Rmb Fund I Fund Manager Performance Evaluation
| RMBGX Fund | USD 37.76 0.11 0.29% |
The fund holds a Beta of -0.04, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Rmb Fund are expected to decrease at a much lower rate. During the bear market, Rmb Fund is likely to outperform the market.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Rmb Fund I are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Rmb Fund 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 | 1st of May 2023 | |
| Expense Ratio | 0.9900 |
Rmb |
Rmb Fund Relative Risk vs. Return Landscape
If you would invest 3,636 in Rmb Fund I on August 26, 2024 and sell it today you would earn a total of 140.00 from holding Rmb Fund I or generate 3.85% return on investment over 90 days. Rmb Fund I is currently producing 0.0604% returns and takes up 0.6759% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Rmb, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rmb Fund Current Valuation
Overvalued
Today
Please note that Rmb Fund's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Rmb Fund I holds a recent Real Value of $36.29 per share. The prevailing price of the fund is $37.76. We determine the value of Rmb Fund I 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 Rmb Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rmb Mutual Fund. However, Rmb 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 37.76 | Real 36.29 | Hype 37.76 | Naive 37.23 |
The intrinsic value of Rmb 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 Rmb 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 Rmb Fund I helps investors to forecast how Rmb 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 Rmb Fund more accurately as focusing exclusively on Rmb Fund's fundamentals will not take into account other important factors: Rmb Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rmb Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rmb Fund I, and traders can use it to determine the average amount a Rmb 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 = 0.0893
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | RMBGX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Rmb Fund 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 Rmb Fund by adding it to a well-diversified portfolio.
Rmb Fund Fundamentals Growth
Rmb Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rmb Fund, and Rmb 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 Rmb Mutual Fund performance.
| Total Asset | 28.21 M | ||||
About Rmb Fund Performance
Evaluating Rmb Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rmb 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 Rmb 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 pursues its investment objective by investing in a diverse portfolio primarily consisting of common stocks of U.S. companies. It generally invests in high quality companies of all market capitalizations with a focus on businesses that have sustainable, long term competitive advantages.Things to note about Rmb Fund I performance evaluation
Checking the ongoing alerts about Rmb Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rmb Fund I help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Rmb Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rmb Fund's mutual fund performance include:- Analyzing Rmb 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 Rmb Fund's stock is overvalued or undervalued compared to its peers.
- Examining Rmb 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 Rmb Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rmb Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rmb Fund's mutual fund. These opinions can provide insight into Rmb Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rmb Mutual Fund
Rmb Fund financial ratios help investors to determine whether Rmb 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 Rmb with respect to the benefits of owning Rmb Fund security.
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