Bbh Partner Fund Manager Performance Evaluation
| BBHLX Fund | USD 17.13 0.11 0.65% |
The fund shows a Beta (market volatility) of 0.0306, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bbh Partner's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bbh Partner is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Bbh Partner Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Bbh Partner 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 | 0.6400 |
Bbh |
Bbh Partner Relative Risk vs. Return Landscape
If you would invest 1,750 in Bbh Partner Fund on August 30, 2024 and sell it today you would lose (37.00) from holding Bbh Partner Fund or give up 2.11% of portfolio value over 90 days. Bbh Partner Fund is currently producing negative expected returns and takes up 0.8505% volatility of returns over 90 trading days. Put another way, 7% 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 Partner Current Valuation
Fairly Valued
Today
Please note that Bbh Partner's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Bbh Partner Fund shows a prevailing Real Value of $17.09 per share. The current price of the fund is $17.13. We determine the value of Bbh Partner Fund 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 Partner is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bbh Mutual Fund. However, Bbh Partner'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 17.13 | Real 17.09 | Hype 17.13 | Naive 16.93 |
The intrinsic value of Bbh Partner'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 Partner'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 Partner Fund 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 Partner more accurately as focusing exclusively on Bbh Partner's fundamentals will not take into account other important factors: Bbh Partner Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bbh Partner's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bbh Partner Fund, and traders can use it to determine the average amount a Bbh Partner'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 = -0.0357
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BBHLX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bbh Partner 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 Bbh Partner by adding Bbh Partner to a well-diversified portfolio.
Bbh Partner Fundamentals Growth
Bbh Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bbh Partner, and Bbh Partner 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.
| Price To Earning | 17.41 X | |||
| Price To Book | 1.98 X | |||
| Price To Sales | 1.24 X | |||
About Bbh Partner Performance
Evaluating Bbh Partner's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bbh Partner 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 Partner 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.
Under normal circumstances at least 80 percent of the net assets of the fund, plus any borrowings for investment purposes, are invested in equity securities of companies in multiple developed and emerging markets of the world, excluding the United States. The fund will primarily invest in equity securities of companies with large market capitalizations.Things to note about Bbh Partner Fund performance evaluation
Checking the ongoing alerts about Bbh Partner for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bbh Partner Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bbh Partner Fund generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Bbh Partner Fund holds 95.38% of its assets under management (AUM) in equities |
- Analyzing Bbh Partner'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 Partner's stock is overvalued or undervalued compared to its peers.
- Examining Bbh Partner'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 Partner's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bbh Partner's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bbh Partner's mutual fund. These opinions can provide insight into Bbh Partner's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bbh Mutual Fund
Bbh Partner 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 Partner security.
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