Rondure New World Fund Manager Performance Evaluation
| RNWIX Fund | USD 11.10 0.00 0.00% |
The fund holds a Beta of 0.0836, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rondure New's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rondure New is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Rondure New World are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Rondure New 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 | 31st of August 2022 | |
| Expense Ratio | 1.1000 |
Rondure |
Rondure New Relative Risk vs. Return Landscape
If you would invest 1,091 in Rondure New World on September 1, 2024 and sell it today you would earn a total of 19.00 from holding Rondure New World or generate 1.74% return on investment over 90 days. Rondure New World is currently producing 0.0299% returns and takes up 0.362% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Rondure, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rondure New Current Valuation
Overvalued
Today
Please note that Rondure New's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Rondure New World holds a recent Real Value of $10.64 per share. The prevailing price of the fund is $11.1. We determine the value of Rondure New World 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 Rondure New is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rondure Mutual Fund. However, Rondure New'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 11.1 | Real 10.64 | Hype 11.1 |
The intrinsic value of Rondure New'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 Rondure New'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 Rondure New World helps investors to forecast how Rondure 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 Rondure New more accurately as focusing exclusively on Rondure New's fundamentals will not take into account other important factors: Rondure New Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rondure New's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rondure New World, and traders can use it to determine the average amount a Rondure New'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 = 0.0826
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RNWIX |
Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Rondure New is performing at about 6% 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 Rondure New by adding it to a well-diversified portfolio.
Rondure New Fundamentals Growth
Rondure Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rondure New, and Rondure New 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 Rondure Mutual Fund performance.
| Total Asset | 201.45 M | ||||
About Rondure New Performance
Evaluating Rondure New's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rondure New 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 Rondure New 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 will, under normal market conditions, invest at least 40 percent of its assets, calculated at the time of purchase, in equity securities of issuers either organized or having headquarters in countries outside the United States, or issuers having a majority of their assets or revenues attributable to countries outside the United States. It may also invest in investment grade corporate or government debt obligations, and in foreign exchange futures contracts or currency forward contracts.Things to note about Rondure New World performance evaluation
Checking the ongoing alerts about Rondure New for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rondure New World help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -5.0% | |
| Rondure New World maintains 98.25% of its assets in stocks |
- Analyzing Rondure New'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 Rondure New's stock is overvalued or undervalued compared to its peers.
- Examining Rondure New'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 Rondure New's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rondure New's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rondure New's mutual fund. These opinions can provide insight into Rondure New's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rondure Mutual Fund
Rondure New financial ratios help investors to determine whether Rondure 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 Rondure with respect to the benefits of owning Rondure New security.
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