The International Equity Fund Manager Performance Evaluation
The fund retains a Market Volatility (i.e., Beta) of 0.66, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, International Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding International Equity is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The International Equity are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, International Equity may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...moreInternational |
International Equity Relative Risk vs. Return Landscape
If you would invest 1,314 in The International Equity on November 15, 2025 and sell it today you would earn a total of 85.00 from holding The International Equity or generate 6.47% return on investment over 90 days. The International Equity is currently producing 0.1081% returns and takes up 0.8504% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than International, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
International Equity Current Valuation
Fairly Valued
Today
Please note that International Equity's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. The International Equity retains a regular Real Value of $13.88 per share. The prevalent price of the fund is $13.99. We determine the value of The International Equity from evaluating 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 come together.
Since International Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of International Mutual Fund. However, International Equity'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 13.99 | Real 13.88 | Hype 13.98 |
The intrinsic value of International Equity'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 International Equity'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 International Equity helps investors to forecast how International 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 International Equity more accurately as focusing exclusively on International Equity's fundamentals will not take into account other important factors: International Equity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of International Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for The International Equity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 97.08% of its assets under management (AUM) in equities |
International Equity Fundamentals Growth
International Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of International Equity, and International Equity 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 International Mutual Fund performance.
| Total Asset | 42.05 M | ||||
About International Equity Performance
Evaluating International Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if International Equity 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 International Equity 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, the fund invests at least 80 percent of its net assets in common stocks and other equity securities. International Equity is traded on NASDAQ Exchange in the United States.Things to note about The International Equity performance evaluation
Checking the ongoing alerts about International Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for The International 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 97.08% of its assets under management (AUM) in equities |
- Analyzing International Equity'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 International Equity's stock is overvalued or undervalued compared to its peers.
- Examining International Equity'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 International Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of International Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of International Equity's mutual fund. These opinions can provide insight into International Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in International Mutual Fund
International Equity financial ratios help investors to determine whether International 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 International with respect to the benefits of owning International Equity security.
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| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |