Rbc Global Equity Fund Manager Performance Evaluation
| RGRLX Fund | USD 10.93 0.01 0.09% |
The fund holds a Beta of 0.67, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Rbc Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rbc Global is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Rbc Global Equity are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Rbc Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Rbc Global Relative Risk vs. Return Landscape
If you would invest 1,037 in Rbc Global Equity on August 26, 2024 and sell it today you would earn a total of 56.00 from holding Rbc Global Equity or generate 5.4% return on investment over 90 days. Rbc Global Equity is currently producing 0.0838% returns and takes up 0.7596% 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
Fairly Valued
Today
Please note that Rbc Global's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Rbc Global Equity holds a recent Real Value of $10.84 per share. The prevailing price of the fund is $10.93. Our model determines the value of Rbc Global Equity from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 10.93 | Real 10.84 | Hype 10.93 | Naive 10.82 |
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 Equity 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 Equity, 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 = 0.1103
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| Cash | RGRLX | 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
| 0.08 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.
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.
Under normal circumstances, the fund aims to achieve its investment objective by investing at least 80 percent of the value of its net assets in equity securities. It also will, under normal market conditions invest at least 40 percent of its assets outside the United States, or if market conditions are not favorable, at least 30 percent of its assets outside the United States, and hold securities of issuers located in at least three countries. The fund is non-diversified.Things to note about Rbc Global Equity 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 Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- 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.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |