Opportunity Fund Class Fund Manager Performance Evaluation
| RESCX Fund | USD 9.45 0.04 0.42% |
The fund holds a Beta of 0.2, which implies not very significant fluctuations relative to the market. As returns on the market increase, Opportunity Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Opportunity Fund is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Opportunity Fund Class are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Opportunity Fund may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.9000 |
OPPORTUNITY |
Opportunity Fund Relative Risk vs. Return Landscape
If you would invest 840.00 in Opportunity Fund Class on September 5, 2024 and sell it today you would earn a total of 105.00 from holding Opportunity Fund Class or generate 12.5% return on investment over 90 days. Opportunity Fund Class is currently producing 0.1918% returns and takes up 0.9759% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than OPPORTUNITY, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Opportunity Fund Current Valuation
Fairly Valued
Today
Please note that Opportunity Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Opportunity Fund Class holds a recent Real Value of $9.32 per share. The prevailing price of the fund is $9.45. We determine the value of Opportunity Fund Class 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 Opportunity Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of OPPORTUNITY Mutual Fund. However, Opportunity Fund'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 9.45 | Real 9.32 | Hype 9.45 | Naive 9.49 |
The intrinsic value of Opportunity Fund'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 Opportunity Fund'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 Opportunity Fund Class helps investors to forecast how OPPORTUNITY 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 Opportunity Fund more accurately as focusing exclusively on Opportunity Fund's fundamentals will not take into account other important factors: Opportunity Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Opportunity Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Opportunity Fund Class, and traders can use it to determine the average amount a Opportunity Fund'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 = 0.1965
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | RESCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Opportunity Fund is performing at about 15% 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 Opportunity Fund by adding it to a well-diversified portfolio.
Opportunity Fund Fundamentals Growth
OPPORTUNITY Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Opportunity Fund, and Opportunity Fund 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 OPPORTUNITY Mutual Fund performance.
| Price To Earning | 22.68 X | ||||
| Price To Book | 3.90 X | ||||
| Price To Sales | 1.79 X | ||||
| Total Asset | 15.03 M | ||||
About Opportunity Fund Performance
Evaluating Opportunity Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Opportunity Fund 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 Opportunity Fund 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 all of its assets in the Portfolio, which has the same investment objective as the fund. The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in U.S. equity securities of small and mid-cap companies that meet the Subadvisers fundamental and ESG criteria. Small- and mid-cap companies generally are defined as those companies with market capitalizations within the range represented in the Bloomberg US Growth Total Return Index.Things to note about Opportunity Fund Class performance evaluation
Checking the ongoing alerts about Opportunity Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Opportunity Fund Class help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Opportunity Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Opportunity Fund's mutual fund performance include:- Analyzing Opportunity Fund'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 Opportunity Fund's stock is overvalued or undervalued compared to its peers.
- Examining Opportunity Fund'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 Opportunity Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Opportunity Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Opportunity Fund's mutual fund. These opinions can provide insight into Opportunity Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in OPPORTUNITY Mutual Fund
Opportunity Fund financial ratios help investors to determine whether OPPORTUNITY 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 OPPORTUNITY with respect to the benefits of owning Opportunity Fund security.
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