Rbc Vision Global Fund Manager Performance Evaluation
| RBF653 Fund | 26.20 0.32 1.24% |
The entity owns a Beta (Systematic Risk) of 0.78, which implies possible diversification benefits within a given portfolio. As returns on the market increase, RBC Vision's returns are expected to increase less than the market. However, during the bear market, the loss of holding RBC Vision is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days RBC Vision Global has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong technical and fundamental indicators, RBC Vision is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreRBC |
RBC Vision Relative Risk vs. Return Landscape
If you would invest 2,761 in RBC Vision Global on October 24, 2024 and sell it today you would lose (141.00) from holding RBC Vision Global or give up 5.11% of portfolio value over 90 days. RBC Vision Global is generating negative expected returns and assumes 1.6213% volatility on return distribution over the 90 days horizon. Simply put, 14% of funds are less volatile than RBC, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
RBC Vision Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for RBC Vision's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as RBC Vision Global, and traders can use it to determine the average amount a RBC Vision'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 = -0.0437
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RBF653 |
Estimated Market Risk
| 1.62 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average RBC Vision is not performing at its full potential. However, 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 Vision by adding RBC Vision to a well-diversified portfolio.
About RBC Vision Performance
By analyzing RBC Vision's fundamental ratios, stakeholders can gain valuable insights into RBC Vision's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if RBC Vision 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 Vision has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about RBC Vision Global performance evaluation
Checking the ongoing alerts about RBC Vision for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for RBC Vision Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| RBC Vision Global generated a negative expected return over the last 90 days |
- Analyzing RBC Vision'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 Vision's stock is overvalued or undervalued compared to its peers.
- Examining RBC Vision'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 Vision's management team can have a significant impact on its success or failure. Reviewing the track record and experience of RBC Vision's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of RBC Vision's fund. These opinions can provide insight into RBC Vision's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in RBC Fund
RBC Vision financial ratios help investors to determine whether RBC 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 Vision security.
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