International Developed Markets Fund Manager Performance Evaluation
| RINYX Fund | USD 44.06 0.49 1.12% |
The fund retains a Market Volatility (i.e., Beta) of 0.42, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, International Developed's returns are expected to increase less than the market. However, during the bear market, the loss of holding International Developed is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days International Developed Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, International Developed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7900 |
International |
International Developed Relative Risk vs. Return Landscape
If you would invest 4,487 in International Developed Markets on September 1, 2024 and sell it today you would lose (81.00) from holding International Developed Markets or give up 1.81% of portfolio value over 90 days. International Developed Markets is currently producing negative expected returns and takes up 0.7434% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than International, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
International Developed Current Valuation
Overvalued
Today
Please note that International Developed's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. International Developed retains a regular Real Value of $42.71 per share. The prevalent price of the fund is $44.06. We determine the value of International Developed from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since International Developed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of International Mutual Fund. However, International Developed'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 44.06 | Real 42.71 | Hype 44.06 | Naive 44.08 |
The intrinsic value of International Developed'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 International Developed'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 International Developed Markets helps investors to forecast how International 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 International Developed more accurately as focusing exclusively on International Developed's fundamentals will not take into account other important factors: International Developed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for International Developed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as International Developed Markets, and traders can use it to determine the average amount a International Developed'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 = -0.0352
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RINYX |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average International Developed is not performing at its full potential. However, 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 International Developed by adding International Developed to a well-diversified portfolio.
International Developed Fundamentals Growth
International Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of International Developed, and International Developed 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 International Mutual Fund performance.
| Price To Earning | 14.70 X | ||||
| Price To Book | 1.27 X | ||||
| Price To Sales | 0.86 X | ||||
| Total Asset | 1.56 B | ||||
About International Developed Performance
Evaluating International Developed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if International Developed 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 International Developed 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 companies that are located in countries with developed markets or that are economically tied to such countries. The fund invests principally in equity securities, including common stocks and preferred stocks, issued by companies incorporated in developed markets outside the U.S. and in depositary receipts. The funds securities are denominated principally in foreign currencies and are typically held outside the U.S.Things to note about International Developed performance evaluation
Checking the ongoing alerts about International Developed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for International Developed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| International Developed generated a negative expected return over the last 90 days | |
| The fund maintains 123.56% of its assets in stocks |
- Analyzing International Developed'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 International Developed's stock is overvalued or undervalued compared to its peers.
- Examining International Developed'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 International Developed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of International Developed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of International Developed's mutual fund. These opinions can provide insight into International Developed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in International Mutual Fund
International Developed financial ratios help investors to determine whether International 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 International with respect to the benefits of owning International Developed security.
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