Growth Strategy Fund Manager Performance Evaluation

RALAX Fund  USD 13.47  0.06  0.45%   
The fund retains a Market Volatility (i.e., Beta) of 0.26, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Growth Strategy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Growth Strategy is expected to be smaller as well.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Growth Strategy Fund are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Growth Strategy showed solid returns over the last few months and may actually be approaching a breakup point.
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Growth Strategy Relative Risk vs. Return Landscape

If you would invest  1,173  in Growth Strategy Fund on October 29, 2025 and sell it today you would earn a total of  168.00  from holding Growth Strategy Fund or generate 14.32% return on investment over 90 days. Growth Strategy Fund is currently producing 0.2344% returns and takes up 1.5446% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Growth, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Growth Strategy is expected to generate 2.06 times more return on investment than the market. However, the company is 2.06 times more volatile than its market benchmark. It trades about 0.15 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Growth Strategy Current Valuation

Fairly Valued
Today
13.47
Please note that Growth Strategy's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Growth Strategy retains a regular Real Value of $13.21 per share. The prevalent price of the fund is $13.47. We determine the value of Growth Strategy from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Growth Strategy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Growth Mutual Fund. However, Growth Strategy'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  13.47 Real  13.21 Hype  13.92 Naive  13.18
The intrinsic value of Growth Strategy'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 Growth Strategy'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.
13.21
Real Value
14.75
Upside
Estimating the potential upside or downside of Growth Strategy Fund helps investors to forecast how Growth 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 Growth Strategy more accurately as focusing exclusively on Growth Strategy's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.0513.2713.49
Details
Hype
Prediction
LowEstimatedHigh
12.3813.9215.46
Details
Naive
Forecast
LowNext ValueHigh
11.6313.1814.72
Details
Below is the normalized historical share price chart for Growth Strategy Fund extending back to February 28, 2003. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Growth Strategy stands at 13.47, as last reported on the 27th of January, with the highest price reaching 13.47 and the lowest price hitting 13.47 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Growth Strategy Target Price Odds to finish over Current Price

The tendency of Growth 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 13.47 90 days 13.47 
about 5.45
Based on a normal probability distribution, the odds of Growth Strategy to move above the current price in 90 days from now is about 5.45 (This Growth Strategy Fund probability density function shows the probability of Growth Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Growth Strategy has a beta of 0.26 indicating as returns on the market go up, Growth Strategy average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Growth Strategy Fund will be expected to be much smaller as well. Additionally Growth Strategy Fund has an alpha of 0.1976, implying that it can generate a 0.2 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Growth Strategy Price Density   
       Price  

Predictive Modules for Growth Strategy

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Growth Strategy. 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.
Hype
Prediction
LowEstimatedHigh
12.3813.9215.46
Details
Intrinsic
Valuation
LowRealHigh
11.6713.2114.75
Details
Naive
Forecast
LowNextHigh
11.6313.1814.72
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.0513.2713.49
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Growth Strategy. Your research has to be compared to or analyzed against Growth Strategy's peers to derive any actionable benefits. When done correctly, Growth Strategy's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Growth Strategy.

Growth Strategy Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Growth Strategy is not an exception. The market had few large corrections towards the Growth Strategy'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 Growth Strategy Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Growth Strategy within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.20
β
Beta against Dow Jones0.26
σ
Overall volatility
0.78
Ir
Information ratio 0.1

Growth Strategy 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 Growth Strategy for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Growth Strategy 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 about 7.52% of its assets in cash

Growth Strategy Fundamentals Growth

Growth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Growth Strategy, and Growth Strategy 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 Growth Mutual Fund performance.

About Growth Strategy Performance

Evaluating Growth Strategy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Growth Strategy 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 Growth Strategy 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 is a fund of funds, which seeks to achieve its objective by investing in a combination of several other Russell Investment Company Funds. The funds investment adviser intends the funds strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments.

Things to note about Growth Strategy performance evaluation

Checking the ongoing alerts about Growth Strategy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Growth Strategy 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 about 7.52% of its assets in cash
Evaluating Growth Strategy's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Growth Strategy's mutual fund performance include:
  • Analyzing Growth Strategy'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 Growth Strategy's stock is overvalued or undervalued compared to its peers.
  • Examining Growth Strategy'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 Growth Strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Growth Strategy's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Growth Strategy's mutual fund. These opinions can provide insight into Growth Strategy's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Growth Strategy's mutual fund performance is not an exact science, and many factors can impact Growth Strategy's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Growth Mutual Fund

Growth Strategy financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Strategy security.
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