Reaves Select Research Fund Manager Performance Evaluation
| RSRFX Fund | USD 11.01 0.02 0.18% |
The fund holds a Beta of 0.56, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Reaves Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Reaves Select is expected to be smaller as well.
Risk-Adjusted Performance
23 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Reaves Select Research are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Reaves Select showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 1.8400 |
Reaves |
Reaves Select Relative Risk vs. Return Landscape
If you would invest 945.00 in Reaves Select Research on September 1, 2024 and sell it today you would earn a total of 156.00 from holding Reaves Select Research or generate 16.51% return on investment over 90 days. Reaves Select Research is currently producing 0.2422% returns and takes up 0.8066% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Reaves, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Reaves Select Current Valuation
Undervalued
Today
Please note that Reaves Select's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Reaves Select Research holds a recent Real Value of $11.77 per share. The prevailing price of the fund is $11.01. We determine the value of Reaves Select Research 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 Reaves Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Reaves Mutual Fund. However, Reaves Select'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 11.01 | Real 11.77 | Hype 11.01 | Naive 11.16 |
The intrinsic value of Reaves Select'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 Reaves Select'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 Reaves Select Research helps investors to forecast how Reaves 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 Reaves Select more accurately as focusing exclusively on Reaves Select's fundamentals will not take into account other important factors: Reaves Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Reaves Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Reaves Select Research, and traders can use it to determine the average amount a Reaves Select'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 = 0.3003
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | RSRFX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 23 77% of assets perform better |
Based on monthly moving average Reaves Select is performing at about 23% 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 Reaves Select by adding it to a well-diversified portfolio.
Reaves Select Fundamentals Growth
Reaves Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Reaves Select, and Reaves Select 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 Reaves Mutual Fund performance.
| Price To Earning | 24.30 X | ||||
| Price To Book | 2.18 X | ||||
| Price To Sales | 1.69 X | ||||
| Total Asset | 61.5 M | ||||
About Reaves Select Performance
Evaluating Reaves Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Reaves Select 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 Reaves Select 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 invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of domestic and foreign public infrastructure companies. The adviser considers a company to be involved to a significant extent in the Utilities andor the Energy Industry, as applicable, if at least 50 percent of its assets, gross income or profits are committed to or derived from Utilities or Energy.Things to note about Reaves Select Research performance evaluation
Checking the ongoing alerts about Reaves Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Reaves Select Research help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Reaves Select's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Reaves Select's mutual fund performance include:- Analyzing Reaves Select'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 Reaves Select's stock is overvalued or undervalued compared to its peers.
- Examining Reaves Select'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 Reaves Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Reaves Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Reaves Select's mutual fund. These opinions can provide insight into Reaves Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Reaves Mutual Fund
Reaves Select financial ratios help investors to determine whether Reaves 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 Reaves with respect to the benefits of owning Reaves Select security.
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