Mid Cap 15x Strategy Fund Manager Performance Evaluation
| RYDCX Fund | USD 119.16 0.62 0.52% |
The fund secures a Beta (Market Risk) of 1.75, which conveys 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, Mid-cap 15x will likely underperform.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Mid Cap 15x Strategy are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Mid-cap 15x 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 | 2.4700 |
Mid-cap |
Mid-cap 15x Relative Risk vs. Return Landscape
If you would invest 10,185 in Mid Cap 15x Strategy on August 31, 2024 and sell it today you would earn a total of 1,731 from holding Mid Cap 15x Strategy or generate 17.0% return on investment over 90 days. Mid Cap 15x Strategy is currently producing 0.2591% returns and takes up 1.4115% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Mid-cap, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mid-cap 15x Current Valuation
Undervalued
Today
Please note that Mid-cap 15x's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Mid Cap 15x secures a last-minute Real Value of $124.14 per share. The latest price of the fund is $119.16. We determine the value of Mid Cap 15x from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend 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 Mid-cap 15x is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mid-cap Mutual Fund. However, Mid-cap 15x'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 119.16 | Real 124.14 | Hype 119.16 | Naive 120.31 |
The intrinsic value of Mid-cap 15x'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 Mid-cap 15x'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 Mid Cap 15x Strategy helps investors to forecast how Mid-cap 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 Mid-cap 15x more accurately as focusing exclusively on Mid-cap 15x's fundamentals will not take into account other important factors: Mid-cap 15x Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mid-cap 15x's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mid Cap 15x Strategy, and traders can use it to determine the average amount a Mid-cap 15x'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 = 0.1836
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | RYDCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Mid-cap 15x 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 Mid-cap 15x by adding it to a well-diversified portfolio.
Mid-cap 15x Fundamentals Growth
Mid-cap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mid-cap 15x, and Mid-cap 15x 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 Mid-cap Mutual Fund performance.
| Price To Earning | 19.42 X | ||||
| Price To Book | 2.08 X | ||||
| Price To Sales | 1.16 X | ||||
| Total Asset | 140 K | ||||
About Mid-cap 15x Performance
Evaluating Mid-cap 15x's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mid-cap 15x 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 Mid-cap 15x 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 securities of companies included in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The index is a modified capitalization-weighted index composed of 400 mid-cap stocks chosen by SP for market size, liquidity, and industry group representation. The fund is non-diversified.Things to note about Mid Cap 15x performance evaluation
Checking the ongoing alerts about Mid-cap 15x for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mid Cap 15x help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 18.91% of its assets in cash |
- Analyzing Mid-cap 15x'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 Mid-cap 15x's stock is overvalued or undervalued compared to its peers.
- Examining Mid-cap 15x'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 Mid-cap 15x's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mid-cap 15x's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mid-cap 15x's mutual fund. These opinions can provide insight into Mid-cap 15x's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mid-cap Mutual Fund
Mid-cap 15x financial ratios help investors to determine whether Mid-cap 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 Mid-cap with respect to the benefits of owning Mid-cap 15x security.
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