Riverparkwedgewood Fund Institutional Fund Manager Performance Evaluation
| RWGIX Fund | USD 6.14 0.02 0.33% |
The fund holds a Beta of 0.8, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Riverpark/wedgewood's returns are expected to increase less than the market. However, during the bear market, the loss of holding Riverpark/wedgewood is expected to be smaller as well.
Risk-Adjusted Performance
21 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Riverparkwedgewood Fund Institutional are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Riverpark/wedgewood may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 26th of January 2023 | |
| Expense Ratio | 1.0000 |
Riverpark/wedgewood |
Riverpark/wedgewood Relative Risk vs. Return Landscape
If you would invest 544.00 in Riverparkwedgewood Fund Institutional on September 3, 2024 and sell it today you would earn a total of 70.00 from holding Riverparkwedgewood Fund Institutional or generate 12.87% return on investment over 90 days. Riverparkwedgewood Fund Institutional is currently producing 0.1918% returns and takes up 0.7074% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Riverpark/wedgewood, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Riverpark/wedgewood Current Valuation
Undervalued
Today
Please note that Riverpark/wedgewood's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Riverpark/wedgewood holds a recent Real Value of $6.42 per share. The prevailing price of the fund is $6.14. We determine the value of Riverpark/wedgewood 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 Riverpark/wedgewood is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Riverpark/wedgewood Mutual Fund. However, Riverpark/wedgewood'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 6.14 | Real 6.42 | Hype 6.14 | Naive 6.14 |
The intrinsic value of Riverpark/wedgewood'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 Riverpark/wedgewood'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 Riverparkwedgewood Fund Institutional helps investors to forecast how Riverpark/wedgewood 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 Riverpark/wedgewood more accurately as focusing exclusively on Riverpark/wedgewood's fundamentals will not take into account other important factors: Riverpark/wedgewood Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riverpark/wedgewood's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Riverparkwedgewood Fund Institutional, and traders can use it to determine the average amount a Riverpark/wedgewood'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 = 0.2711
| Best Portfolio | Best Equity | |||
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| Average Returns | ||||
| Small Returns | RWGIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average Riverpark/wedgewood is performing at about 21% 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 Riverpark/wedgewood by adding it to a well-diversified portfolio.
Riverpark/wedgewood Fundamentals Growth
Riverpark/wedgewood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Riverpark/wedgewood, and Riverpark/wedgewood 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 Riverpark/wedgewood Mutual Fund performance.
| Price To Earning | 21.34 X | ||||
| Price To Book | 3.44 X | ||||
| Price To Sales | 2.34 X | ||||
| Total Asset | 20.98 M | ||||
About Riverpark/wedgewood Performance
Evaluating Riverpark/wedgewood's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Riverpark/wedgewood 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 Riverpark/wedgewood 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 in equity securities of large capitalization companies that the sub-adviser believes have above-average growth prospects. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of 5 billion to be large capitalization companies. The fund is non-diversified.Things to note about Riverpark/wedgewood performance evaluation
Checking the ongoing alerts about Riverpark/wedgewood for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Riverpark/wedgewood help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Riverpark/wedgewood's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Riverpark/wedgewood's mutual fund performance include:- Analyzing Riverpark/wedgewood'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 Riverpark/wedgewood's stock is overvalued or undervalued compared to its peers.
- Examining Riverpark/wedgewood'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 Riverpark/wedgewood's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riverpark/wedgewood's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Riverpark/wedgewood's mutual fund. These opinions can provide insight into Riverpark/wedgewood's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riverpark/wedgewood Mutual Fund
Riverpark/wedgewood financial ratios help investors to determine whether Riverpark/wedgewood 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 Riverpark/wedgewood with respect to the benefits of owning Riverpark/wedgewood security.
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