Rbc Global Opportunities Fund Manager Performance Evaluation
| RGPAX Fund | USD 21.40 0.03 0.14% |
The fund holds a Beta of -0.011, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Rbc Global are expected to decrease at a much lower rate. During the bear market, Rbc Global is likely to outperform the market.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Rbc Global Opportunities are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Rbc Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0000 |
Rbc |
Rbc Global Relative Risk vs. Return Landscape
If you would invest 2,034 in Rbc Global Opportunities on August 26, 2024 and sell it today you would earn a total of 106.00 from holding Rbc Global Opportunities or generate 5.21% return on investment over 90 days. Rbc Global Opportunities is currently producing 0.0809% returns and takes up 0.7448% volatility of returns over 90 trading days. Put another way, 6% 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 Global Current Valuation
Overvalued
Today
Please note that Rbc Global's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Rbc Global Opportunities holds a recent Real Value of $20.48 per share. The prevailing price of the fund is $21.4. We determine the value of Rbc Global Opportunities 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rbc Mutual Fund. However, Rbc Global'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 21.4 | Real 20.48 | Hype 21.4 | Naive 21.16 |
The intrinsic value of Rbc Global'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 Global'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 Global Opportunities 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 Global more accurately as focusing exclusively on Rbc Global's fundamentals will not take into account other important factors: Rbc Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rbc Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rbc Global Opportunities, and traders can use it to determine the average amount a Rbc Global'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 = 0.1086
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | RGPAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Rbc Global is performing at about 8% 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 Global by adding it to a well-diversified portfolio.
Rbc Global Fundamentals Growth
Rbc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rbc Global, and Rbc Global 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 | 525.71 M | ||||
About Rbc Global Performance
Evaluating Rbc Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rbc Global 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 Global 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 seeks to achieve its investment objective by primarily investing in equity securities of issuers located throughout the world, including both developed and emerging markets. It will normally invest in equity securities of companies domiciled in at least three countries . The fund will invest in securities across all market capitalizations, although the fund may invest a significant portion of its assets in companies of one particular market capitalization category.Things to note about Rbc Global Opportunities performance evaluation
Checking the ongoing alerts about Rbc Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rbc Global Opportunities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Rbc Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rbc Global's mutual fund performance include:- Analyzing Rbc Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Rbc Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rbc Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rbc Global's mutual fund. These opinions can provide insight into Rbc Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rbc Mutual Fund
Rbc Global 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 Global security.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |