Versus Capital Multi Manager Fund Manager Performance Evaluation
| VCMIX Fund | USD 24.90 0.02 0.08% |
The entity has a beta of 0.0236, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Versus Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Versus Capital is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Versus Capital Multi Manager are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Versus Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3800 |
Versus |
Versus Capital Relative Risk vs. Return Landscape
If you would invest 2,474 in Versus Capital Multi Manager on September 3, 2024 and sell it today you would earn a total of 16.00 from holding Versus Capital Multi Manager or generate 0.65% return on investment over 90 days. Versus Capital Multi Manager is currently producing 0.0102% returns and takes up 0.1532% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Versus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Versus Capital Current Valuation
Fairly Valued
Today
Please note that Versus Capital's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Versus Capital Multi has a current Real Value of $24.63 per share. The regular price of the fund is $24.9. We determine the value of Versus Capital Multi from inspecting 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 draw towards each other.
Since Versus Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Versus Mutual Fund. However, Versus Capital'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 24.9 | Real 24.63 | Hype 24.9 | Naive 25.0 |
The intrinsic value of Versus Capital'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 Versus Capital'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 Versus Capital Multi Manager helps investors to forecast how Versus 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 Versus Capital more accurately as focusing exclusively on Versus Capital's fundamentals will not take into account other important factors: Versus Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Versus Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Versus Capital Multi Manager, and traders can use it to determine the average amount a Versus Capital'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 = 0.0665
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| Negative Returns | VCMIX |
Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Versus Capital is performing at about 5% 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 Versus Capital by adding it to a well-diversified portfolio.
Versus Capital Fundamentals Growth
Versus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Versus Capital, and Versus Capital 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 Versus Mutual Fund performance.
About Versus Capital Performance
Evaluating Versus Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Versus Capital 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 Versus Capital 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.
Versus Capital is entity of United States. It is traded as Fund on NASDAQ exchange.Things to note about Versus Capital Multi performance evaluation
Checking the ongoing alerts about Versus Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Versus Capital Multi help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% |
- Analyzing Versus Capital'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 Versus Capital's stock is overvalued or undervalued compared to its peers.
- Examining Versus Capital'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 Versus Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Versus Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Versus Capital's mutual fund. These opinions can provide insight into Versus Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Versus Mutual Fund
Versus Capital financial ratios help investors to determine whether Versus 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 Versus with respect to the benefits of owning Versus Capital security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |