Sp 500 Pure Fund Manager Performance Evaluation
The entity owns a Beta (Systematic Risk) of 1.16, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Sp 500 will likely underperform.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Sp 500 Pure are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Sp 500 showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 19th of August 2022 | |
| Expense Ratio | 1.5500 |
RYAWX |
Sp 500 Relative Risk vs. Return Landscape
If you would invest 9,236 in Sp 500 Pure on August 25, 2024 and sell it today you would earn a total of 1,271 from holding Sp 500 Pure or generate 13.76% return on investment over 90 days. Sp 500 Pure is currently producing 0.2079% returns and takes up 1.1269% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than RYAWX, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sp 500 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sp 500's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sp 500 Pure, and traders can use it to determine the average amount a Sp 500'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 = 0.1845
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | RYAWX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Sp 500 is performing at about 14% 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 Sp 500 by adding it to a well-diversified portfolio.
Sp 500 Fundamentals Growth
RYAWX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sp 500, and Sp 500 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 RYAWX Mutual Fund performance.
| Price To Earning | 23.43 X | ||||
| Price To Book | 4.02 X | ||||
| Price To Sales | 1.94 X | ||||
| Total Asset | 23.51 M | ||||
Things to note about Sp 500 Pure performance evaluation
Checking the ongoing alerts about Sp 500 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sp 500 Pure help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sp 500 Pure is not yet fully synchronised with the market data | |
| Sp 500 Pure has some characteristics of a very speculative penny stock | |
| The fund generated three year return of -2.0% | |
| Sp 500 Pure maintains 99.47% of its assets in stocks |
- Analyzing Sp 500'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 Sp 500's stock is overvalued or undervalued compared to its peers.
- Examining Sp 500'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 Sp 500's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sp 500's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sp 500's mutual fund. These opinions can provide insight into Sp 500's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Tools for RYAWX Mutual Fund
When running Sp 500's price analysis, check to measure Sp 500's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sp 500 is operating at the current time. Most of Sp 500's value examination focuses on studying past and present price action to predict the probability of Sp 500's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sp 500's price. Additionally, you may evaluate how the addition of Sp 500 to your portfolios can decrease your overall portfolio volatility.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |