Rmb Small Cap Fund Manager Performance Evaluation
| RMBBX Fund | USD 18.65 0.33 1.80% |
The fund holds a Beta of 1.36, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Rmb Small will likely underperform.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Rmb Small Cap are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental drivers, Rmb Small may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.9600 |
Rmb |
Rmb Small Relative Risk vs. Return Landscape
If you would invest 1,692 in Rmb Small Cap on August 26, 2024 and sell it today you would earn a total of 173.00 from holding Rmb Small Cap or generate 10.22% return on investment over 90 days. Rmb Small Cap is currently producing 0.1566% returns and takes up 1.1723% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Rmb, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rmb Small Current Valuation
Fairly Valued
Today
Please note that Rmb Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Rmb Small Cap holds a recent Real Value of $18.34 per share. The prevailing price of the fund is $18.65. We determine the value of Rmb Small Cap 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 Rmb Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rmb Mutual Fund. However, Rmb Small'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 18.65 | Real 18.34 | Hype 18.65 | Naive 18.07 |
The intrinsic value of Rmb Small'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 Rmb Small'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 Rmb Small Cap helps investors to forecast how Rmb 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 Rmb Small more accurately as focusing exclusively on Rmb Small's fundamentals will not take into account other important factors: Rmb Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rmb Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rmb Small Cap, and traders can use it to determine the average amount a Rmb Small'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 = 0.1336
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | RMBBX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Rmb Small is performing at about 10% 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 Rmb Small by adding it to a well-diversified portfolio.
Rmb Small Fundamentals Growth
Rmb Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rmb Small, and Rmb Small 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 Rmb Mutual Fund performance.
About Rmb Small Performance
Evaluating Rmb Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rmb Small 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 Rmb Small 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 investing, under normal market conditions, at least 80 percent of its net assets in equity securities of U.S. companies with small market capitalizations. For this purpose, the Adviser defines a small capitalization company as any company with a market capitalization less than or equal to the largest market capitalization of any company in the Russell 2000 Index.Things to note about Rmb Small Cap performance evaluation
Checking the ongoing alerts about Rmb Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rmb Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Rmb Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rmb Small's mutual fund performance include:- Analyzing Rmb Small'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 Rmb Small's stock is overvalued or undervalued compared to its peers.
- Examining Rmb Small'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 Rmb Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rmb Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rmb Small's mutual fund. These opinions can provide insight into Rmb Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rmb Mutual Fund
Rmb Small financial ratios help investors to determine whether Rmb 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 Rmb with respect to the benefits of owning Rmb Small security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |