Conservative Strategy Fund Manager Performance Evaluation
| RCLUX Fund | USD 9.07 0.04 0.44% |
The fund shows a Beta (market volatility) of 0.12, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Conservative Strategy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Conservative Strategy is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Conservative Strategy Fund are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Conservative Strategy is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9200 |
Conservative |
Conservative Strategy Relative Risk vs. Return Landscape
If you would invest 903.00 in Conservative Strategy Fund on September 1, 2024 and sell it today you would earn a total of 4.00 from holding Conservative Strategy Fund or generate 0.44% return on investment over 90 days. Conservative Strategy Fund is currently producing 0.0073% returns and takes up 0.2899% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Conservative, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Conservative Strategy Current Valuation
Fairly Valued
Today
Please note that Conservative Strategy's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Conservative Strategy shows a prevailing Real Value of $9.06 per share. The current price of the fund is $9.07. We determine the value of Conservative Strategy from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Conservative Strategy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Conservative Mutual Fund. However, Conservative 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 9.07 | Real 9.06 | Hype 9.07 | Naive 9.11 |
The intrinsic value of Conservative 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 Conservative 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.
Estimating the potential upside or downside of Conservative Strategy Fund helps investors to forecast how Conservative 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 Conservative Strategy more accurately as focusing exclusively on Conservative Strategy's fundamentals will not take into account other important factors: Conservative Strategy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Conservative Strategy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Conservative Strategy Fund, and traders can use it to determine the average amount a Conservative Strategy'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 = 0.0253
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RCLUX |
Estimated Market Risk
| 0.29 actual daily | 2 98% 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 | 1 99% of assets perform better |
Based on monthly moving average Conservative Strategy is performing at about 1% 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 Conservative Strategy by adding it to a well-diversified portfolio.
Conservative Strategy Fundamentals Growth
Conservative Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Conservative Strategy, and Conservative 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 Conservative Mutual Fund performance.
| Price To Earning | 17.06 X | ||||
| Price To Book | 1.62 X | ||||
| Price To Sales | 1.66 X | ||||
| Total Asset | 104.83 M | ||||
About Conservative Strategy Performance
Evaluating Conservative Strategy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Conservative 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 Conservative 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. The investors may invest directly in the underlying funds in which the fund invests.Things to note about Conservative Strategy performance evaluation
Checking the ongoing alerts about Conservative Strategy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Conservative 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 generated three year return of -1.0% | |
| Conservative Strategy maintains about 11.98% of its assets in cash |
- Analyzing Conservative 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 Conservative Strategy's stock is overvalued or undervalued compared to its peers.
- Examining Conservative 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 Conservative Strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Conservative Strategy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Conservative Strategy's mutual fund. These opinions can provide insight into Conservative Strategy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Conservative Mutual Fund
Conservative Strategy financial ratios help investors to determine whether Conservative 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 Conservative with respect to the benefits of owning Conservative Strategy security.
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