Bts Managed Income Fund Manager Performance Evaluation
| BTSIX Fund | USD 9.78 0.02 0.20% |
The fund shows a Beta (market volatility) of 0.2, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bts Managed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bts Managed is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Bts Managed Income are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Bts Managed 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 | 1.8200 |
Bts |
Bts Managed Relative Risk vs. Return Landscape
If you would invest 955.00 in Bts Managed Income on August 27, 2024 and sell it today you would earn a total of 23.00 from holding Bts Managed Income or generate 2.41% return on investment over 90 days. Bts Managed Income is currently producing 0.0374% returns and takes up 0.1886% 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 Managed Current Valuation
Overvalued
Today
Please note that Bts Managed's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Bts Managed Income shows a prevailing Real Value of $8.97 per share. The current price of the fund is $9.78. We determine the value of Bts Managed Income 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 Managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bts Mutual Fund. However, Bts Managed'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 9.78 | Real 8.97 | Hype 9.78 | Naive 9.75 |
The intrinsic value of Bts Managed'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 Managed'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 Managed Income 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 Managed more accurately as focusing exclusively on Bts Managed's fundamentals will not take into account other important factors: Bts Managed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bts Managed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bts Managed Income, and traders can use it to determine the average amount a Bts Managed'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 = 0.1981
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BTSIX |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Bts Managed is performing at about 15% 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 Managed by adding it to a well-diversified portfolio.
Bts Managed Fundamentals Growth
Bts Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bts Managed, and Bts Managed 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 | 18.27 M | ||||
About Bts Managed Performance
Evaluating Bts Managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bts Managed 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 Managed 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 a portfolio of income-producing securities, including bonds issued by the U.S. government, its agencies and instrumentalities foreign and domestic debt securities foreign and domestic equity securities of any market capitalization that pay dividends underlying funds. The Adviser expects that up to 100 percent of the funds assets may be invested in underlying funds.Things to note about Bts Managed Income performance evaluation
Checking the ongoing alerts about Bts Managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bts Managed Income 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 three year return of 0.0% | |
| Bts Managed Income holds about 84.85% of its assets under management (AUM) in fixed income securities |
- Analyzing Bts Managed'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 Managed's stock is overvalued or undervalued compared to its peers.
- Examining Bts Managed'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 Managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bts Managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bts Managed's mutual fund. These opinions can provide insight into Bts Managed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bts Mutual Fund
Bts Managed 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 Managed security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
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| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |