Multifactor Equity Fund Manager Performance Evaluation
| RTDCX Fund | USD 13.49 0.27 2.04% |
The fund secures a Beta (Market Risk) of 0.13, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Multifactor's returns are expected to increase less than the market. However, during the bear market, the loss of holding Multifactor is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Multifactor Equity Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Multifactor showed solid returns over the last few months and may actually be approaching a breakup point.
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Multifactor |
Multifactor Relative Risk vs. Return Landscape
If you would invest 883.00 in Multifactor Equity Fund on November 9, 2025 and sell it today you would earn a total of 466.00 from holding Multifactor Equity Fund or generate 52.77% return on investment over 90 days. Multifactor Equity Fund is currently producing 0.8406% returns and takes up 6.159% volatility of returns over 90 trading days. Put another way, 55% of traded mutual funds are less volatile than Multifactor, and 84% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Multifactor Current Valuation
Overvalued
Today
Please note that Multifactor's price fluctuation is slightly risky at this time. At this time, the fund appears to be overvalued. Multifactor Equity secures a last-minute Real Value of $12.53 per share. The latest price of the fund is $13.49. We determine the value of Multifactor Equity 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 Multifactor is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Multifactor Mutual Fund. However, Multifactor'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 13.49 | Real 12.53 | Hype 10.83 | Naive 14.57 |
The intrinsic value of Multifactor'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 Multifactor'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 Multifactor Equity Fund helps investors to forecast how Multifactor 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 Multifactor more accurately as focusing exclusively on Multifactor's fundamentals will not take into account other important factors: Multifactor Target Price Odds to finish over Current Price
The tendency of Multifactor 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 |
| 13.49 | 90 days | 13.49 | about 16.39 |
Based on a normal probability distribution, the odds of Multifactor to move above the current price in 90 days from now is about 16.39 (This Multifactor Equity Fund probability density function shows the probability of Multifactor Mutual Fund to fall within a particular range of prices over 90 days) .
Multifactor Price Density |
| Price |
Predictive Modules for Multifactor
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Multifactor Equity. 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 Multifactor's 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.
Multifactor Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Multifactor is not an exception. The market had few large corrections towards the Multifactor's 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 Multifactor Equity Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Multifactor within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.76 | |
β | Beta against Dow Jones | 0.13 | |
σ | Overall volatility | 2.32 | |
Ir | Information ratio | 0.12 |
Multifactor 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 Multifactor for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Multifactor Equity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Multifactor Equity is way too risky over 90 days horizon | |
| Multifactor Equity appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: Winners Losers Can REAX grow without external funding - Earnings Recap Report Fast Exit and Entry Strategy Plans - baoquankhu1.vn | |
| The fund maintains 97.08% of its assets in stocks |
Multifactor Fundamentals Growth
Multifactor Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Multifactor, and Multifactor 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 Multifactor Mutual Fund performance.
| Total Asset | 540.57 M | ||||
About Multifactor Performance
Evaluating Multifactor's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Multifactor 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 Multifactor 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 has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. It invests principally in common stocks of large and medium capitalization U.S. companies but may also invest in small capitalization U.S. companies. The manager defines large and medium capitalization companies as those companies represented by the Russell 1000 Index or with market capitalization within the capitalization range of the Russell 1000 Index.Things to note about Multifactor Equity performance evaluation
Checking the ongoing alerts about Multifactor for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Multifactor Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Multifactor Equity is way too risky over 90 days horizon | |
| Multifactor Equity appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: Winners Losers Can REAX grow without external funding - Earnings Recap Report Fast Exit and Entry Strategy Plans - baoquankhu1.vn | |
| The fund maintains 97.08% of its assets in stocks |
- Analyzing Multifactor'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 Multifactor's stock is overvalued or undervalued compared to its peers.
- Examining Multifactor'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 Multifactor's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Multifactor's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Multifactor's mutual fund. These opinions can provide insight into Multifactor's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Multifactor Mutual Fund
Multifactor financial ratios help investors to determine whether Multifactor 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 Multifactor with respect to the benefits of owning Multifactor security.
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