Responsible Esg Equity Fund Manager Performance Evaluation
| RESGX Fund | USD 18.52 0.25 1.37% |
The fund holds a Beta of 0.87, which implies possible diversification benefits within a given portfolio. Responsible Esg returns are very sensitive to returns on the market. As the market goes up or down, Responsible Esg is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Responsible Esg Equity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Responsible Esg is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8500 |
Responsible |
Responsible Esg Relative Risk vs. Return Landscape
If you would invest 1,750 in Responsible Esg Equity on August 28, 2024 and sell it today you would earn a total of 102.00 from holding Responsible Esg Equity or generate 5.83% return on investment over 90 days. Responsible Esg Equity is currently producing 0.0928% returns and takes up 0.7564% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Responsible, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Responsible Esg Current Valuation
Fairly Valued
Today
Please note that Responsible Esg's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Responsible Esg Equity holds a recent Real Value of $18.34 per share. The prevailing price of the fund is $18.52. We determine the value of Responsible Esg Equity 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 Responsible Esg is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Responsible Mutual Fund. However, Responsible Esg'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 18.52 | Real 18.34 | Hype 18.52 | Naive 18.16 |
The intrinsic value of Responsible Esg'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 Responsible Esg'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 Responsible Esg Equity helps investors to forecast how Responsible 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 Responsible Esg more accurately as focusing exclusively on Responsible Esg's fundamentals will not take into account other important factors: Responsible Esg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Responsible Esg's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Responsible Esg Equity, and traders can use it to determine the average amount a Responsible Esg'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 = 0.1226
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| Cash | RESGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Responsible Esg is performing at about 9% 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 Responsible Esg by adding it to a well-diversified portfolio.
Responsible Esg Fundamentals Growth
Responsible Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Responsible Esg, and Responsible Esg 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 Responsible Mutual Fund performance.
| Total Asset | 33.67 M | ||||
About Responsible Esg Performance
Evaluating Responsible Esg's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Responsible Esg 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 Responsible Esg 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.
Using quantitative analysis, under normal market circumstances, the Portfolio invests at least 80 percent of the value of its net assets in equity securities, such as common stocks, of large cap companies tied economically to the U.S. that meet the Portfolios environmental criteria.Things to note about Responsible Esg Equity performance evaluation
Checking the ongoing alerts about Responsible Esg for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Responsible Esg Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Responsible Esg's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Responsible Esg's mutual fund performance include:- Analyzing Responsible Esg'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 Responsible Esg's stock is overvalued or undervalued compared to its peers.
- Examining Responsible Esg'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 Responsible Esg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Responsible Esg's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Responsible Esg's mutual fund. These opinions can provide insight into Responsible Esg's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Responsible Mutual Fund
Responsible Esg financial ratios help investors to determine whether Responsible 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 Responsible with respect to the benefits of owning Responsible Esg security.
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