Rmb Smid Cap Fund Manager Performance Evaluation
| RMBMX Fund | USD 14.84 0.05 0.34% |
The fund holds a Beta of 1.22, 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 Smid 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 Smid Cap are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Rmb Smid may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | Amplify ETFs Launches the Amplify Small-Mid Cap Equity ETF - GlobeNewswire | 10/23/2024 |
| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.8100 |
RMB |
Rmb Smid Relative Risk vs. Return Landscape
If you would invest 1,358 in Rmb Smid Cap on August 30, 2024 and sell it today you would earn a total of 126.00 from holding Rmb Smid Cap or generate 9.28% return on investment over 90 days. Rmb Smid Cap is currently producing 0.1466% returns and takes up 1.0774% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than RMB, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rmb Smid Current Valuation
Fairly Valued
Today
Please note that Rmb Smid's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Rmb Smid Cap holds a recent Real Value of $14.62 per share. The prevailing price of the fund is $14.84. We determine the value of Rmb Smid 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 Smid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of RMB Mutual Fund. However, Rmb Smid'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 14.84 | Real 14.62 | Hype 14.82 | Naive 14.84 |
The intrinsic value of Rmb Smid'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 Smid'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 Smid 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 Smid more accurately as focusing exclusively on Rmb Smid's fundamentals will not take into account other important factors: Rmb Smid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rmb Smid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rmb Smid Cap, and traders can use it to determine the average amount a Rmb Smid'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 = 0.1361
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | RMBMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Rmb Smid 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 Smid by adding it to a well-diversified portfolio.
Rmb Smid Fundamentals Growth
RMB Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rmb Smid, and Rmb Smid 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 Smid Performance
Evaluating Rmb Smid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rmb Smid 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 Smid 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 at least 80 percent of its net assets in equity securities of companies with small- to-mid- market capitalizations. For this purpose, the Adviser defines a small-to-medium capitalization company as a company that has a market capitalization of between 500 million and 40.02 billion at the time of purchase.Things to note about Rmb Smid Cap performance evaluation
Checking the ongoing alerts about Rmb Smid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rmb Smid 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 Smid's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Rmb Smid's mutual fund performance include:- Analyzing Rmb Smid'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 Smid's stock is overvalued or undervalued compared to its peers.
- Examining Rmb Smid'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 Smid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rmb Smid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rmb Smid's mutual fund. These opinions can provide insight into Rmb Smid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in RMB Mutual Fund
Rmb Smid 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 Smid security.
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