Quantified Evolution Plus Fund Manager Performance Evaluation
| QEVOX Fund | USD 7.14 0.11 1.56% |
The fund holds a Beta of 0.68, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Quantified Evolution's returns are expected to increase less than the market. However, during the bear market, the loss of holding Quantified Evolution is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Quantified Evolution Plus are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Quantified Evolution may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 1.7400 |
Quantified |
Quantified Evolution Relative Risk vs. Return Landscape
If you would invest 655.00 in Quantified Evolution Plus on August 26, 2024 and sell it today you would earn a total of 59.00 from holding Quantified Evolution Plus or generate 9.01% return on investment over 90 days. Quantified Evolution Plus is currently producing 0.141% returns and takes up 1.2906% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Quantified, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Quantified Evolution Current Valuation
Fairly Valued
Today
Please note that Quantified Evolution's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Quantified Evolution Plus holds a recent Real Value of $7.04 per share. The prevailing price of the fund is $7.14. We determine the value of Quantified Evolution Plus 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 Quantified Evolution is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Quantified Mutual Fund. However, Quantified Evolution'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 7.14 | Real 7.04 | Hype 7.14 | Naive 7.14 |
The intrinsic value of Quantified Evolution'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 Quantified Evolution'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 Quantified Evolution Plus helps investors to forecast how Quantified 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 Quantified Evolution more accurately as focusing exclusively on Quantified Evolution's fundamentals will not take into account other important factors: Quantified Evolution Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Quantified Evolution's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Quantified Evolution Plus, and traders can use it to determine the average amount a Quantified Evolution'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 = 0.1093
| Best Portfolio | Best Equity | |||
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| Cash | QEVOX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.29 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Quantified Evolution is performing at about 8% 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 Quantified Evolution by adding it to a well-diversified portfolio.
Quantified Evolution Fundamentals Growth
Quantified Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Quantified Evolution, and Quantified Evolution 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 Quantified Mutual Fund performance.
About Quantified Evolution Performance
Evaluating Quantified Evolution's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Quantified Evolution 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 Quantified Evolution 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 Subadvisers asset allocation focuses primarily on the following categories equities, debt, gold and commodities. The Subadviser may invest directly in securities representing an asset class, or may invest in exchange-traded funds and mutual funds that invest primarily in an asset class, or in futures or swaps linked to an asset class. The fund invests in ETFs and mutual funds that are not affiliated with the Adviser or Subadviser.Things to note about Quantified Evolution Plus performance evaluation
Checking the ongoing alerts about Quantified Evolution for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Quantified Evolution Plus 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 -2.0% | |
| Quantified Evolution Plus maintains about 62.37% of its assets in cash |
- Analyzing Quantified Evolution'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 Quantified Evolution's stock is overvalued or undervalued compared to its peers.
- Examining Quantified Evolution'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 Quantified Evolution's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Quantified Evolution's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Quantified Evolution's mutual fund. These opinions can provide insight into Quantified Evolution's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Quantified Mutual Fund
Quantified Evolution financial ratios help investors to determine whether Quantified 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 Quantified with respect to the benefits of owning Quantified Evolution security.
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