Balter Invenomic Fund Manager Performance Evaluation
| BIVIX Fund | USD 17.16 0.03 0.18% |
The fund shows a Beta (market volatility) of -0.0744, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Balter Invenomic are expected to decrease at a much lower rate. During the bear market, Balter Invenomic is likely to outperform the market.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Balter Invenomic Fund are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Balter Invenomic may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more1 | Lexaria Bioscience Price Target Decreased by 11.11 percent to 5.44 - MSN | 01/07/2026 |
| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 3.1700 |
Balter |
Balter Invenomic Relative Risk vs. Return Landscape
If you would invest 1,615 in Balter Invenomic Fund on October 28, 2025 and sell it today you would earn a total of 101.00 from holding Balter Invenomic Fund or generate 6.25% return on investment over 90 days. Balter Invenomic Fund is currently producing 0.1091% returns and takes up 1.3985% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Balter, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Balter Invenomic Current Valuation
Overvalued
Today
Please note that Balter Invenomic's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Balter Invenomic shows a prevailing Real Value of $15.73 per share. The current price of the fund is $17.16. We determine the value of Balter Invenomic 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 Balter Invenomic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Balter Mutual Fund. However, Balter Invenomic'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 17.16 | Real 15.73 | Hype 17.16 |
The intrinsic value of Balter Invenomic'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 Balter Invenomic'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 Balter Invenomic Fund helps investors to forecast how Balter 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 Balter Invenomic more accurately as focusing exclusively on Balter Invenomic's fundamentals will not take into account other important factors: Balter Invenomic Target Price Odds to finish over Current Price
The tendency of Balter Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 17.16 | 90 days | 17.16 | about 26.38 |
Based on a normal probability distribution, the odds of Balter Invenomic to move above the current price in 90 days from now is about 26.38 (This Balter Invenomic Fund probability density function shows the probability of Balter Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Balter Invenomic Fund has a beta of -0.0744 suggesting as returns on the benchmark increase, returns on holding Balter Invenomic are expected to decrease at a much lower rate. During a bear market, however, Balter Invenomic Fund is likely to outperform the market. Additionally Balter Invenomic Fund has an alpha of 0.0631, implying that it can generate a 0.0631 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Balter Invenomic Price Density |
| Price |
Predictive Modules for Balter Invenomic
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Balter Invenomic. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Balter Invenomic Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Balter Invenomic is not an exception. The market had few large corrections towards the Balter Invenomic's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Balter Invenomic Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Balter Invenomic within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | -0.07 | |
σ | Overall volatility | 0.57 | |
Ir | Information ratio | -0.0074 |
Balter Invenomic 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 Balter Invenomic for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Balter Invenomic can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Lexaria Bioscience Price Target Decreased by 11.11 percent to 5.44 - MSN | |
| The fund generated three year return of 0.0% | |
| Balter Invenomic holds about 70.47% of its assets under management (AUM) in cash |
Balter Invenomic Fundamentals Growth
Balter Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Balter Invenomic, and Balter Invenomic 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 Balter Mutual Fund performance.
| Total Asset | 584.98 M | |||
About Balter Invenomic Performance
Evaluating Balter Invenomic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Balter Invenomic 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 Balter Invenomic 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 both long and short positions in equity securities principally traded in United States markets. Under normal market conditions, the Sub-Adviser seeks to be fully invested in the long portfolio , while allowing the size of the short portfolio to fluctuate based on the market opportunity. The fund may invest in equity securities of any type and across all market capitalizations. It may invest in securities of companies operating less than three years and in initial public offerings of securities .Things to note about Balter Invenomic performance evaluation
Checking the ongoing alerts about Balter Invenomic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Balter Invenomic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Lexaria Bioscience Price Target Decreased by 11.11 percent to 5.44 - MSN | |
| The fund generated three year return of 0.0% | |
| Balter Invenomic holds about 70.47% of its assets under management (AUM) in cash |
- Analyzing Balter Invenomic'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 Balter Invenomic's stock is overvalued or undervalued compared to its peers.
- Examining Balter Invenomic'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 Balter Invenomic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Balter Invenomic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Balter Invenomic's mutual fund. These opinions can provide insight into Balter Invenomic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Balter Mutual Fund
Balter Invenomic financial ratios help investors to determine whether Balter 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 Balter with respect to the benefits of owning Balter Invenomic security.
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