Emerald Insights Fund Manager Performance Evaluation
| EFCIX Fund | USD 28.66 0.16 0.56% |
The fund shows a Beta (market volatility) of 0.64, which means possible diversification benefits within a given portfolio. As returns on the market increase, Emerald Insights' returns are expected to increase less than the market. However, during the bear market, the loss of holding Emerald Insights is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Emerald Insights Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Emerald Insights showed solid returns over the last few months and may actually be approaching a breakup point.
...moreEmerald |
Emerald Insights Relative Risk vs. Return Landscape
If you would invest 2,531 in Emerald Insights Fund on November 25, 2025 and sell it today you would earn a total of 335.00 from holding Emerald Insights Fund or generate 13.24% return on investment over 90 days. Emerald Insights Fund is currently producing 0.2191% returns and takes up 1.5528% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Emerald, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Emerald Insights Current Valuation
Undervalued
Today
Please note that Emerald Insights' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Emerald Insights shows a prevailing Real Value of $30.58 per share. The current price of the fund is $28.66. We determine the value of Emerald Insights from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we 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 Emerald Insights is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Emerald Mutual Fund. However, Emerald Insights' 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 28.66 | Real 30.58 | Hype 28.66 | Naive 30.22 |
The intrinsic value of Emerald Insights' 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 Emerald Insights' 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 Emerald Insights Fund helps investors to forecast how Emerald 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 Emerald Insights more accurately as focusing exclusively on Emerald Insights' fundamentals will not take into account other important factors: Emerald Insights Target Price Odds to finish over Current Price
The tendency of Emerald 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 |
| 28.66 | 90 days | 28.66 | about 9.04 |
Based on a normal probability distribution, the odds of Emerald Insights to move above the current price in 90 days from now is about 9.04 (This Emerald Insights Fund probability density function shows the probability of Emerald Mutual Fund to fall within a particular range of prices over 90 days) .
Emerald Insights Price Density |
| Price |
Predictive Modules for Emerald Insights
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Emerald Insights. 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.Emerald Insights Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Emerald Insights is not an exception. The market had few large corrections towards the Emerald Insights' 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 Emerald Insights Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Emerald Insights within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | 0.64 | |
σ | Overall volatility | 1.36 | |
Ir | Information ratio | 0.10 |
Emerald Insights 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 Emerald Insights for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Emerald Insights 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 retains 97.51% of its assets under management (AUM) in equities |
Emerald Insights Fundamentals Growth
Emerald Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Emerald Insights, and Emerald Insights 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 Emerald Mutual Fund performance.
| Price To Earning | 23.60 X | ||||
| Price To Book | 3.92 X | ||||
| Price To Sales | 2.21 X | ||||
| Total Asset | 18.56 M | ||||
About Emerald Insights Performance
Evaluating Emerald Insights' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Emerald Insights 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 Emerald Insights 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 conditions, the fund typically invests in equity securities of U.S. and foreign companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. The fund will invest primarily in mid and small-size companies.Things to note about Emerald Insights performance evaluation
Checking the ongoing alerts about Emerald Insights for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Emerald Insights help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 97.51% of its assets under management (AUM) in equities |
- Analyzing Emerald Insights' 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 Emerald Insights' stock is overvalued or undervalued compared to its peers.
- Examining Emerald Insights' 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 Emerald Insights' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Emerald Insights' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Emerald Insights' mutual fund. These opinions can provide insight into Emerald Insights' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Emerald Mutual Fund
Emerald Insights financial ratios help investors to determine whether Emerald 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 Emerald with respect to the benefits of owning Emerald Insights security.
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