Bmo In Retirement Fund Manager Performance Evaluation
| BTRIX Fund | USD 9.31 0.01 0.11% |
The fund shows a Beta (market volatility) of 0.0757, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bmo In-retirement's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bmo In-retirement is expected to be smaller as well.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Bmo In Retirement Fund are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Bmo In-retirement is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Bmo In-retirement Relative Risk vs. Return Landscape
If you would invest 925.00 in Bmo In Retirement Fund on November 1, 2025 and sell it today you would earn a total of 6.00 from holding Bmo In Retirement Fund or generate 0.65% return on investment over 90 days. Bmo In Retirement Fund is currently producing 0.011% returns and takes up 0.1912% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Bmo, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bmo In-retirement Current Valuation
Fairly Valued
Today
Please note that Bmo In-retirement's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Bmo In Retirement shows a prevailing Real Value of $9.3 per share. The current price of the fund is $9.31. We determine the value of Bmo In Retirement 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 Bmo In-retirement is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bmo Mutual Fund. However, Bmo In-retirement'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 9.31 | Real 9.3 | Hype 9.31 | Naive 9.27 |
The intrinsic value of Bmo In-retirement'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 Bmo In-retirement'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 Bmo In Retirement Fund helps investors to forecast how Bmo 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 Bmo In-retirement more accurately as focusing exclusively on Bmo In-retirement's fundamentals will not take into account other important factors: Bmo In-retirement Target Price Odds to finish over Current Price
The tendency of Bmo 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 |
| 9.31 | 90 days | 9.31 | about 12.52 |
Based on a normal probability distribution, the odds of Bmo In-retirement to move above the current price in 90 days from now is about 12.52 (This Bmo In Retirement Fund probability density function shows the probability of Bmo Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Bmo In-retirement has a beta of 0.0757 suggesting as returns on the market go up, Bmo In-retirement average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Bmo In Retirement Fund will be expected to be much smaller as well. Additionally Bmo In Retirement Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Bmo In-retirement Price Density |
| Price |
Predictive Modules for Bmo In-retirement
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Bmo In Retirement. 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.Bmo In-retirement Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Bmo In-retirement is not an exception. The market had few large corrections towards the Bmo In-retirement'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 Bmo In Retirement Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Bmo In-retirement within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0049 | |
β | Beta against Dow Jones | 0.08 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.27 |
Bmo In-retirement 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 Bmo In-retirement for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Bmo In Retirement 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 generated five year return of -1.0% | |
| Bmo In Retirement holds about 12.04% of its assets under management (AUM) in cash |
Bmo In-retirement Fundamentals Growth
Bmo Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bmo In-retirement, and Bmo In-retirement 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 Bmo Mutual Fund performance.
| Price To Earning | 17.89 X | |||
| Price To Book | 2.35 X | |||
| Price To Sales | 1.53 X | |||
About Bmo In-retirement Performance
Evaluating Bmo In-retirement's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bmo In-retirement 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 Bmo In-retirement 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.
Things to note about Bmo In Retirement performance evaluation
Checking the ongoing alerts about Bmo In-retirement for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bmo In Retirement help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of -1.0% | |
| Bmo In Retirement holds about 12.04% of its assets under management (AUM) in cash |
- Analyzing Bmo In-retirement'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 Bmo In-retirement's stock is overvalued or undervalued compared to its peers.
- Examining Bmo In-retirement'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 Bmo In-retirement's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bmo In-retirement's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bmo In-retirement's mutual fund. These opinions can provide insight into Bmo In-retirement's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bmo Mutual Fund
Bmo In-retirement financial ratios help investors to determine whether Bmo 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 Bmo with respect to the benefits of owning Bmo In-retirement security.
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