Ninepoint Balanced Fund Manager Performance Evaluation
| NBAL Fund | 22.00 0.18 0.82% |
The fund secures a Beta (Market Risk) of 0.17, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Ninepoint Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ninepoint Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ninepoint Balanced are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of very healthy basic indicators, Ninepoint Balanced is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
...moreNinepoint |
Ninepoint Balanced Relative Risk vs. Return Landscape
If you would invest 2,143 in Ninepoint Balanced on October 15, 2025 and sell it today you would earn a total of 57.00 from holding Ninepoint Balanced or generate 2.66% return on investment over 90 days. Ninepoint Balanced is generating 0.0444% of daily returns and assumes 0.5215% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than Ninepoint, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Ninepoint Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ninepoint Balanced's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Ninepoint Balanced, and traders can use it to determine the average amount a Ninepoint Balanced'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 = 0.0851
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NBAL |
Estimated Market Risk
| 0.52 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Ninepoint Balanced is performing at about 6% 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 Ninepoint Balanced by adding it to a well-diversified portfolio.
Things to note about Ninepoint Balanced performance evaluation
Checking the ongoing alerts about Ninepoint Balanced for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Ninepoint Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Ninepoint Balanced's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ninepoint Balanced's fund performance include:- Analyzing Ninepoint Balanced'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 Ninepoint Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Ninepoint Balanced'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 Ninepoint Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ninepoint Balanced's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Ninepoint Balanced's fund. These opinions can provide insight into Ninepoint Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
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