Rbc Small Cap Fund Manager Performance Evaluation
| RBRCX Fund | USD 17.31 0.30 1.76% |
The fund holds a Beta of 0.0455, which implies not very significant fluctuations relative to the market. As returns on the market increase, Rbc Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rbc Small is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Rbc Small Cap are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Rbc Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8800 |
Rbc |
Rbc Small Relative Risk vs. Return Landscape
If you would invest 1,638 in Rbc Small Cap on August 26, 2024 and sell it today you would earn a total of 63.00 from holding Rbc Small Cap or generate 3.85% return on investment over 90 days. Rbc Small Cap is currently producing 0.0654% returns and takes up 1.2293% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Rbc, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rbc Small Current Valuation
Fairly Valued
Today
Please note that Rbc Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Rbc Small Cap holds a recent Real Value of $16.85 per share. The prevailing price of the fund is $17.31. We determine the value of Rbc Small Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbc Mutual Fund. However, Rbc Small'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 17.31 | Real 16.85 | Hype 17.01 | Naive 16.7 |
The intrinsic value of Rbc Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Rbc Small's fundamentals will not take into account other important factors: Rbc Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbc Small Cap, and traders can use it to determine the average amount a Rbc Small'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 = 0.0532
| Best Portfolio | Best Equity | |||
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| Cash | RBRCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Rbc Small is performing at about 4% 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 Small by adding it to a well-diversified portfolio.
Rbc Small Fundamentals Growth
Rbc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rbc Small, and Rbc Small 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.
| Total Asset | 45.12 M | ||||
About Rbc Small Performance
Evaluating Rbc Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbc Small 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 Small 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 normally invests at least 80 percent of its assets in common stocks of small companies. RBC Small is traded on NASDAQ Exchange in the United States.Things to note about Rbc Small Cap performance evaluation
Checking the ongoing alerts about Rbc Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbc Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Rbc Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rbc Small's mutual fund performance include:- Analyzing Rbc Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Rbc Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc Small's mutual fund. These opinions can provide insight into Rbc Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rbc Mutual Fund
Rbc Small 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 Small security.
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