Brandes Global Equity Fund Manager Performance Evaluation
| BGEAX Fund | USD 31.91 0.03 0.09% |
The fund shows a Beta (market volatility) of 0.68, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Brandes Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Brandes Global is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Brandes Global Equity are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Brandes Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.2500 |
Brandes |
Brandes Global Relative Risk vs. Return Landscape
If you would invest 3,140 in Brandes Global Equity on August 30, 2024 and sell it today you would earn a total of 51.00 from holding Brandes Global Equity or generate 1.62% return on investment over 90 days. Brandes Global Equity is currently producing 0.0281% returns and takes up 0.721% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Brandes, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Brandes Global Current Valuation
Fairly Valued
Today
Please note that Brandes Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Brandes Global Equity shows a prevailing Real Value of $31.76 per share. The current price of the fund is $31.91. We determine the value of Brandes Global 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 Brandes Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Brandes Mutual Fund. However, Brandes 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 31.91 | Real 31.76 | Hype 31.91 | Naive 31.58 |
The intrinsic value of Brandes 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, news, and other external factors that may influence Brandes Global'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 Brandes Global Equity helps investors to forecast how Brandes 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 Brandes Global more accurately as focusing exclusively on Brandes Global's fundamentals will not take into account other important factors: Brandes Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brandes Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Brandes Global Equity, and traders can use it to determine the average amount a Brandes 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 = 0.039
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BGEAX |
Estimated Market Risk
| 0.72 actual daily | 6 94% 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 | 3 97% of assets perform better |
Based on monthly moving average Brandes Global is performing at about 3% 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 Brandes Global by adding it to a well-diversified portfolio.
Brandes Global Fundamentals Growth
Brandes Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Brandes Global, and Brandes 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 Brandes Mutual Fund performance.
| Price To Earning | 13.11 X | |||
| Price To Book | 1.02 X | |||
| Price To Sales | 0.79 X | |||
| Total Asset | 36.38 M | |||
About Brandes Global Performance
Evaluating Brandes Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Brandes 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 Brandes Global 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 invests primarily in equity securities of U.S. and foreign companies. The fund typically invests in companies with market capitalizations greater than 5 billion at the time of purchase. A foreign company is determined to be foreign on the basis of its domicile, its principal place of business, its primary stock exchange listing, andor the source of its revenues.Things to note about Brandes Global Equity performance evaluation
Checking the ongoing alerts about Brandes Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Brandes 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 98.94% of its assets under management (AUM) in equities |
- Analyzing Brandes 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 Brandes Global's stock is overvalued or undervalued compared to its peers.
- Examining Brandes 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 Brandes Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brandes Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Brandes Global's mutual fund. These opinions can provide insight into Brandes Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Brandes Mutual Fund
Brandes Global financial ratios help investors to determine whether Brandes 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 Brandes with respect to the benefits of owning Brandes Global security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |