Us Strategic Equity Fund Manager Performance Evaluation
| RSEAX Fund | USD 18.89 0.09 0.48% |
The entity owns a Beta (Systematic Risk) of 0.89, which indicates possible diversification benefits within a given portfolio. Us Strategic returns are very sensitive to returns on the market. As the market goes up or down, Us Strategic is expected to follow.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Us Strategic Equity are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Us Strategic may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.1100 |
RSEAX |
Us Strategic Relative Risk vs. Return Landscape
If you would invest 1,719 in Us Strategic Equity on September 1, 2024 and sell it today you would earn a total of 170.00 from holding Us Strategic Equity or generate 9.89% return on investment over 90 days. Us Strategic Equity is currently producing 0.1501% returns and takes up 0.734% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than RSEAX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us Strategic Current Valuation
Fairly Valued
Today
Please note that Us Strategic's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Us Strategic Equity owns a latest Real Value of $18.63 per share. The recent price of the fund is $18.89. We determine the value of Us Strategic Equity from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will merge together.
Since Us Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of RSEAX Mutual Fund. However, Us Strategic'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 18.89 | Real 18.63 | Hype 18.89 | Naive 18.91 |
The intrinsic value of Us Strategic'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 Us Strategic'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 Us Strategic Equity helps investors to forecast how RSEAX 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 Us Strategic more accurately as focusing exclusively on Us Strategic's fundamentals will not take into account other important factors: Us Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Us Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Us Strategic Equity, and traders can use it to determine the average amount a Us Strategic'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 = 0.2045
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| Cash | RSEAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 16 84% of assets perform better |
Based on monthly moving average Us Strategic is performing at about 16% 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 Us Strategic by adding it to a well-diversified portfolio.
Us Strategic Fundamentals Growth
RSEAX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Strategic, and Us Strategic 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 RSEAX Mutual Fund performance.
| Price To Earning | 17.37 X | ||||
| Price To Book | 2.20 X | ||||
| Price To Sales | 1.38 X | ||||
| Total Asset | 3.2 B | ||||
About Us Strategic Performance
Evaluating Us Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us Strategic 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 Us Strategic 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 has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. The fund invests principally in common stocks of medium and large capitalization U.S. companies. The managers define large and medium capitalization stocks as stocks of those companies represented by the Russell 1000 Index or within the capitalization range of the Russell 1000 Index.Things to note about Us Strategic Equity performance evaluation
Checking the ongoing alerts about Us Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Us Strategic Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Us Strategic's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Us Strategic's mutual fund performance include:- Analyzing Us Strategic'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 Us Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Us Strategic'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 Us Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us Strategic's mutual fund. These opinions can provide insight into Us Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in RSEAX Mutual Fund
Us Strategic financial ratios help investors to determine whether RSEAX 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 RSEAX with respect to the benefits of owning Us Strategic security.
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