Boston Mon Equity Fund Manager Performance Evaluation
| BCAMX Fund | USD 75.27 0.29 0.39% |
The fund shows a Beta (market volatility) of 0.77, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Boston Common's returns are expected to increase less than the market. However, during the bear market, the loss of holding Boston Common 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 Boston Mon Equity are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Boston Common may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 1.0000 |
Boston |
Boston Common Relative Risk vs. Return Landscape
If you would invest 6,901 in Boston Mon Equity on September 1, 2024 and sell it today you would earn a total of 626.00 from holding Boston Mon Equity or generate 9.07% return on investment over 90 days. Boston Mon Equity is currently producing 0.1382% returns and takes up 0.7019% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Boston, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Boston Common Current Valuation
Fairly Valued
Today
Please note that Boston Common's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Boston Mon Equity shows a prevailing Real Value of $74.32 per share. The current price of the fund is $75.27. We determine the value of Boston Mon Equity 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 Boston Common is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Boston Mutual Fund. However, Boston Common'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 75.27 | Real 74.32 | Hype 75.27 | Naive 75.79 |
The intrinsic value of Boston Common'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 Boston Common'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 Boston Mon Equity helps investors to forecast how Boston 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 Boston Common more accurately as focusing exclusively on Boston Common's fundamentals will not take into account other important factors: Boston Common Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Boston Common's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Boston Mon Equity, and traders can use it to determine the average amount a Boston Common'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 = 0.1969
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | BCAMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.7 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
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Boston Common 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 Boston Common by adding it to a well-diversified portfolio.
Boston Common Fundamentals Growth
Boston Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Boston Common, and Boston Common 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 Boston Mutual Fund performance.
| Price To Earning | 18.26 X | ||||
| Price To Book | 3.15 X | ||||
| Price To Sales | 2.55 X | ||||
About Boston Common Performance
Evaluating Boston Common's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Boston Common 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 Boston Common 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 Adviser seeks to preserve and build capital over the long term through investing in a diversified portfolio of stocks and American Depositary Receipts of companies the adviser believe are high quality , sustainable and undervalued. The fund normally invests at least 80 percent of its net assets, plus borrowings for investment purposes, in equity securities of U.S. companies.Things to note about Boston Mon Equity performance evaluation
Checking the ongoing alerts about Boston Common for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Boston Mon 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 98.28% of its assets under management (AUM) in equities |
- Analyzing Boston Common'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 Boston Common's stock is overvalued or undervalued compared to its peers.
- Examining Boston Common'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 Boston Common's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Boston Common's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Boston Common's mutual fund. These opinions can provide insight into Boston Common's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Boston Mutual Fund
Boston Common financial ratios help investors to determine whether Boston 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 Boston with respect to the benefits of owning Boston Common security.
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