Bny Mellon Alcentra Manager Performance
| DCFDelisted Fund | USD 9.24 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0469, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bny Mellon's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bny Mellon is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Bny Mellon Alcentra are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly stable fundamental indicators, Bny Mellon is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders.
...more1 | BNY Alcentra Fund Warns of Missing 9.835 Target as 2024 Liquidation Approaches DCF Stock News - StockTitan | 11/12/2024 |
| Expense Ratio | 2.4400 |
Bny |
Bny Mellon Relative Risk vs. Return Landscape
If you would invest 897.00 in Bny Mellon Alcentra on August 27, 2024 and sell it today you would earn a total of 27.00 from holding Bny Mellon Alcentra or generate 3.01% return on investment over 90 days. Bny Mellon Alcentra is generating 0.0482% of daily returns assuming volatility of 0.2693% on return distribution over 90 days investment horizon. In other words, 2% of funds are less volatile than Bny, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Bny Mellon Current Valuation
Overvalued
Today
Please note that Bny Mellon's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Bny Mellon Alcentra shows a prevailing Real Value of $8.52 per share. The current price of the fund is $9.24. We determine the value of Bny Mellon Alcentra from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will blend.
The fair value of the Bny fund is determined by what a typical buyer is willing to pay for full or partial control of Bny Mellon Alcentra. Since Bny Mellon is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bny Fund. However, Bny Mellon'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 9.24 | Real 8.52 | Hype 9.24 | Naive 9.23 |
The real value of Bny Fund, also known as its intrinsic value, is the underlying worth of Bny Mellon Alcentra Fund, which is reflected in its stock price. It is based on Bny Mellon's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Bny Mellon'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, or news.
Estimating the potential upside or downside of Bny Mellon Alcentra helps investors to forecast how Bny 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 Bny Mellon more accurately as focusing exclusively on Bny Mellon's fundamentals will not take into account other important factors: Bny Mellon Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bny Mellon's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Bny Mellon Alcentra, and traders can use it to determine the average amount a Bny Mellon'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 = 0.179
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| Negative Returns | DCF |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Bny Mellon is performing at about 14% 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 Bny Mellon by adding it to a well-diversified portfolio.
Bny Mellon Fundamentals Growth
Bny Fund prices reflect investors' perceptions of the future prospects and financial health of Bny Mellon, and Bny Mellon 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 Bny Fund performance.
| Shares Outstanding | 14.98 M | |||
| Price To Earning | 30.50 X | |||
| Earnings Per Share | 0.22 X | |||
About Bny Mellon Performance
By analyzing Bny Mellon's fundamental ratios, stakeholders can gain valuable insights into Bny Mellon's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Bny Mellon 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 Bny Mellon has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Bny Mellon Alcentra performance evaluation
Checking the ongoing alerts about Bny Mellon for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Bny Mellon Alcentra help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bny Mellon Alcentra has a very high chance of going through financial distress in the upcoming years | |
| Latest headline from news.google.com: BNY Alcentra Fund Warns of Missing 9.835 Target as 2024 Liquidation Approaches DCF Stock News - StockTitan |
- Analyzing Bny Mellon'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 Bny Mellon's stock is overvalued or undervalued compared to its peers.
- Examining Bny Mellon'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 Bny Mellon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bny Mellon's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Bny Mellon's fund. These opinions can provide insight into Bny Mellon's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Bny Mellon Alcentra. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Other Consideration for investing in Bny Fund
If you are still planning to invest in Bny Mellon Alcentra check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Bny Mellon's history and understand the potential risks before investing.
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