Europac International Bond Fund Manager Performance Evaluation
| EPBIX Fund | USD 8.61 0.08 0.23% |
The fund shows a Beta (market volatility) of 0.0168, which means not very significant fluctuations relative to the market. As returns on the market increase, Europac International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Europac International is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Europac International Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Europac International 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 March 2023 | |
| Expense Ratio | 0.9100 |
Europac |
Europac International Relative Risk vs. Return Landscape
If you would invest 883.00 in Europac International Bond on August 29, 2024 and sell it today you would lose (21.00) from holding Europac International Bond or give up 2.38% of portfolio value over 90 days. Europac International Bond is currently producing negative expected returns and takes up 0.2892% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Europac, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Europac International Current Valuation
Overvalued
Today
Please note that Europac International's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Europac International shows a prevailing Real Value of $7.8 per share. The current price of the fund is $8.62. We determine the value of Europac International 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 Europac International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Europac Mutual Fund. However, Europac International'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 8.62 | Real 7.8 | Hype 8.62 | Naive 8.58 |
The intrinsic value of Europac International'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 Europac International'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 Europac International Bond helps investors to forecast how Europac 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 Europac International more accurately as focusing exclusively on Europac International's fundamentals will not take into account other important factors: Europac International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Europac International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Europac International Bond, and traders can use it to determine the average amount a Europac International'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 = -0.1286
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EPBIX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Europac International is not performing at its full potential. However, 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 Europac International by adding Europac International to a well-diversified portfolio.
Europac International Fundamentals Growth
Europac Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Europac International, and Europac International 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 Europac Mutual Fund performance.
| Total Asset | 12.58 M | |||
About Europac International Performance
Evaluating Europac International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Europac International 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 Europac International 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 investment seeks current income and capital appreciation. Europac International is traded on NASDAQ Exchange in the United States.Things to note about Europac International performance evaluation
Checking the ongoing alerts about Europac International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Europac International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Europac International generated a negative expected return over the last 90 days | |
| The fund retains about 8.83% of its assets under management (AUM) in cash |
- Analyzing Europac International'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 Europac International's stock is overvalued or undervalued compared to its peers.
- Examining Europac International'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 Europac International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Europac International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Europac International's mutual fund. These opinions can provide insight into Europac International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Europac Mutual Fund
Europac International financial ratios help investors to determine whether Europac 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 Europac with respect to the benefits of owning Europac International security.
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