Rbc China Equity Fund Manager Performance Evaluation
| RBCIX Fund | USD 8.67 0.22 2.47% |
The fund holds a Beta of 0.15, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rbc China's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rbc China is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Rbc China Equity are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Rbc China may actually be approaching a critical reversion point that can send shares even higher in December 2024.
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Rbc China Relative Risk vs. Return Landscape
If you would invest 798.00 in Rbc China Equity on August 26, 2024 and sell it today you would earn a total of 69.00 from holding Rbc China Equity or generate 8.65% return on investment over 90 days. Rbc China Equity is currently producing 0.158% returns and takes up 2.4806% volatility of returns over 90 trading days. Put another way, 22% of traded mutual funds are less volatile than Rbc, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rbc China Current Valuation
Overvalued
Today
Please note that Rbc China's price fluctuation is somewhat reliable at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Rbc China Equity holds a recent Real Value of $8.12 per share. The prevailing price of the fund is $8.67. Our model determines the value of Rbc China Equity from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Rbc China is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbc Mutual Fund. However, Rbc China'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 8.67 | Real 8.12 | Hype 8.67 | Naive 8.16 |
The intrinsic value of Rbc China'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 Rbc China'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 Rbc China Equity helps investors to forecast how Rbc 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 Rbc China more accurately as focusing exclusively on Rbc China's fundamentals will not take into account other important factors: Rbc China Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc China's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbc China Equity, and traders can use it to determine the average amount a Rbc China'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 = 0.0637
| Best Portfolio | Best Equity | |||
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| Small Returns | RBCIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.48 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 5 95% of assets perform better |
Based on monthly moving average Rbc China is performing at about 5% 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 Rbc China by adding it to a well-diversified portfolio.
Rbc China Fundamentals Growth
Rbc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rbc China, and Rbc China 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 Rbc Mutual Fund performance.
About Rbc China Performance
Evaluating Rbc China's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbc China 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 Rbc China 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 seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its assets in equity investments in issuers economically tied to China. China includes Mainland China, Hong Kong, and Macau. The Advisor expects to invest primarily in common stocks, but may also invest in depositary receipts. This may include securities that trade in local Chinese, Hong Kong, or other foreign exchanges and securities that trade in Renminbi , the official currency of China. The fund is non-diversified.Things to note about Rbc China Equity performance evaluation
Checking the ongoing alerts about Rbc China for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbc China Equity 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 Rbc China'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 Rbc China's stock is overvalued or undervalued compared to its peers.
- Examining Rbc China'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 Rbc China's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc China's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc China's mutual fund. These opinions can provide insight into Rbc China's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rbc Mutual Fund
Rbc China financial ratios help investors to determine whether Rbc 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 Rbc with respect to the benefits of owning Rbc China security.
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