Rmb Mendon Financial Fund Manager Performance Evaluation
| RMBLX Fund | USD 56.73 0.04 0.07% |
The fund holds a Beta of 0.13, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rmb Mendon's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rmb Mendon is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Rmb Mendon Financial are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Rmb Mendon showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.1300 |
Rmb |
Rmb Mendon Relative Risk vs. Return Landscape
If you would invest 4,899 in Rmb Mendon Financial on September 1, 2024 and sell it today you would earn a total of 774.00 from holding Rmb Mendon Financial or generate 15.8% return on investment over 90 days. Rmb Mendon Financial is currently producing 0.2493% returns and takes up 1.8496% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Rmb, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rmb Mendon Current Valuation
Overvalued
Today
Please note that Rmb Mendon's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Rmb Mendon Financial holds a recent Real Value of $49.36 per share. The prevailing price of the fund is $56.73. We determine the value of Rmb Mendon Financial 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 Mendon is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rmb Mutual Fund. However, Rmb Mendon'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 56.73 | Real 49.36 | Hype 56.73 | Naive 56.33 |
The intrinsic value of Rmb Mendon'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 Mendon'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 Mendon Financial 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 Mendon more accurately as focusing exclusively on Rmb Mendon's fundamentals will not take into account other important factors: Rmb Mendon Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rmb Mendon's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rmb Mendon Financial, and traders can use it to determine the average amount a Rmb Mendon'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 = 0.1348
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | RMBLX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.85 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Rmb Mendon is performing at about 10% 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 Mendon by adding it to a well-diversified portfolio.
Rmb Mendon Fundamentals Growth
Rmb Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rmb Mendon, and Rmb Mendon 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 | 89.18 M | ||||
About Rmb Mendon Performance
Evaluating Rmb Mendon's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rmb Mendon 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 Mendon 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 at least 80 percent of its net assets in stocks of U.S. companies that are in the financial services industry. It may invest in companies of any size, but, under normal conditions, the fund invests primarily in mid, small and micro capitalization financial services companies.Things to note about Rmb Mendon Financial performance evaluation
Checking the ongoing alerts about Rmb Mendon for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rmb Mendon Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Rmb Mendon's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rmb Mendon's mutual fund performance include:- Analyzing Rmb Mendon'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 Mendon's stock is overvalued or undervalued compared to its peers.
- Examining Rmb Mendon'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 Mendon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rmb Mendon's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rmb Mendon's mutual fund. These opinions can provide insight into Rmb Mendon's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rmb Mutual Fund
Rmb Mendon 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 Mendon security.
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