Blackrock Technology Opportunities Fund Manager Performance Evaluation
BTEKX Fund | USD 75.25 1.08 1.41% |
The fund shows a Beta (market volatility) of 1.07, which signifies a somewhat significant risk relative to the market. Blackrock Technology returns are very sensitive to returns on the market. As the market goes up or down, Blackrock Technology is expected to follow.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Technology Opportunities 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, Blackrock Technology may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | BlackRock Technology Opportunities Fund Q2 2024 Commentary - Seeking Alpha | 09/17/2024 |
Expense Ratio | 0.8500 |
Blackrock |
Blackrock Technology Relative Risk vs. Return Landscape
If you would invest 6,991 in Blackrock Technology Opportunities on August 30, 2024 and sell it today you would earn a total of 534.00 from holding Blackrock Technology Opportunities or generate 7.64% return on investment over 90 days. Blackrock Technology Opportunities is currently producing 0.1266% returns and takes up 1.3976% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Blackrock, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
Blackrock Technology Current Valuation
Fairly Valued
Today
Please note that Blackrock Technology's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock Technology shows a prevailing Real Value of $74.15 per share. The current price of the fund is $75.25. We determine the value of Blackrock Technology 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 Blackrock Technology is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock Technology'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 75.25 | Real 74.15 | Hype 75.23 | Naive 75.54 |
The intrinsic value of Blackrock Technology'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 Blackrock Technology'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 Blackrock Technology Opportunities helps investors to forecast how Blackrock 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 Blackrock Technology more accurately as focusing exclusively on Blackrock Technology's fundamentals will not take into account other important factors: Blackrock Technology Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Technology's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Technology Opportunities, and traders can use it to determine the average amount a Blackrock Technology'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 = 0.0906
Best Portfolio | Best Equity | |||
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Cash | Small Risk | BTEKX | High Risk | Huge Risk |
Negative Returns |
Estimated Market Risk
1.4 actual daily | 12 88% of assets are more volatile |
Expected Return
0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Blackrock Technology 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 Blackrock Technology by adding it to a well-diversified portfolio.
Blackrock Technology Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Technology, and Blackrock Technology 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 Blackrock Mutual Fund performance.
Total Asset | 4.71 B | |||
About Blackrock Technology Performance
Evaluating Blackrock Technology's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock Technology 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 Blackrock Technology 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 at least 80 percent of its net assets in equity securities issued by U.S. and non-U.S. technology companies in all market capitalization ranges, selected for their rapid and sustainable growth potential from the development, advancement and use of technology. It may invest in both developed and emerging markets. The fund invests primarily in common stock but may also invest in preferred stock and convertible securities. It may also invest in Rule 144A securities, which are privately placed securities purchased by qualified institutional buyers.Things to note about Blackrock Technology performance evaluation
Checking the ongoing alerts about Blackrock Technology for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock Technology 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 97.28% of its assets under management (AUM) in equities |
- Analyzing Blackrock Technology'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 Blackrock Technology's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Technology'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 Blackrock Technology's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Technology's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Technology's mutual fund. These opinions can provide insight into Blackrock Technology's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Technology financial ratios help investors to determine whether Blackrock 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 Blackrock with respect to the benefits of owning Blackrock Technology security.
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