International Small Cap Fund Manager Performance Evaluation
| IRCZX Fund | USD 14.66 0.14 0.96% |
The fund retains a Market Volatility (i.e., Beta) of 0.96, which attests to possible diversification benefits within a given portfolio. International Small returns are very sensitive to returns on the market. As the market goes up or down, International Small is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in International Small Cap are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, International Small showed solid returns over the last few months and may actually be approaching a breakup point.
...moreInternational |
International Small Relative Risk vs. Return Landscape
If you would invest 1,154 in International Small Cap on October 28, 2025 and sell it today you would earn a total of 312.00 from holding International Small Cap or generate 27.04% return on investment over 90 days. International Small Cap is currently producing 0.4136% returns and takes up 2.1388% volatility of returns over 90 trading days. Put another way, 19% of traded mutual funds are less volatile than International, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
International Small Current Valuation
Undervalued
Today
Please note that International Small's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. International Small Cap retains a regular Real Value of $15.45 per share. The prevalent price of the fund is $14.66. We determine the value of International Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of International Mutual Fund. However, International Small'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 14.66 | Real 15.45 | Hype 14.66 | Naive 15.14 |
The intrinsic value of International Small'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 International Small'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 International Small Cap 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 Small more accurately as focusing exclusively on International Small's fundamentals will not take into account other important factors: International Small Target Price Odds to finish over Current Price
The tendency of International 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 |
| 14.66 | 90 days | 14.66 | nearly 4.47 |
Based on a normal probability distribution, the odds of International Small to move above the current price in 90 days from now is nearly 4.47 (This International Small Cap probability density function shows the probability of International Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon International Small has a beta of 0.96. This usually indicates International Small Cap market returns are sensitive to returns on the market. As the market goes up or down, International Small is expected to follow. Additionally International Small Cap has an alpha of 0.3309, implying that it can generate a 0.33 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). International Small Price Density |
| Price |
Predictive Modules for International Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as International Small Cap. 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.International Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. International Small is not an exception. The market had few large corrections towards the International Small'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 International Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of International Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.33 | |
β | Beta against Dow Jones | 0.96 | |
σ | Overall volatility | 1.26 | |
Ir | Information ratio | 0.16 |
International Small 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 International Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for International Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 99.44% of its assets under management (AUM) in equities |
International Small Fundamentals Growth
International Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of International Small, and International Small 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.
| Total Asset | 1.54 B | |||
About International Small Performance
Evaluating International Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if International Small 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 Small 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 Portfolio invests, under normal circumstances, at least 80 percent of its net assets in equity securities of small-capitalization companies or other securities or instruments with similar economic characteristics, including derivatives related to equity securities. The Manager invests the assets of the Portfolio primarily in a diversified portfolio of equity securities of small-capitalization companies located outside of the United States. At least 65 percent of the Portfolios net assets are invested in companies located outside of the United States.Things to note about International Small Cap performance evaluation
Checking the ongoing alerts about International Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for International Small Cap 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 99.44% of its assets under management (AUM) in equities |
- Analyzing International Small'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 International Small's stock is overvalued or undervalued compared to its peers.
- Examining International Small'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 International Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of International Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of International Small's mutual fund. These opinions can provide insight into International Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in International Mutual Fund
International Small 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 Small security.
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