Growth Strategy Fund Manager Performance Evaluation
| RALUX Fund | USD 13.10 0.08 0.61% |
The fund retains a Market Volatility (i.e., Beta) of 0.57, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Growth Strategy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Growth Strategy is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Growth Strategy Fund are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Growth Strategy is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1800 |
Growth |
Growth Strategy Relative Risk vs. Return Landscape
If you would invest 1,270 in Growth Strategy Fund on August 29, 2024 and sell it today you would earn a total of 40.00 from holding Growth Strategy Fund or generate 3.15% return on investment over 90 days. Growth Strategy Fund is currently producing 0.0508% returns and takes up 0.5565% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Growth, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Growth Strategy Current Valuation
Fairly Valued
Today
Please note that Growth Strategy's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Growth Strategy retains a regular Real Value of $13.02 per share. The prevalent price of the fund is $13.1. We determine the value of Growth Strategy from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Growth Strategy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Growth Mutual Fund. However, Growth Strategy'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 13.1 | Real 13.02 | Hype 13.1 |
The intrinsic value of Growth Strategy'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 Growth Strategy'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 Growth Strategy Fund helps investors to forecast how Growth 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 Growth Strategy more accurately as focusing exclusively on Growth Strategy's fundamentals will not take into account other important factors: Growth Strategy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Growth Strategy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Growth Strategy Fund, and traders can use it to determine the average amount a Growth Strategy'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 = 0.0912
| Best Portfolio | Best Equity | |||
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| Cash | RALUX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Growth Strategy is performing at about 7% 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 Growth Strategy by adding it to a well-diversified portfolio.
Growth Strategy Fundamentals Growth
Growth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Growth Strategy, and Growth Strategy 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 Growth Mutual Fund performance.
| Total Asset | 862.37 M | ||||
About Growth Strategy Performance
Evaluating Growth Strategy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Growth Strategy 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 Growth Strategy 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 is a fund of funds, which seeks to achieve its objective by investing in a combination of several other Russell Investment Company Funds. The funds investment adviser intends the funds strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments.Things to note about Growth Strategy performance evaluation
Checking the ongoing alerts about Growth Strategy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Growth Strategy 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 7.1% of its assets in cash |
- Analyzing Growth Strategy'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 Growth Strategy's stock is overvalued or undervalued compared to its peers.
- Examining Growth Strategy'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 Growth Strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Growth Strategy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Growth Strategy's mutual fund. These opinions can provide insight into Growth Strategy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Growth Mutual Fund
Growth Strategy financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Strategy security.
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