Riverpark Large Growth Fund Manager Performance Evaluation
| RPXIX Fund | USD 30.72 0.14 0.45% |
The fund holds a Beta of -0.0525, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Riverpark Large are expected to decrease at a much lower rate. During the bear market, Riverpark Large is likely to outperform the market.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Riverpark Large Growth are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Riverpark Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 26th of January 2023 | |
| Expense Ratio | 1.0000 |
Riverpark |
Riverpark Large Relative Risk vs. Return Landscape
If you would invest 2,792 in Riverpark Large Growth on August 30, 2024 and sell it today you would earn a total of 280.00 from holding Riverpark Large Growth or generate 10.03% return on investment over 90 days. Riverpark Large Growth is currently producing 0.1555% returns and takes up 0.8662% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Riverpark, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Riverpark Large Current Valuation
Overvalued
Today
Please note that Riverpark Large's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Riverpark Large Growth holds a recent Real Value of $28.15 per share. The prevailing price of the fund is $30.72. We determine the value of Riverpark Large Growth 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 Riverpark Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Riverpark Mutual Fund. However, Riverpark Large'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 30.72 | Real 28.15 | Hype 30.72 | Naive 30.71 |
The intrinsic value of Riverpark Large'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 Riverpark Large'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 Riverpark Large Growth helps investors to forecast how Riverpark 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 Riverpark Large more accurately as focusing exclusively on Riverpark Large's fundamentals will not take into account other important factors: Riverpark Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Riverpark Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Riverpark Large Growth, and traders can use it to determine the average amount a Riverpark Large'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 = 0.1795
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | RPXIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Riverpark Large is performing at about 14% 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 Riverpark Large by adding it to a well-diversified portfolio.
Riverpark Large Fundamentals Growth
Riverpark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Riverpark Large, and Riverpark Large 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 Riverpark Mutual Fund performance.
| Price To Earning | 22.25 X | ||||
| Price To Book | 3.16 X | ||||
| Price To Sales | 2.75 X | ||||
| Total Asset | 26.09 M | ||||
About Riverpark Large Performance
Evaluating Riverpark Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Riverpark Large 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 Riverpark Large 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 funds managers seeks long-term capital appreciation by investing in equity securities of large capitalization companies that RiverPark believes have above-average growth prospects. Under normal circumstances, it invests at least 80 percent of its net assets in the securities of large capitalization companies. The fund invests primarily in common stocks. The funds managers consider companies with market capitalizations in excess of 5 billion to be large capitalization companies.Things to note about Riverpark Large Growth performance evaluation
Checking the ongoing alerts about Riverpark Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Riverpark Large Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Riverpark Large Growth maintains 98.33% of its assets in stocks |
- Analyzing Riverpark Large'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 Riverpark Large's stock is overvalued or undervalued compared to its peers.
- Examining Riverpark Large'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 Riverpark Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Riverpark Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Riverpark Large's mutual fund. These opinions can provide insight into Riverpark Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Riverpark Mutual Fund
Riverpark Large financial ratios help investors to determine whether Riverpark 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 Riverpark with respect to the benefits of owning Riverpark Large security.
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