Polar Capital Emerging Fund Manager Performance Evaluation
| POLCX Fund | 11.48 0.17 1.50% |
The fund holds a Beta of 0.12, which implies not very significant fluctuations relative to the market. As returns on the market increase, Polar Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Polar Capital is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Polar Capital Emerging has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Polar Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...morePolar |
Polar Capital Relative Risk vs. Return Landscape
If you would invest 1,204 in Polar Capital Emerging on August 30, 2024 and sell it today you would lose (56.00) from holding Polar Capital Emerging or give up 4.65% of portfolio value over 90 days. Polar Capital Emerging is currently producing negative expected returns and takes up 0.9953% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Polar, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Polar Capital Current Valuation
Fairly Valued
Today
Please note that Polar Capital's price fluctuation is very steady at this time. Polar Capital Emerging holds a recent Real Value of USD11.51 per share. The prevailing price of the fund is USD11.48. Our model determines the value of Polar Capital Emerging from analyzing the fund technical indicators and probability of bankruptcy. In general, investors support 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 Polar Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polar Mutual Fund. However, Polar Capital'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 11.48 | Real 11.51 | Hype 11.48 |
The intrinsic value of Polar Capital'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 Polar Capital'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 Polar Capital Emerging helps investors to forecast how Polar 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 Polar Capital more accurately as focusing exclusively on Polar Capital's fundamentals will not take into account other important factors: Polar Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polar Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Polar Capital Emerging, and traders can use it to determine the average amount a Polar Capital'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 = -0.071
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| Negative Returns | POLCX |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Polar Capital 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 Polar Capital by adding Polar Capital to a well-diversified portfolio.
About Polar Capital Performance
Evaluating Polar Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polar Capital 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 Polar Capital 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 market conditions, the fund invests at least 80 percent of its net assets for investment purposes in equity securities and other equity-related investments of issuers located in Emerging Markets countries, excluding China. The fund may invest in global, American and European depository receipts for the purpose of gaining exposure to underlying equity securities. The fund is non-diversified.Things to note about Polar Capital Emerging performance evaluation
Checking the ongoing alerts about Polar Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polar Capital Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Polar Capital generated a negative expected return over the last 90 days |
- Analyzing Polar Capital'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 Polar Capital's stock is overvalued or undervalued compared to its peers.
- Examining Polar Capital'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 Polar Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polar Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Polar Capital's mutual fund. These opinions can provide insight into Polar Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Polar Mutual Fund
Polar Capital financial ratios help investors to determine whether Polar 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 Polar with respect to the benefits of owning Polar Capital security.
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