Natixis Sustainable Future Fund Manager Performance Evaluation
| NSFHX Fund | USD 13.25 0.01 0.08% |
The fund secures a Beta (Market Risk) of 0.64, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Natixis Sustainable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Natixis Sustainable is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Natixis Sustainable Future are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Natixis Sustainable is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5400 |
Natixis |
Natixis Sustainable Relative Risk vs. Return Landscape
If you would invest 1,246 in Natixis Sustainable Future on September 5, 2024 and sell it today you would earn a total of 79.00 from holding Natixis Sustainable Future or generate 6.34% return on investment over 90 days. Natixis Sustainable Future is currently producing 0.0975% returns and takes up 0.5395% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Natixis, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Natixis Sustainable Current Valuation
Fairly Valued
Today
Please note that Natixis Sustainable's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Natixis Sustainable secures a last-minute Real Value of $13.14 per share. The latest price of the fund is $13.25. We determine the value of Natixis Sustainable from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend 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 Natixis Sustainable is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Natixis Mutual Fund. However, Natixis Sustainable'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 13.25 | Real 13.14 | Hype 13.25 | Naive 13.31 |
The intrinsic value of Natixis Sustainable'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 Natixis Sustainable'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 Natixis Sustainable Future helps investors to forecast how Natixis 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 Natixis Sustainable more accurately as focusing exclusively on Natixis Sustainable's fundamentals will not take into account other important factors: Natixis Sustainable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Natixis Sustainable's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Natixis Sustainable Future, and traders can use it to determine the average amount a Natixis Sustainable'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 = 0.1808
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | NSFHX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Natixis Sustainable is performing at about 14% 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 Natixis Sustainable by adding it to a well-diversified portfolio.
Natixis Sustainable Fundamentals Growth
Natixis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Natixis Sustainable, and Natixis Sustainable 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 Natixis Mutual Fund performance.
| Total Asset | 12.11 M | ||||
About Natixis Sustainable Performance
Evaluating Natixis Sustainable's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Natixis Sustainable 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 Natixis Sustainable 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 advisor employs an asset allocation strategy designed for investors planning to retire within a few years of the target year designated in the funds name. The fund allocates its assets among investments segments and underlying funds managed by the adviser or affiliated advisers and subadvisers that invest directly in securities. Its asset allocation will become more conservative over time by reducing its equity exposure and increasing its fixed-income exposure in accordance with a glide path until approximately 10 years following its target year.Things to note about Natixis Sustainable performance evaluation
Checking the ongoing alerts about Natixis Sustainable for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Natixis Sustainable help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 6.91% of its assets in cash |
- Analyzing Natixis Sustainable'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 Natixis Sustainable's stock is overvalued or undervalued compared to its peers.
- Examining Natixis Sustainable'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 Natixis Sustainable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Natixis Sustainable's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Natixis Sustainable's mutual fund. These opinions can provide insight into Natixis Sustainable's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Natixis Mutual Fund
Natixis Sustainable financial ratios help investors to determine whether Natixis 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 Natixis with respect to the benefits of owning Natixis Sustainable security.
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