Rbc Bluebay Core Fund Manager Performance Evaluation
| RCPAX Fund | USD 8.93 0.01 0.11% |
The fund holds a Beta of 0.05, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rbc Bluebay's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rbc Bluebay is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Rbc Bluebay Core has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Rbc Bluebay 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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Rbc Bluebay Relative Risk vs. Return Landscape
If you would invest 901.00 in Rbc Bluebay Core on August 26, 2024 and sell it today you would lose (8.00) from holding Rbc Bluebay Core or give up 0.89% of portfolio value over 90 days. Rbc Bluebay Core is currently producing negative expected returns and takes up 0.3149% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than RBC, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rbc Bluebay Current Valuation
Fairly Valued
Today
Please note that Rbc Bluebay's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Rbc Bluebay Core holds a recent Real Value of $8.95 per share. The prevailing price of the fund is $8.93. We determine the value of Rbc Bluebay Core 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 Rbc Bluebay is currently traded on the exchange, buyers and sellers on that exchange determine the market value of RBC Mutual Fund. However, Rbc Bluebay'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 8.93 | Real 8.95 | Hype 8.93 | Naive 8.92 |
The intrinsic value of Rbc Bluebay'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 Rbc Bluebay'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 Rbc Bluebay Core helps investors to forecast how RBC 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 Rbc Bluebay more accurately as focusing exclusively on Rbc Bluebay's fundamentals will not take into account other important factors: Rbc Bluebay Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc Bluebay's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbc Bluebay Core, and traders can use it to determine the average amount a Rbc Bluebay'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 = -0.042
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RCPAX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Rbc Bluebay 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 Rbc Bluebay by adding Rbc Bluebay to a well-diversified portfolio.
Rbc Bluebay Fundamentals Growth
RBC Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rbc Bluebay, and Rbc Bluebay 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 RBC Mutual Fund performance.
| Total Asset | 44.02 M | ||||
About Rbc Bluebay Performance
Evaluating Rbc Bluebay's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbc Bluebay 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 Rbc Bluebay 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 invests, under normal circumstances, at least 80 percent of its assets in fixed income securities. The fixed income securities in which the fund may invest include, but are not limited to, bonds, municipal securities, mortgage-related and asset-backed securities and obligations of U.S. and foreign governments and their agencies. The funds investment strategy is referred to as Core Plus because the advisor has the ability to add high yield securities and other securities to a core portfolio of investment grade fixed income securities that are generally representative of the Bloomberg U.S. Aggregate Bond Index.Things to note about Rbc Bluebay Core performance evaluation
Checking the ongoing alerts about Rbc Bluebay for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbc Bluebay Core help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rbc Bluebay Core generated a negative expected return over the last 90 days | |
| The fund maintains about 11.47% of its assets in cash |
- Analyzing Rbc Bluebay'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 Rbc Bluebay's stock is overvalued or undervalued compared to its peers.
- Examining Rbc Bluebay'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 Rbc Bluebay's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc Bluebay's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc Bluebay's mutual fund. These opinions can provide insight into Rbc Bluebay's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in RBC Mutual Fund
Rbc Bluebay financial ratios help investors to determine whether RBC 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 RBC with respect to the benefits of owning Rbc Bluebay security.
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