Evolutionary Tree Innovators Fund Manager Performance Evaluation
| INVNX Fund | USD 19.61 0.01 0.05% |
The fund shows a Beta (market volatility) of 0.84, which means possible diversification benefits within a given portfolio. As returns on the market increase, Evolutionary Tree's returns are expected to increase less than the market. However, during the bear market, the loss of holding Evolutionary Tree is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Evolutionary Tree Innovators has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Evolutionary |
Evolutionary Tree Relative Risk vs. Return Landscape
If you would invest 2,140 in Evolutionary Tree Innovators on November 24, 2025 and sell it today you would lose (179.00) from holding Evolutionary Tree Innovators or give up 8.36% of portfolio value over 90 days. Evolutionary Tree Innovators is currently producing negative expected returns and takes up 1.0966% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Evolutionary, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Evolutionary Tree Current Valuation
Fairly Valued
Today
Please note that Evolutionary Tree's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Evolutionary Tree shows a prevailing Real Value of $19.92 per share. The current price of the fund is $19.61. We determine the value of Evolutionary Tree 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 Evolutionary Tree is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Evolutionary Mutual Fund. However, Evolutionary Tree'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 19.61 | Real 19.92 | Hype 19.55 | Naive 20.12 |
The intrinsic value of Evolutionary Tree'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 Evolutionary Tree'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 Evolutionary Tree Innovators helps investors to forecast how Evolutionary 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 Evolutionary Tree more accurately as focusing exclusively on Evolutionary Tree's fundamentals will not take into account other important factors: Evolutionary Tree Target Price Odds to finish over Current Price
The tendency of Evolutionary 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 |
| 19.61 | 90 days | 19.61 | about 98.0 |
Based on a normal probability distribution, the odds of Evolutionary Tree to move above the current price in 90 days from now is about 98.0 (This Evolutionary Tree Innovators probability density function shows the probability of Evolutionary Mutual Fund to fall within a particular range of prices over 90 days) .
Evolutionary Tree Price Density |
| Price |
Predictive Modules for Evolutionary Tree
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Evolutionary Tree. 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.Evolutionary Tree Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Evolutionary Tree is not an exception. The market had few large corrections towards the Evolutionary Tree's 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 Evolutionary Tree Innovators, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Evolutionary Tree within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.21 | |
β | Beta against Dow Jones | 0.84 | |
σ | Overall volatility | 0.88 | |
Ir | Information ratio | -0.2 |
Evolutionary Tree 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 Evolutionary Tree for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Evolutionary Tree can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Evolutionary Tree generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Cathie Woods ARK Funds Buy the AMD Stock Drop - Barrons | |
| The fund retains about 6.79% of its assets under management (AUM) in cash |
Evolutionary Tree Fundamentals Growth
Evolutionary Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Evolutionary Tree, and Evolutionary Tree 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 Evolutionary Mutual Fund performance.
| Total Asset | 20.9 M | ||||
About Evolutionary Tree Performance
Evaluating Evolutionary Tree's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Evolutionary Tree 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 Evolutionary Tree 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 achieve its investment objective by investing principally in 25-35 growth-oriented equity securities, including domestic securities and foreign securities trading as American Depository Receipts . The Adviser selects leading innovative businesses that benefit from various types of innovation, including new products, new services, and innovative business models, for inclusion in the funds portfolio. It is non-diversified.Things to note about Evolutionary Tree performance evaluation
Checking the ongoing alerts about Evolutionary Tree for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Evolutionary Tree help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Evolutionary Tree generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Cathie Woods ARK Funds Buy the AMD Stock Drop - Barrons | |
| The fund retains about 6.79% of its assets under management (AUM) in cash |
- Analyzing Evolutionary Tree'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 Evolutionary Tree's stock is overvalued or undervalued compared to its peers.
- Examining Evolutionary Tree'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 Evolutionary Tree's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Evolutionary Tree's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Evolutionary Tree's mutual fund. These opinions can provide insight into Evolutionary Tree's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Evolutionary Mutual Fund
Evolutionary Tree financial ratios help investors to determine whether Evolutionary 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 Evolutionary with respect to the benefits of owning Evolutionary Tree security.
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