Evolutionary Tree Innovators Fund Manager Performance Evaluation
| INVNX Fund | USD 22.26 0.05 0.23% |
The fund shows a Beta (market volatility) of 1.03, which means a somewhat significant risk relative to the market. Evolutionary Tree returns are very sensitive to returns on the market. As the market goes up or down, Evolutionary Tree is expected to follow.
Risk-Adjusted Performance
20 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Evolutionary Tree Innovators are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Evolutionary Tree showed solid returns over the last few months and may actually be approaching a breakup point.
...moreEvolutionary |
Evolutionary Tree Relative Risk vs. Return Landscape
If you would invest 1,874 in Evolutionary Tree Innovators on September 2, 2024 and sell it today you would earn a total of 352.00 from holding Evolutionary Tree Innovators or generate 18.78% return on investment over 90 days. Evolutionary Tree Innovators is currently producing 0.2748% returns and takes up 1.0521% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Evolutionary, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Evolutionary Tree Current Valuation
Undervalued
Today
Please note that Evolutionary Tree's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Evolutionary Tree shows a prevailing Real Value of $23.6 per share. The current price of the fund is $22.26. 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 22.26 | Real 23.6 | Hype 22.26 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Evolutionary Tree's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Evolutionary Tree Innovators, and traders can use it to determine the average amount a Evolutionary Tree'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 = 0.2612
| Best Portfolio | Best Equity | |||
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| Small Returns | INVNX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Evolutionary Tree is performing at about 20% 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 Evolutionary Tree by adding it to a well-diversified portfolio.
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.| 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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