 X | ||||
| Total Asset | 20.38 M | ||||
About Us Real Performance
Evaluating Us Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us Real 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 Us Real 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 Adviser seeks a combination of above-average current income and long-term capital appreciation by investing primarily in equity securities of companies in the U.S. real estate industry, including REITs. The fund focuses on REITs as well as real estate operating companies that invest in a variety of property types and regions. Under normal circumstances, at least 80 percent of the funds assets will be invested in equity securities of companies in the U.S. real estate industry. The fund is non-diversified.Things to note about Us Real Estate performance evaluation
Checking the ongoing alerts about Us Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Us Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Us Real Estate is not yet fully synchronised with the market data | |
| The fund maintains 97.45% of its assets in stocks |
- Analyzing Us Real'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 Us Real's stock is overvalued or undervalued compared to its peers.
- Examining Us Real'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 Us Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us Real's mutual fund. These opinions can provide insight into Us Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in MSUSX Mutual Fund
Us Real financial ratios help investors to determine whether MSUSX 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 MSUSX with respect to the benefits of owning Us Real security.
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