Rbc Portefeuille De Fund Manager Performance Evaluation
| 0P00007069 | CAD 39.89 0.13 0.32% |
The entity owns a Beta (Systematic Risk) of 0.17, which implies not very significant fluctuations relative to the market. As returns on the market increase, RBC Portefeuille's returns are expected to increase less than the market. However, during the bear market, the loss of holding RBC Portefeuille is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days RBC Portefeuille de has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, RBC Portefeuille is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 24.77 | |
| Fifty Two Week High | 33.28 | |
| Annual Report Expense Ratio | 2.04% |
RBC |
RBC Portefeuille Relative Risk vs. Return Landscape
If you would invest 4,071 in RBC Portefeuille de on October 24, 2024 and sell it today you would lose (82.00) from holding RBC Portefeuille de or give up 2.01% of portfolio value over 90 days. RBC Portefeuille de is generating negative expected returns and assumes 0.6571% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than RBC, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
RBC Portefeuille Current Valuation
Fairly Valued
Today
Please note that RBC Portefeuille's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. RBC Portefeuille owns a latest Real Value of C$40.07 per share. The recent price of the fund is C$39.89. We determine the value of RBC Portefeuille from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support taking in undervalued funds and trading overvalued funds since, in the future, fund prices and their ongoing real values will converge.
Since RBC Portefeuille is currently traded on the exchange, buyers and sellers on that exchange determine the market value of RBC Fund. However, RBC Portefeuille'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 39.89 | Real 40.07 | Hype 39.89 |
The real value of RBC Fund, also known as its intrinsic value, is the underlying worth of RBC Portefeuille Fund, which is reflected in its stock price. It is based on RBC Portefeuille's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of RBC Portefeuille'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, or news.
Estimating the potential upside or downside of RBC Portefeuille de helps investors to forecast how RBC 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 Portefeuille more accurately as focusing exclusively on RBC Portefeuille's fundamentals will not take into account other important factors: RBC Portefeuille Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for RBC Portefeuille's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as RBC Portefeuille de, and traders can use it to determine the average amount a RBC Portefeuille'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 = -0.0475
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P00007069 |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.03 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 RBC Portefeuille 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 RBC Portefeuille by adding RBC Portefeuille to a well-diversified portfolio.
RBC Portefeuille Fundamentals Growth
RBC Fund prices reflect investors' perceptions of the future prospects and financial health of RBC Portefeuille, and RBC Portefeuille 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 Fund performance.
| Total Asset | 8.86 B | |||
About RBC Portefeuille Performance
By analyzing RBC Portefeuille's fundamental ratios, stakeholders can gain valuable insights into RBC Portefeuille's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if RBC Portefeuille 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 Portefeuille has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
To provide long-term capital growth by investing primarily in funds managed by RBC GAM , emphasizing equity mutual funds for higher growth potential, with some exposure to fixed-income mutual funds for diversification. RBC Select is traded on Toronto Stock Exchange in Canada.Things to note about RBC Portefeuille performance evaluation
Checking the ongoing alerts about RBC Portefeuille for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for RBC Portefeuille help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| RBC Portefeuille generated a negative expected return over the last 90 days | |
| The fund holds about 19.88% of its total net assets in fixed income securities |
- Analyzing RBC Portefeuille'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 Portefeuille's stock is overvalued or undervalued compared to its peers.
- Examining RBC Portefeuille'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 Portefeuille's management team can have a significant impact on its success or failure. Reviewing the track record and experience of RBC Portefeuille's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of RBC Portefeuille's fund. These opinions can provide insight into RBC Portefeuille's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in RBC Fund
RBC Portefeuille financial ratios help investors to determine whether RBC 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 Portefeuille security.
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