The Eafe Fund Manager Performance Evaluation
| BGEKX Fund | USD 14.01 0.03 0.21% |
The fund shows a Beta (market volatility) of 0.53, which means possible diversification benefits within a given portfolio. As returns on the market increase, Eafe Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Eafe Fund 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 The Eafe Fund are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Eafe Fund may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.5800 |
Eafe |
Eafe Fund Relative Risk vs. Return Landscape
If you would invest 1,318 in The Eafe Fund on August 31, 2024 and sell it today you would earn a total of 83.00 from holding The Eafe Fund or generate 6.3% return on investment over 90 days. The Eafe Fund is currently producing 0.1021% returns and takes up 1.0241% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Eafe, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Eafe Fund Current Valuation
Undervalued
Today
Please note that Eafe Fund's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Eafe Fund prevailing Real Value cannot be determined due to lack of data. The current price of Eafe Fund is $14.01. We determine the value of Eafe Fund from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Eafe Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eafe Mutual Fund. However, Eafe Fund'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 14.01 | Real 0.0 | Hype 0.0 | Naive 13.89 |
The intrinsic value of Eafe Fund'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 Eafe Fund'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 The Eafe Fund helps investors to forecast how Eafe 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 Eafe Fund more accurately as focusing exclusively on Eafe Fund's fundamentals will not take into account other important factors: Eafe Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eafe Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Eafe Fund, and traders can use it to determine the average amount a Eafe Fund'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 = 0.0997
| Best Portfolio | Best Equity | |||
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| Cash | BGEKX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.1 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 Eafe Fund 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 Eafe Fund by adding it to a well-diversified portfolio.
Eafe Fund Fundamentals Growth
Eafe Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Eafe Fund, and Eafe Fund 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 Eafe Mutual Fund performance.
| Total Asset | 2.62 B | ||||
About Eafe Fund Performance
Evaluating Eafe Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eafe Fund 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 Eafe Fund 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 in a diversified, international portfolio of common stocks and other equity securities of issuers located in countries of developed and emerging markets. It invests predominantly in securities issued by companies located in countries outside the U.S., including a range of developed and emerging market countries. The fund may, however, invest up to 10 percent of its net assets in common stocks and other equities of companies located in the U.S.Things to note about Eafe Fund performance evaluation
Checking the ongoing alerts about Eafe Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eafe Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -8.0% | |
| Eafe Fund holds all of its assets under management (AUM) in equities |
- Analyzing Eafe Fund'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 Eafe Fund's stock is overvalued or undervalued compared to its peers.
- Examining Eafe Fund'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 Eafe Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eafe Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Eafe Fund's mutual fund. These opinions can provide insight into Eafe Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Eafe Mutual Fund
Eafe Fund financial ratios help investors to determine whether Eafe 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 Eafe with respect to the benefits of owning Eafe Fund security.
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