North Square Investments Fund Manager Performance Evaluation
| NSIVX Fund | USD 11.53 0.05 0.44% |
The fund secures a Beta (Market Risk) of 0.35, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, North Square's returns are expected to increase less than the market. However, during the bear market, the loss of holding North Square is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days North Square Investments has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, North Square is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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North Square Relative Risk vs. Return Landscape
If you would invest 1,181 in North Square Investments on September 2, 2024 and sell it today you would lose (28.00) from holding North Square Investments or give up 2.37% of portfolio value over 90 days. North Square Investments is currently producing negative expected returns and takes up 0.6555% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than North, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
North Square Current Valuation
Fairly Valued
Today
Please note that North Square's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. North Square Investments secures a last-minute Real Value of $11.57 per share. The latest price of the fund is $11.53. We determine the value of North Square Investments 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 North Square is currently traded on the exchange, buyers and sellers on that exchange determine the market value of North Mutual Fund. However, North Square'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 11.53 | Real 11.57 | Hype 11.53 |
The intrinsic value of North Square'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 North Square'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 North Square Investments helps investors to forecast how North 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 North Square more accurately as focusing exclusively on North Square's fundamentals will not take into account other important factors: North Square Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for North Square's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as North Square Investments, and traders can use it to determine the average amount a North Square'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 = -0.054
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| Negative Returns | NSIVX |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average North Square 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 North Square by adding North Square to a well-diversified portfolio.
North Square Fundamentals Growth
North Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of North Square, and North Square 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 North Mutual Fund performance.
| Total Asset | 44.32 M | ||||
About North Square Performance
Evaluating North Square's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if North Square 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 North Square 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 seeks to achieve its investment objective by investing, under normal market conditions, at least 80 percent of the funds net assets in non-U.S. equity securities of companies from at least three countries other than the United States. These countries may include emerging market countries.Things to note about North Square Investments performance evaluation
Checking the ongoing alerts about North Square for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for North Square Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| North Square generated a negative expected return over the last 90 days | |
| The fund maintains 97.07% of its assets in stocks |
- Analyzing North Square'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 North Square's stock is overvalued or undervalued compared to its peers.
- Examining North Square'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 North Square's management team can have a significant impact on its success or failure. Reviewing the track record and experience of North Square's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of North Square's mutual fund. These opinions can provide insight into North Square's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in North Mutual Fund
North Square financial ratios help investors to determine whether North 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 North with respect to the benefits of owning North Square security.
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