Riverfront Dynamic Equity Fund Manager Performance Evaluation
| RLIIX Fund | USD 14.31 0.01 0.07% |
The fund holds a Beta of 0.0262, which implies not very significant fluctuations relative to the market. As returns on the market increase, Riverfront Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Riverfront Dynamic is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Riverfront Dynamic Equity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Riverfront Dynamic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.6700 |
Riverfront |
Riverfront Dynamic Relative Risk vs. Return Landscape
If you would invest 1,382 in Riverfront Dynamic Equity on August 31, 2024 and sell it today you would earn a total of 49.00 from holding Riverfront Dynamic Equity or generate 3.55% return on investment over 90 days. Riverfront Dynamic Equity is currently producing 0.0564% returns and takes up 0.4719% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Riverfront, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Riverfront Dynamic Current Valuation
Undervalued
Today
Please note that Riverfront Dynamic's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Riverfront Dynamic Equity recent Real Value cannot be determined due to lack of data. The prevailing price of Riverfront Dynamic Equity is $14.31. We determine the value of Riverfront Dynamic 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 Riverfront Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Riverfront Mutual Fund. However, Riverfront Dynamic'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 14.31 | Real 0.0 | Hype 0.0 | Naive 14.3 |
The intrinsic value of Riverfront Dynamic'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 Riverfront Dynamic'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 Riverfront Dynamic Equity helps investors to forecast how Riverfront 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 Riverfront Dynamic more accurately as focusing exclusively on Riverfront Dynamic's fundamentals will not take into account other important factors: Riverfront Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riverfront Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Riverfront Dynamic Equity, and traders can use it to determine the average amount a Riverfront Dynamic'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 = 0.1195
| Best Portfolio | Best Equity | |||
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| Cash | RLIIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.47 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 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 Riverfront Dynamic 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 Riverfront Dynamic by adding it to a well-diversified portfolio.
Riverfront Dynamic Fundamentals Growth
Riverfront Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Riverfront Dynamic, and Riverfront Dynamic 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 Riverfront Mutual Fund performance.
| Price To Earning | 17.34 X | |||
| Price To Book | 2.03 X | |||
| Price To Sales | 1.30 X | |||
| Total Asset | 44.93 M | |||
About Riverfront Dynamic Performance
Evaluating Riverfront Dynamic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Riverfront Dynamic 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 Riverfront Dynamic 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 investment seeks to achieve long-term growth and income. Riverfront Dynamic is traded on NASDAQ Exchange in the United States.Things to note about Riverfront Dynamic Equity performance evaluation
Checking the ongoing alerts about Riverfront Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Riverfront Dynamic 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 about 5.96% of its assets in cash |
- Analyzing Riverfront Dynamic'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 Riverfront Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Riverfront Dynamic'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 Riverfront Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riverfront Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Riverfront Dynamic's mutual fund. These opinions can provide insight into Riverfront Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riverfront Mutual Fund
Riverfront Dynamic financial ratios help investors to determine whether Riverfront 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 Riverfront with respect to the benefits of owning Riverfront Dynamic security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
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| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |