Us Defensive Equity Fund Manager Performance Evaluation
| REQAX Fund | USD 43.08 0.14 0.32% |
The entity owns a Beta (Systematic Risk) of 0.51, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Us Defensive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Us Defensive is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Us Defensive Equity are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Us Defensive showed solid returns over the last few months and may actually be approaching a breakup point.
...moreREQAX |
Us Defensive Relative Risk vs. Return Landscape
If you would invest 3,683 in Us Defensive Equity on November 4, 2025 and sell it today you would earn a total of 625.00 from holding Us Defensive Equity or generate 16.97% return on investment over 90 days. Us Defensive Equity is currently producing 0.2738% returns and takes up 1.9027% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than REQAX, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us Defensive Current Valuation
Fairly Valued
Today
Please note that Us Defensive's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Us Defensive Equity owns a latest Real Value of $42.24 per share. The recent price of the fund is $43.08. We determine the value of Us Defensive Equity from inspecting 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 future time, mutual fund prices and their ongoing real values will merge together.
Since Us Defensive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of REQAX Mutual Fund. However, Us Defensive'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 43.08 | Real 42.24 | Hype 43.08 | Naive 44.49 |
The intrinsic value of Us Defensive'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 Us Defensive'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 Us Defensive Equity helps investors to forecast how REQAX 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 Us Defensive more accurately as focusing exclusively on Us Defensive's fundamentals will not take into account other important factors: Us Defensive Target Price Odds to finish over Current Price
The tendency of REQAX Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 43.08 | 90 days | 43.08 | about 14.89 |
Based on a normal probability distribution, the odds of Us Defensive to move above the current price in 90 days from now is about 14.89 (This Us Defensive Equity probability density function shows the probability of REQAX Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Us Defensive has a beta of 0.51 indicating as returns on the market go up, Us Defensive average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Us Defensive Equity will be expected to be much smaller as well. Additionally Us Defensive Equity has an alpha of 0.2016, implying that it can generate a 0.2 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Us Defensive Price Density |
| Price |
Predictive Modules for Us Defensive
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Us Defensive Equity. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Us Defensive Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Us Defensive is not an exception. The market had few large corrections towards the Us Defensive's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Us Defensive Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Us Defensive within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | 0.51 | |
σ | Overall volatility | 3.15 | |
Ir | Information ratio | 0.10 |
Us Defensive Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Us Defensive for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Us Defensive Equity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Us Defensive Fundamentals Growth
REQAX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Defensive, and Us Defensive 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 REQAX Mutual Fund performance.
| Price To Earning | 18.33 X | |||
| Price To Book | 2.69 X | |||
| Price To Sales | 1.24 X | |||
| Total Asset | 202.11 M | |||
About Us Defensive Performance
Evaluating Us Defensive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us Defensive 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 Us Defensive 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 has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities. The fund invests principally in common stocks of large and medium capitalization U.S. companies. The manager defines large and medium capitalization companies as those companies represented by the Russell 1000 Index or with market capitalization within the capitalization range of the Russell 1000 Index.Things to note about Us Defensive Equity performance evaluation
Checking the ongoing alerts about Us Defensive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Us Defensive Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Us Defensive's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Us Defensive's mutual fund performance include:- Analyzing Us Defensive'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 Us Defensive's stock is overvalued or undervalued compared to its peers.
- Examining Us Defensive'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 Us Defensive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Defensive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us Defensive's mutual fund. These opinions can provide insight into Us Defensive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in REQAX Mutual Fund
Us Defensive financial ratios help investors to determine whether REQAX 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 REQAX with respect to the benefits of owning Us Defensive security.
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