Embark Commodity Strategy Fund Manager Performance Evaluation
| ECSQX Fund | 10.40 0.02 0.19% |
The fund shows a Beta (market volatility) of -0.051, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Embark Commodity are expected to decrease at a much lower rate. During the bear market, Embark Commodity is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Embark Commodity Strategy are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Embark Commodity 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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Embark Commodity Relative Risk vs. Return Landscape
If you would invest 998.00 in Embark Commodity Strategy on September 3, 2024 and sell it today you would earn a total of 42.00 from holding Embark Commodity Strategy or generate 4.21% return on investment over 90 days. Embark Commodity Strategy is currently producing 0.0674% returns and takes up 0.7793% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Embark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Embark Commodity Current Valuation
Fairly Valued
Today
Please note that Embark Commodity's price fluctuation is very steady at this time. Embark Commodity Strategy shows a prevailing Real Value of USD10.36 per share. The current price of the fund is USD10.4. Our model computes the value of Embark Commodity Strategy from reviewing the entity technical indicators and probability of bankruptcy. In general, investors advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Embark Commodity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Embark Mutual Fund. However, Embark Commodity'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 10.4 | Real 10.36 | Hype 10.4 | Naive 10.41 |
The intrinsic value of Embark Commodity'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 Embark Commodity'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 Embark Commodity Strategy helps investors to forecast how Embark 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 Embark Commodity more accurately as focusing exclusively on Embark Commodity's fundamentals will not take into account other important factors: Embark Commodity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Embark Commodity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Embark Commodity Strategy, and traders can use it to determine the average amount a Embark Commodity'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 = 0.0865
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| Cash | ECSQX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Embark Commodity is performing at about 6% 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 Embark Commodity by adding it to a well-diversified portfolio.
About Embark Commodity Performance
Evaluating Embark Commodity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Embark Commodity 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 Embark Commodity 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 seeks to provide exposure to commodities markets by investing in commodity-linked instruments across various commodity sectors either directly or through its investments in its Subsidiaries. Commodities are tangible assets such as agricultural products, oil or metals. The fund manager pursues its investment objective by allocating the funds assets among multiple investment managers, which are unaffiliated with Harbor Capital Advisors, Inc. The fund is non-diversified.Things to note about Embark Commodity Strategy performance evaluation
Checking the ongoing alerts about Embark Commodity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Embark Commodity Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Embark Commodity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Embark Commodity's mutual fund performance include:- Analyzing Embark Commodity'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 Embark Commodity's stock is overvalued or undervalued compared to its peers.
- Examining Embark Commodity'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 Embark Commodity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Embark Commodity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Embark Commodity's mutual fund. These opinions can provide insight into Embark Commodity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Embark Mutual Fund
Embark Commodity financial ratios help investors to determine whether Embark 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 Embark with respect to the benefits of owning Embark Commodity security.
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