Real Estate Securities Fund Manager Performance Evaluation
| PREJX Fund | USD 29.78 0.16 0.53% |
The fund holds a Beta of 0.0608, which implies not very significant fluctuations relative to the market. As returns on the market increase, Real Estate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Real Estate is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Real Estate Securities are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking indicators, Real Estate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1500 |
Real |
Real Estate Relative Risk vs. Return Landscape
If you would invest 2,918 in Real Estate Securities on September 3, 2024 and sell it today you would earn a total of 60.00 from holding Real Estate Securities or generate 2.06% return on investment over 90 days. Real Estate Securities is currently producing 0.035% returns and takes up 0.8101% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Real, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Real Estate Current Valuation
Overvalued
Today
Please note that Real Estate's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Real Estate Securities holds a recent Real Value of $29.08 per share. The prevailing price of the fund is $29.78. We determine the value of Real Estate Securities from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we 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 Real Estate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Real Mutual Fund. However, Real Estate'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 29.78 | Real 29.08 | Hype 29.78 | Naive 30.74 |
The intrinsic value of Real Estate'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 Real Estate'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 Real Estate Securities helps investors to forecast how Real 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 Real Estate more accurately as focusing exclusively on Real Estate's fundamentals will not take into account other important factors: Real Estate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Real Estate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Real Estate Securities, and traders can use it to determine the average amount a Real Estate'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 = 0.0433
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PREJX |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Real Estate is performing at about 3% 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 Real Estate by adding it to a well-diversified portfolio.
Real Estate Fundamentals Growth
Real Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Real Estate, and Real Estate 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 Real Mutual Fund performance.
| Price To Earning | 32.23 X | ||||
| Price To Book | 2.54 X | ||||
| Price To Sales | 6.88 X | ||||
| Total Asset | 5.56 B | ||||
About Real Estate Performance
Evaluating Real Estate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Real Estate 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 Real Estate 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 circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry at the time of purchase. It invests in equity securities regardless of market capitalization . The fund concentrates its investments in securities in the real estate industry. It is non-diversified.Things to note about Real Estate Securities performance evaluation
Checking the ongoing alerts about Real Estate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Real Estate Securities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Real Estate's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Real Estate's mutual fund performance include:- Analyzing Real Estate'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 Real Estate's stock is overvalued or undervalued compared to its peers.
- Examining Real Estate'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 Real Estate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Real Estate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Real Estate's mutual fund. These opinions can provide insight into Real Estate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Real Mutual Fund
Real Estate financial ratios help investors to determine whether Real 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 Real with respect to the benefits of owning Real Estate security.
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