Northern Emerging Markets Fund Manager Performance Evaluation
| NOEMX Fund | USD 11.63 0.02 0.17% |
The fund secures a Beta (Market Risk) of 0.27, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Northern Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Northern Emerging is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Northern Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Northern Emerging 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 | 29th of July 2022 | |
| Expense Ratio | 0.1500 |
Northern |
Northern Emerging Relative Risk vs. Return Landscape
If you would invest 1,168 in Northern Emerging Markets on August 25, 2024 and sell it today you would lose (5.00) from holding Northern Emerging Markets or give up 0.43% of portfolio value over 90 days. Northern Emerging Markets is currently producing negative expected returns and takes up 0.9576% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Northern, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Northern Emerging Current Valuation
Fairly Valued
Today
Please note that Northern Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Northern Emerging Markets secures a last-minute Real Value of $11.71 per share. The latest price of the fund is $11.63. We determine the value of Northern Emerging Markets 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 Northern Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Northern Mutual Fund. However, Northern Emerging'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 11.63 | Real 11.71 | Hype 11.63 | Naive 11.32 |
The intrinsic value of Northern Emerging'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 Northern Emerging'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 Northern Emerging Markets helps investors to forecast how Northern 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 Northern Emerging more accurately as focusing exclusively on Northern Emerging's fundamentals will not take into account other important factors: Northern Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Northern Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Northern Emerging Markets, and traders can use it to determine the average amount a Northern Emerging'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 = -0.0022
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NOEMX |
Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Northern Emerging 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 Northern Emerging by adding Northern Emerging to a well-diversified portfolio.
Northern Emerging Fundamentals Growth
Northern Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Northern Emerging, and Northern Emerging 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 Northern Mutual Fund performance.
| Price To Earning | 12.79 X | ||||
| Price To Book | 1.37 X | ||||
| Price To Sales | 1.16 X | ||||
About Northern Emerging Performance
Evaluating Northern Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Northern Emerging 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 Northern Emerging 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 will invest substantially all of its net assets in equity securities, in weightings that approximate the relative composition of the securities included in the index, in ADRs, EDRs, and GDRs representing such securities, and in MSCI Emerging Markets Index futures approved by the Commodity Futures Trading Commission. The index captures large and mid-cap representation across 24 Emerging Markets countries, as determined by the index provider.Things to note about Northern Emerging Markets performance evaluation
Checking the ongoing alerts about Northern Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Northern Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Northern Emerging generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: BlackRock High Yield Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund generated three year return of -4.0% | |
| Northern Emerging Markets maintains 99.95% of its assets in stocks |
- Analyzing Northern Emerging'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 Northern Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Northern Emerging'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 Northern Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Northern Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Northern Emerging's mutual fund. These opinions can provide insight into Northern Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Northern Mutual Fund
Northern Emerging financial ratios help investors to determine whether Northern 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 Northern with respect to the benefits of owning Northern Emerging security.
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