Rbc North American Fund Manager Performance Evaluation
| 0P000075U8 | 42.89 0.57 1.31% |
The fund holds a Beta of -0.0132, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Rbc North are expected to decrease at a much lower rate. During the bear market, Rbc North is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Rbc North American has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Rbc North Relative Risk vs. Return Landscape
If you would invest 4,588 in Rbc North American on November 28, 2024 and sell it today you would lose (299.00) from holding Rbc North American or give up 6.52% of portfolio value over 90 days. Rbc North American is generating negative expected returns and assumes 0.9905% volatility on return distribution over the 90 days horizon. Simply put, 8% 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 North Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc North's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Rbc North American, and traders can use it to determine the average amount a Rbc North'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 = -0.1083
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P000075U8 |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Rbc North 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 North by adding Rbc North to a well-diversified portfolio.
Things to note about Rbc North American performance evaluation
Checking the ongoing alerts about Rbc North for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Rbc North American help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rbc North American generated a negative expected return over the last 90 days |
- Analyzing Rbc North'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 North's stock is overvalued or undervalued compared to its peers.
- Examining Rbc North'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 North's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc North's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc North's fund. These opinions can provide insight into Rbc North's potential for growth and whether the stock is currently undervalued or overvalued.
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