Inverse Emerging Markets Fund Manager Performance Evaluation
| RYWZX Fund | USD 8.39 0.04 0.48% |
The fund retains a Market Volatility (i.e., Beta) of 0.0611, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Inverse Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Inverse Emerging is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Inverse Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 2.5100 |
Inverse |
Inverse Emerging Relative Risk vs. Return Landscape
If you would invest 949.00 in Inverse Emerging Markets on September 13, 2024 and sell it today you would lose (110.00) from holding Inverse Emerging Markets or give up 11.59% of portfolio value over 90 days. Inverse Emerging Markets is currently producing negative expected returns and takes up 2.7989% volatility of returns over 90 trading days. Put another way, 24% 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 Emerging Current Valuation
Overvalued
Today
Please note that Inverse Emerging's price fluctuation is somewhat reliable at this time. At this time, the entity appears to be overvalued. Inverse Emerging Markets retains a regular Real Value of $7.71 per share. The prevalent price of the fund is $8.39. We determine the value of Inverse Emerging Markets 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 Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inverse Mutual Fund. However, Inverse Emerging'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 8.39 | Real 7.71 | Hype 8.39 | Naive 7.91 |
The intrinsic value of Inverse Emerging'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 Emerging'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 Emerging Markets 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 Emerging more accurately as focusing exclusively on Inverse Emerging's fundamentals will not take into account other important factors: Inverse Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inverse Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Inverse Emerging Markets, and traders can use it to determine the average amount a Inverse Emerging'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 = -0.0547
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RYWZX |
Estimated Market Risk
| 2.8 actual daily | 24 76% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Inverse Emerging is not performing at its full potential. However, 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 Inverse Emerging by adding Inverse Emerging to a well-diversified portfolio.
Inverse Emerging Fundamentals Growth
Inverse Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inverse Emerging, and Inverse Emerging 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 | 1.23 M | ||||
About Inverse Emerging Performance
Evaluating Inverse Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inverse Emerging 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 Emerging 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 financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. The index is a capitalization weighted index comprised of the 50 largest emerging market based ADRs having a free-float market capitalization ranging from approximately 4.5 billion to 901. The fund is non-diversified.Things to note about Inverse Emerging Markets performance evaluation
Checking the ongoing alerts about Inverse Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inverse Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Inverse Emerging generated a negative expected return over the last 90 days | |
| Inverse Emerging Markets generated five year return of -25.0% | |
| This fund maintains about 101.28% of its assets in cash |
- Analyzing Inverse Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Inverse Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inverse Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inverse Emerging's mutual fund. These opinions can provide insight into Inverse Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Inverse Mutual Fund
Inverse Emerging 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 Emerging security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |