Moderate Strategy Fund Manager Performance Evaluation
| RMLAX Fund | USD 9.20 0.03 0.33% |
The fund secures a Beta (Market Risk) of -0.0588, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Moderate Strategy are expected to decrease at a much lower rate. During the bear market, Moderate Strategy is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Moderate Strategy Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Moderate Strategy is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreModerate |
Moderate Strategy Relative Risk vs. Return Landscape
If you would invest 941.00 in Moderate Strategy Fund on January 16, 2025 and sell it today you would lose (21.00) from holding Moderate Strategy Fund or give up 2.23% of portfolio value over 90 days. Moderate Strategy Fund is currently producing negative expected returns and takes up 0.6597% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Moderate, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Moderate Strategy Current Valuation
Fairly Valued
Today
Please note that Moderate Strategy's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Moderate Strategy secures a last-minute Real Value of $9.22 per share. The latest price of the fund is $9.2. We determine the value of Moderate Strategy from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend 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 Moderate Strategy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Moderate Mutual Fund. However, Moderate Strategy'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 9.2 | Real 9.22 | Hype 9.2 |
The intrinsic value of Moderate Strategy'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 Moderate Strategy'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 Moderate Strategy Fund helps investors to forecast how Moderate 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 Moderate Strategy more accurately as focusing exclusively on Moderate Strategy's fundamentals will not take into account other important factors: Moderate Strategy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Moderate Strategy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Moderate Strategy Fund, and traders can use it to determine the average amount a Moderate Strategy'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 = -0.0511
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RMLAX |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Moderate Strategy 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 Moderate Strategy by adding Moderate Strategy to a well-diversified portfolio.
Moderate Strategy Fundamentals Growth
Moderate Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Moderate Strategy, and Moderate Strategy 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 Moderate Mutual Fund performance.
| Price To Earning | 15.60 X | ||||
| Price To Book | 1.50 X | ||||
| Price To Sales | 1.18 X | ||||
| Total Asset | 169.88 M | ||||
About Moderate Strategy Performance
Evaluating Moderate Strategy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Moderate Strategy 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 Moderate Strategy 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 is a fund of funds, which seeks to achieve its objective by investing in a combination of several other Russell Investment Company Funds. The funds adviser intends its strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments.Things to note about Moderate Strategy performance evaluation
Checking the ongoing alerts about Moderate Strategy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Moderate Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Moderate Strategy generated a negative expected return over the last 90 days | |
| The fund maintains about 9.84% of its assets in cash |
- Analyzing Moderate Strategy'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 Moderate Strategy's stock is overvalued or undervalued compared to its peers.
- Examining Moderate Strategy'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 Moderate Strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Moderate Strategy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Moderate Strategy's mutual fund. These opinions can provide insight into Moderate Strategy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Moderate Mutual Fund
Moderate Strategy financial ratios help investors to determine whether Moderate 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 Moderate with respect to the benefits of owning Moderate Strategy security.
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