Rbc Impact Bond Fund Manager Performance Evaluation
| RIBIX Fund | USD 8.67 0.04 0.46% |
The fund holds a Beta of -0.0609, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Rbc Impact are expected to decrease at a much lower rate. During the bear market, Rbc Impact is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Rbc Impact Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Rbc Impact is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 8th of February 2023 | |
| Expense Ratio | 0.4600 |
Rbc |
Rbc Impact Relative Risk vs. Return Landscape
If you would invest 872.00 in Rbc Impact Bond on September 2, 2024 and sell it today you would lose (5.00) from holding Rbc Impact Bond or give up 0.57% of portfolio value over 90 days. Rbc Impact Bond is currently producing negative expected returns and takes up 0.309% 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 Impact Current Valuation
Overvalued
Today
Please note that Rbc Impact's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Rbc Impact Bond holds a recent Real Value of $8.37 per share. The prevailing price of the fund is $8.67. We determine the value of Rbc Impact Bond 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 Impact is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbc Mutual Fund. However, Rbc Impact'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 8.67 | Real 8.37 | Hype 8.67 | Naive 8.7 |
The intrinsic value of Rbc Impact'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 Impact'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 Impact Bond 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 Impact more accurately as focusing exclusively on Rbc Impact's fundamentals will not take into account other important factors: Rbc Impact Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc Impact's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbc Impact Bond, and traders can use it to determine the average amount a Rbc Impact'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 = -0.0276
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RIBIX |
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
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Rbc Impact 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 Impact by adding Rbc Impact to a well-diversified portfolio.
Rbc Impact Fundamentals Growth
Rbc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rbc Impact, and Rbc Impact 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 | 109.55 M | ||||
About Rbc Impact Performance
Evaluating Rbc Impact's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbc Impact 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 Impact 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 will invest at least 80 percent of its assets in fixed income securities meeting the funds impact criteria, as determined by the advisors impact methodology. The fixed income securities in which the fund may invest include, but are not limited to, bonds, municipal securities, mortgage-related, mortgage-backed and asset-backed securities, and obligations of U.S. governments and their agencies. The fund may invest in securities with fixed, floating or variable rates of interest.Things to note about Rbc Impact Bond performance evaluation
Checking the ongoing alerts about Rbc Impact for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbc Impact Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rbc Impact Bond generated a negative expected return over the last 90 days | |
| Rbc Impact Bond generated five year return of 0.0% | |
| This fund maintains about 15.58% of its assets in cash |
- Analyzing Rbc Impact'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 Impact's stock is overvalued or undervalued compared to its peers.
- Examining Rbc Impact'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 Impact's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc Impact's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc Impact's mutual fund. These opinions can provide insight into Rbc Impact's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rbc Mutual Fund
Rbc Impact 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 Impact security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |