Brookfield Real Assets Fund Manager Performance Evaluation
| RA Fund | USD 13.44 0.02 0.15% |
The fund shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Brookfield Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Brookfield Real 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 Brookfield Real Assets are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Brookfield Real is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more1 | RA Still Attractive On A Relative Basis Despite Narrowing Discount - Seeking Alpha | 09/18/2024 |
2 | Gore Street secures stackable Resource Adequacy contract for California BESS - Energy-Storage.news | 10/21/2024 |
3 | ONEAM ESG fund return is the leader in its category - Bangkok Post | 11/04/2024 |
| Expense Ratio | 2.2300 |
Brookfield |
Brookfield Real Relative Risk vs. Return Landscape
If you would invest 1,301 in Brookfield Real Assets on August 28, 2024 and sell it today you would earn a total of 43.00 from holding Brookfield Real Assets or generate 3.31% return on investment over 90 days. Brookfield Real Assets is generating 0.0527% of daily returns and assumes 0.4728% volatility on return distribution over the 90 days horizon. Put differently, 4% of funds are less risky than Brookfield on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Brookfield Real Current Valuation
Fairly Valued
Today
Please note that Brookfield Real's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Brookfield Real Assets shows a prevailing Real Value of $13.38 per share. The current price of the fund is $13.44. We determine the value of Brookfield Real Assets from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will blend.
Since Brookfield Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Brookfield Fund. However, Brookfield Real'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 13.44 | Real 13.38 | Hype 13.44 | Naive 13.37 |
The real value of Brookfield Fund, also known as its intrinsic value, is the underlying worth of Brookfield Real Assets Fund, which is reflected in its stock price. It is based on Brookfield Real's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Brookfield Real'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, or news.
Estimating the potential upside or downside of Brookfield Real Assets helps investors to forecast how Brookfield 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 Brookfield Real more accurately as focusing exclusively on Brookfield Real's fundamentals will not take into account other important factors: Brookfield Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brookfield Real's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Brookfield Real Assets, and traders can use it to determine the average amount a Brookfield Real'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 = 0.1115
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | RA | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.47 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Brookfield Real 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 Brookfield Real by adding it to a well-diversified portfolio.
Brookfield Real Fundamentals Growth
Brookfield Fund prices reflect investors' perceptions of the future prospects and financial health of Brookfield Real, and Brookfield Real 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 Brookfield Fund performance.
| Shares Outstanding | 49.86 M | ||||
| Price To Earning | 7.97 X | ||||
| Earnings Per Share | 2.49 X | ||||
About Brookfield Real Performance
By analyzing Brookfield Real's fundamental ratios, stakeholders can gain valuable insights into Brookfield Real's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Brookfield Real 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 Brookfield Real has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Brookfield Real Assets Income Fund Inc. is a closed ended fixed income mutual fund launched and managed by Brookfield Investment Management Inc. The fund is co-managed by Schroder Investment Management North America Inc. It invests in fixed income markets of the United States. The fund primarily invests in securities and other instruments of companies, which includes real estate securities, infrastructure securities, and natural resources securities. Brookfield Real Assets Income Fund Inc. was formed on December 2, 2016 and is domiciled in the United States.Things to note about Brookfield Real Assets performance evaluation
Checking the ongoing alerts about Brookfield Real for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Brookfield Real Assets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: ONEAM ESG fund return is the leader in its category - Bangkok Post |
- Analyzing Brookfield Real'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 Brookfield Real's stock is overvalued or undervalued compared to its peers.
- Examining Brookfield Real'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 Brookfield Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brookfield Real's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Brookfield Real's fund. These opinions can provide insight into Brookfield Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Brookfield Fund
Brookfield Real financial ratios help investors to determine whether Brookfield 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 Brookfield with respect to the benefits of owning Brookfield Real security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |