Undiscovered Managers Behavioral Fund Manager Performance Evaluation
The entity has a beta of -0.0191, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Undiscovered Managers are expected to decrease at a much lower rate. During the bear market, Undiscovered Managers is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Undiscovered Managers Behavioral are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Undiscovered Managers is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreUndiscovered |
Undiscovered Managers Relative Risk vs. Return Landscape
If you would invest 7,768 in Undiscovered Managers Behavioral on October 14, 2025 and sell it today you would earn a total of 412.00 from holding Undiscovered Managers Behavioral or generate 5.3% return on investment over 90 days. Undiscovered Managers Behavioral is currently producing 0.0872% returns and takes up 1.0239% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Undiscovered, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Undiscovered Managers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Undiscovered Managers' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Undiscovered Managers Behavioral, and traders can use it to determine the average amount a Undiscovered Managers' 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 = 0.0852
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Based on monthly moving average Undiscovered Managers is performing at about 6% 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 Undiscovered Managers by adding it to a well-diversified portfolio.
Undiscovered Managers Fundamentals Growth
Undiscovered Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Undiscovered Managers, and Undiscovered Managers 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 Undiscovered Mutual Fund performance.
| Price To Earning | 18.47 X | ||||
| Price To Book | 1.70 X | ||||
| Price To Sales | 1.09 X | ||||
| Total Asset | 6.53 B | ||||
Things to note about Undiscovered Managers performance evaluation
Checking the ongoing alerts about Undiscovered Managers for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Undiscovered Managers help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Undiscovered Managers is not yet fully synchronised with the market data | |
| Undiscovered Managers has some characteristics of a very speculative penny stock | |
| The fund keeps about 9.24% of its net assets in cash |
- Analyzing Undiscovered Managers' 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 Undiscovered Managers' stock is overvalued or undervalued compared to its peers.
- Examining Undiscovered Managers' 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 Undiscovered Managers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Undiscovered Managers' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Undiscovered Managers' mutual fund. These opinions can provide insight into Undiscovered Managers' potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map 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 census. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Other Tools for Undiscovered Mutual Fund
When running Undiscovered Managers' price analysis, check to measure Undiscovered Managers' 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 Undiscovered Managers is operating at the current time. Most of Undiscovered Managers' value examination focuses on studying past and present price action to predict the probability of Undiscovered Managers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Undiscovered Managers' price. Additionally, you may evaluate how the addition of Undiscovered Managers to your portfolios can decrease your overall portfolio volatility.
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