Multi Asset Growth Strategy Fund Manager Performance Evaluation
| RAZCX Fund | USD 10.73 0.01 0.09% |
The fund secures a Beta (Market Risk) of 0.29, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Multi-asset Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Multi-asset Growth is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Multi Asset Growth Strategy are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Multi-asset Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.9300 |
Multi-asset |
Multi-asset Growth Relative Risk vs. Return Landscape
If you would invest 1,063 in Multi Asset Growth Strategy on August 28, 2024 and sell it today you would earn a total of 9.00 from holding Multi Asset Growth Strategy or generate 0.85% return on investment over 90 days. Multi Asset Growth Strategy is currently producing 0.014% returns and takes up 0.4173% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Multi-asset, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Multi-asset Growth Current Valuation
Fairly Valued
Today
Please note that Multi-asset Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Multi Asset Growth secures a last-minute Real Value of $10.73 per share. The latest price of the fund is $10.73. We determine the value of Multi Asset Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend 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 Multi-asset Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Multi-asset Mutual Fund. However, Multi-asset Growth'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 10.73 | Real 10.73 | Hype 10.73 |
The intrinsic value of Multi-asset Growth'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 Multi-asset Growth'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 Multi Asset Growth Strategy helps investors to forecast how Multi-asset 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 Multi-asset Growth more accurately as focusing exclusively on Multi-asset Growth's fundamentals will not take into account other important factors: Multi-asset Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Multi-asset Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Multi Asset Growth Strategy, and traders can use it to determine the average amount a Multi-asset Growth'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 = 0.0336
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RAZCX |
Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Multi-asset Growth is performing at about 2% 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 Multi-asset Growth by adding it to a well-diversified portfolio.
Multi-asset Growth Fundamentals Growth
Multi-asset Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Multi-asset Growth, and Multi-asset Growth 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 Multi-asset Mutual Fund performance.
| Total Asset | 844.43 M | ||||
About Multi-asset Growth Performance
Evaluating Multi-asset Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Multi-asset Growth 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 Multi-asset Growth 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 funds target strategic asset allocation is 60 percent to global equity or equity-related securities or instruments, including equity securities of real assets-related companies, and 40 percent global fixed income or fixed income-related securities or instruments, including high yield debt. However, the fund is not required to allocate its investments in any set proportion and RIM will dynamically manage the funds asset allocation based on market conditions generally by up to plusminus 10 percent from the funds target strategic asset allocations.Things to note about Multi Asset Growth performance evaluation
Checking the ongoing alerts about Multi-asset Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Multi Asset Growth 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 20.0% of its assets in cash |
- Analyzing Multi-asset Growth'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 Multi-asset Growth's stock is overvalued or undervalued compared to its peers.
- Examining Multi-asset Growth'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 Multi-asset Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Multi-asset Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Multi-asset Growth's mutual fund. These opinions can provide insight into Multi-asset Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Multi-asset Mutual Fund
Multi-asset Growth financial ratios help investors to determine whether Multi-asset 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 Multi-asset with respect to the benefits of owning Multi-asset Growth security.
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