Emerald Insights Fund Manager Performance Evaluation
| EFCIX Fund | USD 22.44 0.15 0.67% |
The fund shows a Beta (market volatility) of 1.08, which means a somewhat significant risk relative to the market. Emerald Insights returns are very sensitive to returns on the market. As the market goes up or down, Emerald Insights is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Emerald Insights Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Emerald Insights may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.0500 |
Emerald |
Emerald Insights Relative Risk vs. Return Landscape
If you would invest 2,055 in Emerald Insights Fund on August 29, 2024 and sell it today you would earn a total of 189.00 from holding Emerald Insights Fund or generate 9.2% return on investment over 90 days. Emerald Insights Fund is currently producing 0.1442% returns and takes up 1.1554% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Emerald, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Emerald Insights Current Valuation
Fairly Valued
Today
Please note that Emerald Insights' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Emerald Insights shows a prevailing Real Value of $22.08 per share. The current price of the fund is $22.44. 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 22.44 | Real 22.08 | Hype 22.44 | Naive 22.33 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Emerald Insights' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Emerald Insights Fund, and traders can use it to determine the average amount a Emerald Insights' 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 = 0.1248
| Best Portfolio | Best Equity | |||
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| Cash | EFCIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Emerald Insights is performing at about 9% 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 Emerald Insights by adding it to a well-diversified portfolio.
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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