Rwc Global Emerging Fund Manager Performance Evaluation
| RWCEX Fund | USD 11.19 0.01 0.09% |
The fund holds a Beta of -0.0774, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Rwc Global are expected to decrease at a much lower rate. During the bear market, Rwc Global is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Rwc Global Emerging are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Rwc Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3000 |
Rwc |
Rwc Global Relative Risk vs. Return Landscape
If you would invest 1,075 in Rwc Global Emerging on September 14, 2024 and sell it today you would earn a total of 44.00 from holding Rwc Global Emerging or generate 4.09% return on investment over 90 days. Rwc Global Emerging is currently producing 0.0731% returns and takes up 1.3773% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Rwc, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rwc Global Current Valuation
Overvalued
Today
Please note that Rwc Global's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Rwc Global Emerging holds a recent Real Value of $10.39 per share. The prevailing price of the fund is $11.19. We determine the value of Rwc Global Emerging 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 Rwc Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rwc Mutual Fund. However, Rwc Global'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 11.19 | Real 10.39 | Hype 11.19 |
The intrinsic value of Rwc Global'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 Rwc Global'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 Rwc Global Emerging helps investors to forecast how Rwc 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 Rwc Global more accurately as focusing exclusively on Rwc Global's fundamentals will not take into account other important factors: Rwc Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rwc Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rwc Global Emerging, and traders can use it to determine the average amount a Rwc Global'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 = 0.0531
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | RWCEX | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.38 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Rwc Global is performing at about 4% 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 Rwc Global by adding it to a well-diversified portfolio.
Rwc Global Fundamentals Growth
Rwc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rwc Global, and Rwc Global 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 Rwc Mutual Fund performance.
| Total Asset | 199.53 M | ||||
About Rwc Global Performance
Evaluating Rwc Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rwc Global 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 Rwc Global 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 invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies, and in other instruments, principally derivatives and shares of investment companies , that have economic characteristics similar to such securities. It invests in at least three emerging or frontier market countries. The fund may also invest in out-of-the-money convertible securities and may invest in securities of companies with any market capitalization.Things to note about Rwc Global Emerging performance evaluation
Checking the ongoing alerts about Rwc Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rwc Global Emerging 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 -6.0% | |
| Rwc Global Emerging maintains 98.16% of its assets in stocks |
- Analyzing Rwc Global'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 Rwc Global's stock is overvalued or undervalued compared to its peers.
- Examining Rwc Global'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 Rwc Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rwc Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rwc Global's mutual fund. These opinions can provide insight into Rwc Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rwc Mutual Fund
Rwc Global financial ratios help investors to determine whether Rwc 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 Rwc with respect to the benefits of owning Rwc Global security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges |