Nuance Centrated Value Fund Manager Performance Evaluation
| NCVLX Fund | USD 13.58 0.13 0.97% |
The fund secures a Beta (Market Risk) of 0.59, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Nuance Concentrated's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuance Concentrated is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Nuance Centrated Value are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Nuance Concentrated 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 August 2022 | |
| Expense Ratio | 1.0400 |
Nuance |
Nuance Concentrated Relative Risk vs. Return Landscape
If you would invest 1,341 in Nuance Centrated Value on August 30, 2024 and sell it today you would earn a total of 17.00 from holding Nuance Centrated Value or generate 1.27% return on investment over 90 days. Nuance Centrated Value is currently producing 0.0232% returns and takes up 0.8458% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Nuance, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nuance Concentrated Current Valuation
Overvalued
Today
Please note that Nuance Concentrated's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Nuance Centrated Value secures a last-minute Real Value of $12.45 per share. The latest price of the fund is $13.58. We determine the value of Nuance Centrated Value from analyzing 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, mutual fund prices and their ongoing real values will merge together.
Since Nuance Concentrated is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuance Mutual Fund. However, Nuance Concentrated'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 13.58 | Real 12.45 | Hype 13.58 |
The intrinsic value of Nuance Concentrated'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 Nuance Concentrated'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 Nuance Centrated Value helps investors to forecast how Nuance 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 Nuance Concentrated more accurately as focusing exclusively on Nuance Concentrated's fundamentals will not take into account other important factors: Nuance Concentrated Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuance Concentrated's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nuance Centrated Value, and traders can use it to determine the average amount a Nuance Concentrated'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 = 0.0274
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NCVLX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Nuance Concentrated is performing at about 2% 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 Nuance Concentrated by adding it to a well-diversified portfolio.
Nuance Concentrated Fundamentals Growth
Nuance Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nuance Concentrated, and Nuance Concentrated 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 Nuance Mutual Fund performance.
| Price To Earning | 18.65 X | ||||
| Price To Book | 2.38 X | ||||
| Price To Sales | 1.70 X | ||||
| Total Asset | 259.08 M | ||||
About Nuance Concentrated Performance
Evaluating Nuance Concentrated's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nuance Concentrated 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 Nuance Concentrated 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 primarily in equity securities of companies organized in the United States that the Adviser believes are high quality, though temporarily out of favor. It typically invests in a portfolio of 15 to 35 companies of various market capitalizations and is considered an all-cap strategy. Although the fund will invest primarily in U.S. companies organized or traded in the U.S. the fund may invest up to 25 percent of its assets in non-U.S. companies that are classified as developed by MSCI Inc. . It is non-diversified.Things to note about Nuance Centrated Value performance evaluation
Checking the ongoing alerts about Nuance Concentrated for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nuance Centrated Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 18.11% of its assets in cash |
- Analyzing Nuance Concentrated'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 Nuance Concentrated's stock is overvalued or undervalued compared to its peers.
- Examining Nuance Concentrated'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 Nuance Concentrated's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuance Concentrated's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuance Concentrated's mutual fund. These opinions can provide insight into Nuance Concentrated's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuance Mutual Fund
Nuance Concentrated financial ratios help investors to determine whether Nuance 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 Nuance with respect to the benefits of owning Nuance Concentrated security.
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