Inverse Mid Cap Strategy Fund Manager Performance Evaluation
| RYAGX Fund | USD 28.91 0.30 1.05% |
The fund retains a Market Volatility (i.e., Beta) of -0.21, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Inverse Mid-cap are expected to decrease at a much lower rate. During the bear market, Inverse Mid-cap is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Inverse Mid Cap Strategy has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Inverse Mid-cap 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 | 1st of August 2025 | |
| Expense Ratio | 1.7300 |
Inverse |
Inverse Mid-cap Relative Risk vs. Return Landscape
If you would invest 3,047 in Inverse Mid Cap Strategy on October 29, 2025 and sell it today you would lose (156.00) from holding Inverse Mid Cap Strategy or give up 5.12% of portfolio value over 90 days. Inverse Mid Cap Strategy is currently producing negative expected returns and takes up 0.9479% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Inverse, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Inverse Mid-cap Current Valuation
Overvalued
Today
Please note that Inverse Mid-cap's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Inverse Mid Cap retains a regular Real Value of $26.93 per share. The prevalent price of the fund is $28.91. We determine the value of Inverse Mid Cap from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Inverse Mid-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inverse Mutual Fund. However, Inverse Mid-cap'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 28.91 | Real 26.93 | Hype 28.91 | Naive 28.59 |
The intrinsic value of Inverse Mid-cap'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 Inverse Mid-cap'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 Inverse Mid Cap Strategy helps investors to forecast how Inverse 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 Inverse Mid-cap more accurately as focusing exclusively on Inverse Mid-cap's fundamentals will not take into account other important factors: Inverse Mid-cap Target Price Odds to finish over Current Price
The tendency of Inverse Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 28.91 | 90 days | 28.91 | over 95.91 |
Based on a normal probability distribution, the odds of Inverse Mid-cap to move above the current price in 90 days from now is over 95.91 (This Inverse Mid Cap Strategy probability density function shows the probability of Inverse Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Inverse Mid Cap Strategy has a beta of -0.21 indicating as returns on the benchmark increase, returns on holding Inverse Mid-cap are expected to decrease at a much lower rate. During a bear market, however, Inverse Mid Cap Strategy is likely to outperform the market. Additionally Inverse Mid Cap Strategy has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Inverse Mid-cap Price Density |
| Price |
Predictive Modules for Inverse Mid-cap
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Inverse Mid Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Inverse Mid-cap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Inverse Mid-cap is not an exception. The market had few large corrections towards the Inverse Mid-cap's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Inverse Mid Cap Strategy, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Inverse Mid-cap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.07 | |
β | Beta against Dow Jones | -0.21 | |
σ | Overall volatility | 0.81 | |
Ir | Information ratio | -0.16 |
Inverse Mid-cap Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Inverse Mid-cap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Inverse Mid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Inverse Mid Cap generated a negative expected return over the last 90 days | |
| This fund generated-13.0 ten year return of -13.0% | |
| Inverse Mid-cap maintains about 80.01% of its assets in cash |
Inverse Mid-cap Fundamentals Growth
Inverse Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inverse Mid-cap, and Inverse Mid-cap 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 Inverse Mutual Fund performance.
| Total Asset | 10 K | ||||
About Inverse Mid-cap Performance
Evaluating Inverse Mid-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inverse Mid-cap 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 Inverse Mid-cap 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 invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. The index is a modified capitalization-weighted index composed of 400 mid-cap stocks chosen by Standard Poors Corporation for market size, liquidity, and industry group representation. The fund is non-diversified.Things to note about Inverse Mid Cap performance evaluation
Checking the ongoing alerts about Inverse Mid-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inverse Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Inverse Mid Cap generated a negative expected return over the last 90 days | |
| This fund generated-13.0 ten year return of -13.0% | |
| Inverse Mid-cap maintains about 80.01% of its assets in cash |
- Analyzing Inverse Mid-cap'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 Inverse Mid-cap's stock is overvalued or undervalued compared to its peers.
- Examining Inverse Mid-cap'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 Inverse Mid-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inverse Mid-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inverse Mid-cap's mutual fund. These opinions can provide insight into Inverse Mid-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Inverse Mutual Fund
Inverse Mid-cap financial ratios help investors to determine whether Inverse 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 Inverse with respect to the benefits of owning Inverse Mid-cap security.
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