Blackrock Total Stock Fund Manager Performance Evaluation
| BASMX Fund | USD 27.64 0.14 0.50% |
The fund shows a Beta (market volatility) of 0.39, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Blackrock Total's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Total is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Total Stock are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Blackrock Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of November 2022 | |
| Expense Ratio | 0.3300 |
Blackrock |
Blackrock Total Relative Risk vs. Return Landscape
If you would invest 2,632 in Blackrock Total Stock on November 5, 2024 and sell it today you would earn a total of 132.00 from holding Blackrock Total Stock or generate 5.02% return on investment over 90 days. Blackrock Total Stock is currently producing 0.0854% returns and takes up 0.8798% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Blackrock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blackrock Total Current Valuation
Fairly Valued
Today
Please note that Blackrock Total's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock Total Stock shows a prevailing Real Value of $27.47 per share. The current price of the fund is $27.64. We determine the value of Blackrock Total Stock from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Blackrock Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Total'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 27.64 | Real 27.47 | Hype 27.64 | Naive 27.72 |
The intrinsic value of Blackrock Total'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 Blackrock Total'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 Blackrock Total Stock helps investors to forecast how Blackrock 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 Blackrock Total more accurately as focusing exclusively on Blackrock Total's fundamentals will not take into account other important factors: Blackrock Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Total Stock, and traders can use it to determine the average amount a Blackrock Total'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 = 0.0971
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| Cash | BASMX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Blackrock Total is performing at about 7% 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 Blackrock Total by adding it to a well-diversified portfolio.
Blackrock Total Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Total, and Blackrock Total 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 Blackrock Mutual Fund performance.
| Total Asset | 193.97 M | ||||
About Blackrock Total Performance
Evaluating Blackrock Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Total 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 Blackrock Total 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.
The fund seeks to track the investment results of the Russell 3000 Index, which measures the performance of the broad U.S. equity market. The underlying index is a float-adjusted capitalization-weighted index of the largest public issuers domiciled in the United States and its territories. The fund generally invests at least 90 percent of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index.Things to note about Blackrock Total Stock performance evaluation
Checking the ongoing alerts about Blackrock Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Total Stock 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 99.7% of its assets under management (AUM) in equities |
- Analyzing Blackrock Total'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 Blackrock Total's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Total'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 Blackrock Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Total's mutual fund. These opinions can provide insight into Blackrock Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Total financial ratios help investors to determine whether Blackrock 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 Blackrock with respect to the benefits of owning Blackrock Total security.
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