Standpoint Multi Asset Fund Manager Performance Evaluation
| BLNDX Fund | USD 15.30 0.01 0.07% |
The entity has a beta of 0.54, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Standpoint Multi's returns are expected to increase less than the market. However, during the bear market, the loss of holding Standpoint Multi is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Standpoint Multi Asset has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Standpoint Multi is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.2600 |
Standpoint |
Standpoint Multi Relative Risk vs. Return Landscape
If you would invest 1,542 in Standpoint Multi Asset on August 29, 2024 and sell it today you would lose (12.00) from holding Standpoint Multi Asset or give up 0.78% of portfolio value over 90 days. Standpoint Multi Asset is currently producing negative expected returns and takes up 0.6775% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Standpoint, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Standpoint Multi Current Valuation
Fairly Valued
Today
Please note that Standpoint Multi's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Standpoint Multi Asset has a current Real Value of $15.28 per share. The regular price of the fund is $15.3. We determine the value of Standpoint Multi Asset from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Standpoint Multi is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Standpoint Mutual Fund. However, Standpoint Multi'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 15.3 | Real 15.28 | Hype 15.29 | Naive 15.33 |
The intrinsic value of Standpoint Multi'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 Standpoint Multi'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 Standpoint Multi Asset helps investors to forecast how Standpoint 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 Standpoint Multi more accurately as focusing exclusively on Standpoint Multi's fundamentals will not take into account other important factors: Standpoint Multi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Standpoint Multi's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Standpoint Multi Asset, and traders can use it to determine the average amount a Standpoint Multi'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 = -0.0147
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BLNDX |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Standpoint Multi 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 Standpoint Multi by adding Standpoint Multi to a well-diversified portfolio.
Standpoint Multi Fundamentals Growth
Standpoint Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Standpoint Multi, and Standpoint Multi 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 Standpoint Mutual Fund performance.
| Total Asset | 648.4 M | |||
About Standpoint Multi Performance
Evaluating Standpoint Multi's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Standpoint Multi 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 Standpoint Multi 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 Adviser pursues these returns by allocating the funds assets using an All-Weather strategy. All Weather Strategy The All-Weather strategy is an asset allocation methodology that diversifies across geographic regions, asset classes, and investment styles. The strategy holds long positions in equity ETFs such that exposures resemble those of a global market-cap weighted index of developed markets.Things to note about Standpoint Multi Asset performance evaluation
Checking the ongoing alerts about Standpoint Multi for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Standpoint Multi Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Standpoint Multi generated a negative expected return over the last 90 days | |
| The fund holds about 50.85% of its assets under management (AUM) in cash |
- Analyzing Standpoint Multi'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 Standpoint Multi's stock is overvalued or undervalued compared to its peers.
- Examining Standpoint Multi'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 Standpoint Multi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Standpoint Multi's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Standpoint Multi's mutual fund. These opinions can provide insight into Standpoint Multi's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Standpoint Mutual Fund
Standpoint Multi financial ratios help investors to determine whether Standpoint 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 Standpoint with respect to the benefits of owning Standpoint Multi security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |