Origin Emerging Markets Fund Manager Performance Evaluation
| POEIX Fund | USD 10.25 0.06 0.59% |
The fund holds a Beta of -0.12, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Origin Emerging are expected to decrease at a much lower rate. During the bear market, Origin Emerging is likely to outperform the market.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Origin Emerging Markets are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Origin Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Donald Trump could kill funds for TSMCs Phoenix factories if elected - Cronkite News | 10/17/2024 |
| Expense Ratio Date | 31st of December 2022 | |
| Expense Ratio | 1.0500 |
Origin |
Origin Emerging Relative Risk vs. Return Landscape
If you would invest 1,013 in Origin Emerging Markets on August 24, 2024 and sell it today you would earn a total of 12.00 from holding Origin Emerging Markets or generate 1.18% return on investment over 90 days. Origin Emerging Markets is currently producing 0.0242% returns and takes up 1.0606% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Origin, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Origin Emerging Current Valuation
Fairly Valued
Today
Please note that Origin Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Origin Emerging Markets holds a recent Real Value of $10.25 per share. The prevailing price of the fund is $10.25. We determine the value of Origin Emerging Markets 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 Origin Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Origin Mutual Fund. However, Origin Emerging'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 10.25 | Real 10.25 | Hype 10.25 | Naive 10.06 |
The intrinsic value of Origin Emerging'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 Origin Emerging'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 Origin Emerging Markets helps investors to forecast how Origin 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 Origin Emerging more accurately as focusing exclusively on Origin Emerging's fundamentals will not take into account other important factors: Origin Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Origin Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Origin Emerging Markets, and traders can use it to determine the average amount a Origin Emerging'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 = 0.0228
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | POEIX |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Origin Emerging is performing at about 1% 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 Origin Emerging by adding it to a well-diversified portfolio.
Origin Emerging Fundamentals Growth
Origin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Origin Emerging, and Origin Emerging 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 Origin Mutual Fund performance.
| Total Asset | 74.54 M | ||||
About Origin Emerging Performance
Evaluating Origin Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Origin Emerging 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 Origin Emerging 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, plus any borrowings for investment purposes, in equity securities of emerging market companies at the time of purchase. The advisor considers a security to be tied economically to an emerging market if one or more of the following criteria is present the issuer or guarantor of the security has its principal place of business or principal office in an emerging market the principal trading market for the security is in an emerging market the issuer or guarantor of the security derives a majority of its revenue from emerging markets.Things to note about Origin Emerging Markets performance evaluation
Checking the ongoing alerts about Origin Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Origin Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -5.0% | |
| Origin Emerging Markets maintains 97.93% of its assets in stocks |
- Analyzing Origin Emerging'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 Origin Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Origin Emerging'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 Origin Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Origin Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Origin Emerging's mutual fund. These opinions can provide insight into Origin Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Origin Mutual Fund
Origin Emerging financial ratios help investors to determine whether Origin 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 Origin with respect to the benefits of owning Origin Emerging security.
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