Bts Tactical Fixed Fund Manager Performance Evaluation
| BTFAX Fund | USD 7.98 0.03 0.38% |
The fund shows a Beta (market volatility) of 0.12, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bts Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bts Tactical is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Bts Tactical Fixed are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Bts Tactical 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 | 1st of May 2023 | |
| Expense Ratio | 1.9300 |
Bts |
Bts Tactical Relative Risk vs. Return Landscape
If you would invest 785.00 in Bts Tactical Fixed on August 30, 2024 and sell it today you would earn a total of 13.00 from holding Bts Tactical Fixed or generate 1.66% return on investment over 90 days. Bts Tactical Fixed is currently producing 0.0259% returns and takes up 0.223% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Bts, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bts Tactical Current Valuation
Fairly Valued
Today
Please note that Bts Tactical's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Bts Tactical Fixed shows a prevailing Real Value of $7.96 per share. The current price of the fund is $7.98. We determine the value of Bts Tactical Fixed 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 Bts Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bts Mutual Fund. However, Bts Tactical'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 7.98 | Real 7.96 | Hype 7.98 | Naive 7.96 |
The intrinsic value of Bts Tactical'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 Bts Tactical'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 Bts Tactical Fixed helps investors to forecast how Bts 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 Bts Tactical more accurately as focusing exclusively on Bts Tactical's fundamentals will not take into account other important factors: Bts Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bts Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bts Tactical Fixed, and traders can use it to determine the average amount a Bts Tactical'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 = 0.1162
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BTFAX |
Estimated Market Risk
| 0.22 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Bts Tactical is performing at about 9% 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 Bts Tactical by adding it to a well-diversified portfolio.
Bts Tactical Fundamentals Growth
Bts Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bts Tactical, and Bts Tactical 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 Bts Mutual Fund performance.
| Total Asset | 25.34 M | ||||
About Bts Tactical Performance
Evaluating Bts Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bts Tactical 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 Bts Tactical 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 assets in fixed income securities of domestic and foreign issuers or counterparties . The Adviser seeks to achieve the funds investment objective by investing primarily in a portfolio of fixed income securities without restriction as to maturity, credit quality, type of issuer, country or currency.Things to note about Bts Tactical Fixed performance evaluation
Checking the ongoing alerts about Bts Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bts Tactical Fixed 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: Is T. Rowe Price Blue Chip Growth Fund a Strong Mutual Fund Pick Right Now - MSN | |
| Bts Tactical Fixed generated five year return of -1.0% | |
| This fund holds about 6.85% of its assets under management (AUM) in cash |
- Analyzing Bts Tactical'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 Bts Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Bts Tactical'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 Bts Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bts Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bts Tactical's mutual fund. These opinions can provide insight into Bts Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bts Mutual Fund
Bts Tactical financial ratios help investors to determine whether Bts 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 Bts with respect to the benefits of owning Bts Tactical security.
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