Rbb Fund Fund Manager Performance Evaluation
| OPTCX Fund | USD 9.67 0.01 0.10% |
The fund holds a Beta of 0.0295, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rbb Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rbb Fund is expected to be smaller as well.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Rbb Fund are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Rbb Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreRbb |
Rbb Fund Relative Risk vs. Return Landscape
If you would invest 941.00 in Rbb Fund on August 24, 2024 and sell it today you would earn a total of 26.00 from holding Rbb Fund or generate 2.76% return on investment over 90 days. Rbb Fund is currently producing 0.0435% returns and takes up 0.2011% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Rbb, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rbb Fund Current Valuation
Overvalued
Today
Please note that Rbb Fund's price fluctuation is very steady at this time. Rbb Fund holds a recent Real Value of $8.87 per share. The prevailing price of the fund is $9.67. Our model determines the value of Rbb Fund from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Rbb Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbb Mutual Fund. However, Rbb Fund'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 9.67 | Real 8.87 | Hype 9.67 | Naive 9.63 |
The intrinsic value of Rbb Fund'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 Rbb Fund'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 Rbb Fund helps investors to forecast how Rbb 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 Rbb Fund more accurately as focusing exclusively on Rbb Fund's fundamentals will not take into account other important factors: Rbb Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbb Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbb Fund , and traders can use it to determine the average amount a Rbb Fund'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 = 0.2162
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| Negative Returns | OPTCX |
Estimated Market Risk
| 0.2 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Rbb Fund is performing at about 17% 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 Rbb Fund by adding it to a well-diversified portfolio.
About Rbb Fund Performance
Evaluating Rbb Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbb Fund 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 Rbb Fund 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 invests at least 80 percent of its net assets in a non-diversified portfolio of credit instruments and derivative instruments that are linked to, or provide investment exposure to, credit instruments. The manager defines credit instruments broadly to include any debt instrument and shares of registered, closed-end or open-end investment companies and ETFs that have either adopted policies to invest at least 80 percent of their assets in credit instruments or invest substantially all of their assets in credit instruments or invest substantially all of their assets in credit instruments. It is non-diversified.Things to note about Rbb Fund performance evaluation
Checking the ongoing alerts about Rbb Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbb Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Rbb Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rbb Fund's mutual fund performance include:- Analyzing Rbb Fund'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 Rbb Fund's stock is overvalued or undervalued compared to its peers.
- Examining Rbb Fund'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 Rbb Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbb Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbb Fund's mutual fund. These opinions can provide insight into Rbb Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rbb Mutual Fund
Rbb Fund financial ratios help investors to determine whether Rbb 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 Rbb with respect to the benefits of owning Rbb Fund security.
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