Regional Bank Fund Manager Performance Evaluation
| JRGRX Fund | USD 33.88 0.68 2.05% |
The fund holds a Beta of 2.11, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Regional Bank will likely underperform.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Regional Bank Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Regional Bank showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.8400 |
Regional |
Regional Bank Relative Risk vs. Return Landscape
If you would invest 2,874 in Regional Bank Fund on August 28, 2024 and sell it today you would earn a total of 514.00 from holding Regional Bank Fund or generate 17.88% return on investment over 90 days. Regional Bank Fund is currently producing 0.2814% returns and takes up 2.0541% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Regional, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Regional Bank Current Valuation
Undervalued
Today
Please note that Regional Bank's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Regional Bank holds a recent Real Value of $34.85 per share. The prevailing price of the fund is $33.88. We determine the value of Regional Bank from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Regional Bank is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Regional Mutual Fund. However, Regional Bank'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 33.88 | Real 34.85 | Hype 33.88 | Naive 33.25 |
The intrinsic value of Regional Bank'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 Regional Bank'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 Regional Bank Fund helps investors to forecast how Regional 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 Regional Bank more accurately as focusing exclusively on Regional Bank's fundamentals will not take into account other important factors: Regional Bank Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Regional Bank's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Regional Bank Fund, and traders can use it to determine the average amount a Regional Bank'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 = 0.137
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | JRGRX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.05 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Regional Bank is performing at about 10% 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 Regional Bank by adding it to a well-diversified portfolio.
Regional Bank Fundamentals Growth
Regional Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Regional Bank, and Regional Bank 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 Regional Mutual Fund performance.
| Price To Earning | 2.08 X | ||||
| Total Asset | 1.24 B | ||||
About Regional Bank Performance
Evaluating Regional Bank's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Regional Bank 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 Regional Bank 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 equity securities of regional banks. Such regional banks may be of any size and may include, but are not limited to, commercial banks, industrial banks, savings and loan associations, and financial and bank holding companies. It may also invest in other U.S. and foreign financial services companies. The fund may invest up to 5 percent of net assets in stocks of companies outside the financial services sector and up to 5 percent of net assets in below-investment-grade bonds rated as low as CCC.Things to note about Regional Bank performance evaluation
Checking the ongoing alerts about Regional Bank for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Regional Bank 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 99.53% of its assets under management (AUM) in equities |
- Analyzing Regional Bank'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 Regional Bank's stock is overvalued or undervalued compared to its peers.
- Examining Regional Bank'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 Regional Bank's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Regional Bank's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Regional Bank's mutual fund. These opinions can provide insight into Regional Bank's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Regional Mutual Fund
Regional Bank financial ratios help investors to determine whether Regional 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 Regional with respect to the benefits of owning Regional Bank security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios |