William Blair Emerging Fund Manager Performance Evaluation
| BIEMX Fund | USD 12.88 0.02 0.16% |
The entity maintains a market beta of 0.35, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, William Blair's returns are expected to increase less than the market. However, during the bear market, the loss of holding William Blair is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days William Blair Emerging has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, William Blair is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9400 |
William |
William Blair Relative Risk vs. Return Landscape
If you would invest 1,313 in William Blair Emerging on August 30, 2024 and sell it today you would lose (25.00) from holding William Blair Emerging or give up 1.9% of portfolio value over 90 days. William Blair Emerging is currently producing negative expected returns and takes up 0.7772% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than William, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
William Blair Current Valuation
Fairly Valued
Today
Please note that William Blair's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. William Blair Emerging maintains a prevalent Real Value of $12.97 per share. The last-minute price of the fund is $12.88. We determine the value of William Blair Emerging from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since William Blair is currently traded on the exchange, buyers and sellers on that exchange determine the market value of William Mutual Fund. However, William Blair'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 12.88 | Real 12.97 | Hype 12.9 | Naive 12.76 |
The intrinsic value of William Blair'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 William Blair'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 William Blair Emerging helps investors to forecast how William 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 William Blair more accurately as focusing exclusively on William Blair's fundamentals will not take into account other important factors: William Blair Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for William Blair's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as William Blair Emerging, and traders can use it to determine the average amount a William Blair'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 = -0.0354
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| Negative Returns | BIEMX |
Estimated Market Risk
| 0.78 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 | 0 Most of other assets perform better |
Based on monthly moving average William Blair 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 William Blair by adding William Blair to a well-diversified portfolio.
William Blair Fundamentals Growth
William Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of William Blair, and William Blair 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 William Mutual Fund performance.
| Price To Earning | 18.06 X | |||
| Price To Book | 2.66 X | |||
| Price To Sales | 2.13 X | |||
| Total Asset | 639.04 M | |||
About William Blair Performance
Evaluating William Blair's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if William Blair 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 William Blair 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 normally invests at least 80 percent of its net assets in emerging markets securities. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments , issued by emerging market companies of all sizes, that the adviser believes have above-average growth, profitability and quality characteristics.Things to note about William Blair Emerging performance evaluation
Checking the ongoing alerts about William Blair for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for William Blair Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| William Blair generated a negative expected return over the last 90 days | |
| The fund generated three year return of -7.0% | |
| William Blair Emerging holds 97.93% of its assets under management (AUM) in equities |
- Analyzing William Blair'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 William Blair's stock is overvalued or undervalued compared to its peers.
- Examining William Blair'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 William Blair's management team can have a significant impact on its success or failure. Reviewing the track record and experience of William Blair's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of William Blair's mutual fund. These opinions can provide insight into William Blair's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in William Mutual Fund
William Blair financial ratios help investors to determine whether William 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 William with respect to the benefits of owning William Blair security.
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