Rising Rates Opportunity Fund Manager Performance Evaluation
| RRPSX Fund | USD 37.60 0.18 0.48% |
The fund holds a Beta of -0.15, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Rising Rates are expected to decrease at a much lower rate. During the bear market, Rising Rates is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Rising Rates Opportunity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Rising Rates is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreRising |
Rising Rates Relative Risk vs. Return Landscape
If you would invest 3,784 in Rising Rates Opportunity on November 20, 2025 and sell it today you would lose (24.00) from holding Rising Rates Opportunity or give up 0.63% of portfolio value over 90 days. Rising Rates Opportunity is currently producing negative expected returns and takes up 0.6514% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Rising, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rising Rates Current Valuation
Overvalued
Today
Please note that Rising Rates' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Rising Rates Opportunity holds a recent Real Value of $34.71 per share. The prevailing price of the fund is $37.6. We determine the value of Rising Rates Opportunity 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 Rising Rates is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rising Mutual Fund. However, Rising Rates' 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 37.6 | Real 34.71 | Hype 37.6 | Naive 36.58 |
The intrinsic value of Rising Rates' 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 Rising Rates' 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 Rising Rates Opportunity helps investors to forecast how Rising 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 Rising Rates more accurately as focusing exclusively on Rising Rates' fundamentals will not take into account other important factors: Rising Rates Target Price Odds to finish over Current Price
The tendency of Rising Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 37.60 | 90 days | 37.60 | about 92.51 |
Based on a normal probability distribution, the odds of Rising Rates to move above the current price in 90 days from now is about 92.51 (This Rising Rates Opportunity probability density function shows the probability of Rising Mutual Fund to fall within a particular range of prices over 90 days) .
Rising Rates Price Density |
| Price |
Predictive Modules for Rising Rates
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Rising Rates Opportunity. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Rising Rates' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Rising Rates Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Rising Rates is not an exception. The market had few large corrections towards the Rising Rates' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Rising Rates Opportunity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Rising Rates within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.01 | |
β | Beta against Dow Jones | -0.15 | |
σ | Overall volatility | 0.50 | |
Ir | Information ratio | -0.08 |
Rising Rates Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Rising Rates for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Rising Rates Opportunity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Rising Rates generated a negative expected return over the last 90 days | |
| The fund generated-15.0 ten year return of -15.0% | |
| Rising Rates Opportunity maintains about 101.29% of its assets in cash |
Rising Rates Fundamentals Growth
Rising Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rising Rates, and Rising Rates 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 Rising Mutual Fund performance.
| Total Asset | 43.42 M | ||||
About Rising Rates Performance
Evaluating Rising Rates' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rising Rates 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 Rising Rates 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 invests in financial instruments that the fund advisors believes, in combination, should produce daily returns consistent with the Daily Target. The fund is non-diversified.Things to note about Rising Rates Opportunity performance evaluation
Checking the ongoing alerts about Rising Rates for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rising Rates Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rising Rates generated a negative expected return over the last 90 days | |
| The fund generated-15.0 ten year return of -15.0% | |
| Rising Rates Opportunity maintains about 101.29% of its assets in cash |
- Analyzing Rising Rates' 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 Rising Rates' stock is overvalued or undervalued compared to its peers.
- Examining Rising Rates' 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 Rising Rates' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rising Rates' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rising Rates' mutual fund. These opinions can provide insight into Rising Rates' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rising Mutual Fund
Rising Rates financial ratios help investors to determine whether Rising 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 Rising with respect to the benefits of owning Rising Rates security.
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