Bbh Limited Duration Fund Manager Performance Evaluation
| BBBIX Fund | USD 10.42 0.01 0.1% |
The fund shows a Beta (market volatility) of -0.0055, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Bbh Limited are expected to decrease at a much lower rate. During the bear market, Bbh Limited is likely to outperform the market.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Bbh Limited Duration are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Bbh Limited 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 February 2023 | |
| Expense Ratio | 0.2800 |
Bbh |
Bbh Limited Relative Risk vs. Return Landscape
If you would invest 1,028 in Bbh Limited Duration on August 27, 2024 and sell it today you would earn a total of 14.00 from holding Bbh Limited Duration or generate 1.36% return on investment over 90 days. Bbh Limited Duration is currently producing 0.0212% returns and takes up 0.1068% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Bbh, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bbh Limited Current Valuation
Overvalued
Today
Please note that Bbh Limited's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Bbh Limited Duration shows a prevailing Real Value of $9.58 per share. The current price of the fund is $10.42. We determine the value of Bbh Limited Duration 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 Bbh Limited is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bbh Mutual Fund. However, Bbh Limited'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 10.42 | Real 9.58 | Hype 10.42 | Naive 10.41 |
The intrinsic value of Bbh Limited'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 Bbh Limited'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 Bbh Limited Duration helps investors to forecast how Bbh 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 Bbh Limited more accurately as focusing exclusively on Bbh Limited's fundamentals will not take into account other important factors: Bbh Limited Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bbh Limited's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bbh Limited Duration, and traders can use it to determine the average amount a Bbh Limited'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 = 0.1985
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| BBBIX |
Based on monthly moving average Bbh Limited 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 Bbh Limited by adding it to a well-diversified portfolio.
Bbh Limited Fundamentals Growth
Bbh Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bbh Limited, and Bbh Limited 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 Bbh Mutual Fund performance.
| Total Asset | 6.9 B | ||||
About Bbh Limited Performance
Evaluating Bbh Limited's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bbh Limited 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 Bbh Limited 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 achieve its investment objective by investing in a well-diversified portfolio of fixed income instruments, including floating or variable rate debt instruments. The fund intends to invest only in debt instruments which are performing, durable, and available at an attractive valuation.Things to note about Bbh Limited Duration performance evaluation
Checking the ongoing alerts about Bbh Limited for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bbh Limited Duration 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 about 11.2% of its assets under management (AUM) in cash |
- Analyzing Bbh Limited'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 Bbh Limited's stock is overvalued or undervalued compared to its peers.
- Examining Bbh Limited'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 Bbh Limited's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bbh Limited's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bbh Limited's mutual fund. These opinions can provide insight into Bbh Limited's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bbh Mutual Fund
Bbh Limited financial ratios help investors to determine whether Bbh 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 Bbh with respect to the benefits of owning Bbh Limited security.
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