Rbc Enterprise Fund Manager Performance Evaluation
| TETIX Fund | USD 19.03 0.36 1.93% |
The fund holds a Beta of 1.45, which implies 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, Rbc Enterprise will likely underperform.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Rbc Enterprise Fund are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Rbc Enterprise is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 8th of February 2023 | |
| Expense Ratio | 1.1100 |
Rbc |
Rbc Enterprise Relative Risk vs. Return Landscape
If you would invest 1,849 in Rbc Enterprise Fund on August 26, 2024 and sell it today you would earn a total of 54.00 from holding Rbc Enterprise Fund or generate 2.92% return on investment over 90 days. Rbc Enterprise Fund is currently producing 0.0528% returns and takes up 1.3229% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Rbc, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rbc Enterprise Current Valuation
Fairly Valued
Today
Please note that Rbc Enterprise's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Rbc Enterprise holds a recent Real Value of $18.85 per share. The prevailing price of the fund is $19.03. We determine the value of Rbc Enterprise 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 Rbc Enterprise is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbc Mutual Fund. However, Rbc Enterprise'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 19.03 | Real 18.85 | Hype 19.04 | Naive 18.48 |
The intrinsic value of Rbc Enterprise'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 Rbc Enterprise'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 Rbc Enterprise Fund helps investors to forecast how Rbc 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 Rbc Enterprise more accurately as focusing exclusively on Rbc Enterprise's fundamentals will not take into account other important factors: Rbc Enterprise Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc Enterprise's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbc Enterprise Fund, and traders can use it to determine the average amount a Rbc Enterprise'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 = 0.0399
| Best Portfolio | Best Equity | |||
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| Cash | TETIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Rbc Enterprise is performing at about 3% 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 Rbc Enterprise by adding it to a well-diversified portfolio.
Rbc Enterprise Fundamentals Growth
Rbc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rbc Enterprise, and Rbc Enterprise 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 Rbc Mutual Fund performance.
| Price To Earning | 19.20 X | ||||
| Price To Book | 1.79 X | ||||
| Price To Sales | 0.93 X | ||||
| Total Asset | 63.69 M | ||||
About Rbc Enterprise Performance
Evaluating Rbc Enterprise's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbc Enterprise 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 Rbc Enterprise 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 normally invests primarily in common stocks of companies whose market capitalizations at the time of the funds initial purchase are below the dollar-weighted median market capitalization of companies in the Russell 2000 Index, which are often referred to as micro-cap companies. However, it is more broadly authorized to invest in common stocks of small capitalization companies, defined for this purpose as companies whose market capitalizations at the time of initial purchase are at or below the highest capitalization represented in the Russell 2000 Index.Things to note about Rbc Enterprise performance evaluation
Checking the ongoing alerts about Rbc Enterprise for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbc Enterprise help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Rbc Enterprise's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rbc Enterprise's mutual fund performance include:- Analyzing Rbc Enterprise'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 Rbc Enterprise's stock is overvalued or undervalued compared to its peers.
- Examining Rbc Enterprise'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 Rbc Enterprise's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc Enterprise's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc Enterprise's mutual fund. These opinions can provide insight into Rbc Enterprise's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rbc Mutual Fund
Rbc Enterprise financial ratios help investors to determine whether Rbc 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 Rbc with respect to the benefits of owning Rbc Enterprise security.
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