International Investors Gold Fund Manager Performance Evaluation
| INIIX Fund | USD 16.59 0.01 0.06% |
The fund retains a Market Volatility (i.e., Beta) of 0.25, which attests to not very significant fluctuations relative to the market. As returns on the market increase, International Investors' returns are expected to increase less than the market. However, during the bear market, the loss of holding International Investors is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in International Investors Gold are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, International Investors is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0000 |
International |
International Investors Relative Risk vs. Return Landscape
If you would invest 1,648 in International Investors Gold on August 29, 2024 and sell it today you would earn a total of 11.00 from holding International Investors Gold or generate 0.67% return on investment over 90 days. International Investors Gold is currently producing 0.0265% returns and takes up 1.8105% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than International, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
International Investors Current Valuation
Overvalued
Today
Please note that International Investors' price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. International Investors retains a regular Real Value of $15.4 per share. The prevalent price of the fund is $16.59. We determine the value of International Investors from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since International Investors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of International Mutual Fund. However, International Investors' 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 16.59 | Real 15.4 | Hype 16.59 | Naive 17.85 |
The intrinsic value of International Investors' 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 International Investors' 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 International Investors Gold helps investors to forecast how International 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 International Investors more accurately as focusing exclusively on International Investors' fundamentals will not take into account other important factors: International Investors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for International Investors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as International Investors Gold, and traders can use it to determine the average amount a International Investors' 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 = 0.0147
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | INIIX |
Estimated Market Risk
| 1.81 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average International Investors is performing at about 1% 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 International Investors by adding it to a well-diversified portfolio.
International Investors Fundamentals Growth
International Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of International Investors, and International Investors 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 International Mutual Fund performance.
| Price To Earning | 19.71 X | |||
| Price To Book | 1.28 X | |||
| Price To Sales | 2.66 X | |||
| Total Asset | 611.32 M | |||
About International Investors Performance
Evaluating International Investors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if International Investors 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 International Investors 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 normally invests at least 80 percent of its net assets in securities of companies principally engaged in gold-related activities, instruments that derive their value from gold, gold coins and bullion. A company principally engaged in gold-related activities is one that derives at least 50 percent of its revenues from gold-related activities, including the exploration, mining or processing of or dealing in gold. It concentrates its investments in the gold-mining industry and therefore invests 25 percent or more of its total assets in such industry. The fund is non-diversified.Things to note about International Investors performance evaluation
Checking the ongoing alerts about International Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for International Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated-1.0 ten year return of -1.0% | |
| International Investors retains 99.68% of its assets under management (AUM) in equities |
- Analyzing International Investors' 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 International Investors' stock is overvalued or undervalued compared to its peers.
- Examining International Investors' 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 International Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of International Investors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of International Investors' mutual fund. These opinions can provide insight into International Investors' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in International Mutual Fund
International Investors financial ratios help investors to determine whether International 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 International with respect to the benefits of owning International Investors security.
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