Rbc Select Balanced Fund Manager Performance Evaluation
| 0P0000706A | CAD 34.29 0.14 0.41% |
The entity owns a Beta (Systematic Risk) of 0.0755, which implies not very significant fluctuations relative to the market. As returns on the market increase, RBC Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding RBC Select is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days RBC Select Balanced has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, RBC Select 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 | 23.31 | |
| Fifty Two Week High | 30.26 | |
| Annual Report Expense Ratio | 1.95% |
RBC |
RBC Select Relative Risk vs. Return Landscape
If you would invest 3,442 in RBC Select Balanced on November 2, 2024 and sell it today you would lose (13.00) from holding RBC Select Balanced or give up 0.38% of portfolio value over 90 days. RBC Select Balanced is generating negative expected returns and assumes 0.6091% 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 Select Current Valuation
Fairly Valued
Today
Please note that RBC Select's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. RBC Select Balanced owns a latest Real Value of C$34.35 per share. The recent price of the fund is C$34.29. We determine the value of RBC Select Balanced 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 Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of RBC Fund. However, RBC Select'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 34.29 | Real 34.35 | Hype 34.29 | Naive 34.78 |
The real value of RBC Fund, also known as its intrinsic value, is the underlying worth of RBC Select Balanced Fund, which is reflected in its stock price. It is based on RBC Select's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of RBC Select'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 Select Balanced 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 Select more accurately as focusing exclusively on RBC Select's fundamentals will not take into account other important factors: RBC Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for RBC Select's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as RBC Select Balanced, and traders can use it to determine the average amount a RBC Select'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 = -0.0073
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0000706A |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average RBC Select 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 Select by adding RBC Select to a well-diversified portfolio.
RBC Select Fundamentals Growth
RBC Fund prices reflect investors' perceptions of the future prospects and financial health of RBC Select, and RBC Select 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 | 30.68 B | |||
About RBC Select Performance
By analyzing RBC Select's fundamental ratios, stakeholders can gain valuable insights into RBC Select's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if RBC Select 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 Select 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, with a secondary focus on modest income, by investing primarily in funds managed by RBC GAM, investing in equity mutual funds for higher growth potential and fixed-income mutual funds for diversification and the potential to generate income. RBC Select is traded on Toronto Stock Exchange in Canada.Things to note about RBC Select Balanced performance evaluation
Checking the ongoing alerts about RBC Select for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for RBC Select Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| RBC Select Balanced generated a negative expected return over the last 90 days | |
| The fund holds about 33.88% of its total net assets in fixed income securities |
- Analyzing RBC Select'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 Select's stock is overvalued or undervalued compared to its peers.
- Examining RBC Select'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 Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of RBC Select's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of RBC Select's fund. These opinions can provide insight into RBC Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in RBC Fund
RBC Select 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 Select security.
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