Polar Capital Emerging Fund Manager Performance Evaluation
| POLEX Fund | USD 11.32 0.02 0.18% |
The fund holds a Beta of -0.1, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Polar Capital are expected to decrease at a much lower rate. During the bear market, Polar Capital is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Polar Capital Emerging are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Polar Capital showed solid returns over the last few months and may actually be approaching a breakup point.
...morePolar |
Polar Capital Relative Risk vs. Return Landscape
If you would invest 967.00 in Polar Capital Emerging on November 23, 2025 and sell it today you would earn a total of 165.00 from holding Polar Capital Emerging or generate 17.06% return on investment over 90 days. Polar Capital Emerging is currently producing 0.2673% returns and takes up 0.9457% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Polar, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Polar Capital Current Valuation
Overvalued
Today
Please note that Polar Capital's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Polar Capital Emerging holds a recent Real Value of $10.67 per share. The prevailing price of the fund is $11.32. We determine the value of Polar Capital Emerging 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 Polar Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polar Mutual Fund. However, Polar Capital'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 11.32 | Real 10.67 | Hype 11.32 | Naive 11.57 |
The intrinsic value of Polar Capital'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 Polar Capital'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 Polar Capital Emerging helps investors to forecast how Polar 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 Polar Capital more accurately as focusing exclusively on Polar Capital's fundamentals will not take into account other important factors: Polar Capital Target Price Odds to finish over Current Price
The tendency of Polar Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.32 | 90 days | 11.32 | about 5.72 |
Based on a normal probability distribution, the odds of Polar Capital to move above the current price in 90 days from now is about 5.72 (This Polar Capital Emerging probability density function shows the probability of Polar Mutual Fund to fall within a particular range of prices over 90 days) .
Polar Capital Price Density |
| Price |
Predictive Modules for Polar Capital
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Polar Capital Emerging. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Polar Capital's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Polar Capital Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Polar Capital is not an exception. The market had few large corrections towards the Polar Capital's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Polar Capital Emerging, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Polar Capital within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | -0.1 | |
σ | Overall volatility | 0.57 | |
Ir | Information ratio | 0.10 |
Polar Capital Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Polar Capital for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Polar Capital Emerging can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
Polar Capital Fundamentals Growth
Polar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polar Capital, and Polar Capital 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 Polar Mutual Fund performance.
| Total Asset | 10.05 M | ||||
About Polar Capital Performance
Evaluating Polar Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polar Capital 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 Polar Capital 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets for investment purposes in equity securities of issuers located in Emerging Markets countries. It may also invest in global, American and European depository receipts for the purpose of gaining exposure to underlying equity securities. The fund may utilize various derivative instruments and related strategies to gain exposure to one or more issuers or other assets. It is non-diversified.Things to note about Polar Capital Emerging performance evaluation
Checking the ongoing alerts about Polar Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polar Capital Emerging 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 all of the assets in different exotic instruments |
- Analyzing Polar Capital'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 Polar Capital's stock is overvalued or undervalued compared to its peers.
- Examining Polar Capital'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 Polar Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polar Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Polar Capital's mutual fund. These opinions can provide insight into Polar Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Polar Mutual Fund
Polar Capital financial ratios help investors to determine whether Polar 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 Polar with respect to the benefits of owning Polar Capital security.
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