Rbc Global Equity Fund Manager Performance Evaluation
| 0P00012UCU | CAD 27.71 0.03 0.11% |
The entity owns a Beta (Systematic Risk) of 0.0872, which implies not very significant fluctuations relative to the market. As returns on the market increase, RBC Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding RBC Global is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in RBC Global Equity are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, RBC Global may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Fifty Two Week Low | 14.26 | |
| Fifty Two Week High | 21.42 | |
| Annual Report Expense Ratio | 2.10% |
RBC |
RBC Global Relative Risk vs. Return Landscape
If you would invest 2,552 in RBC Global Equity on August 25, 2024 and sell it today you would earn a total of 219.00 from holding RBC Global Equity or generate 8.58% return on investment over 90 days. RBC Global Equity is generating 0.1354% of daily returns and assumes 0.71% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than RBC, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
RBC Global Current Valuation
Fairly Valued
Today
Please note that RBC Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. RBC Global Equity owns a latest Real Value of C$27.4 per share. The recent price of the fund is C$27.71. We determine the value of RBC Global Equity 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of RBC Fund. However, RBC Global'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 27.71 | Real 27.4 | Hype 27.71 | Naive 27.62 |
The real value of RBC Fund, also known as its intrinsic value, is the underlying worth of RBC Global Equity Fund, which is reflected in its stock price. It is based on RBC Global's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of RBC Global'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 Global Equity 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 Global more accurately as focusing exclusively on RBC Global's fundamentals will not take into account other important factors: RBC Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for RBC Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as RBC Global Equity, and traders can use it to determine the average amount a RBC Global'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 = 0.1906
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | 0P00012UCU | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average RBC Global is performing at about 15% 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 RBC Global by adding it to a well-diversified portfolio.
RBC Global Fundamentals Growth
RBC Fund prices reflect investors' perceptions of the future prospects and financial health of RBC Global, and RBC Global 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 | 6.26 B | |||
About RBC Global Performance
By analyzing RBC Global's fundamental ratios, stakeholders can gain valuable insights into RBC Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if RBC Global 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 Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund invests primarily in equity securities of a diversified mix of companies operating in various countries around the world across a range of sectors. RBC Global is traded on Toronto Stock Exchange in Canada.Things to note about RBC Global Equity performance evaluation
Checking the ongoing alerts about RBC Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for RBC Global Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.21% of its total net assets in equities |
- Analyzing RBC Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining RBC Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of RBC Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of RBC Global's fund. These opinions can provide insight into RBC Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in RBC Fund
RBC Global 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 Global security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets |