Redwood Managed Volatility Fund Manager Performance Evaluation

RWDIX Fund  USD 11.25  0.01  0.09%   
The fund holds a Beta of 0.0189, which implies not very significant fluctuations relative to the market. As returns on the market increase, Redwood Managed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Redwood Managed is expected to be smaller as well.

Risk-Adjusted Performance

Strong

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Redwood Managed Volatility are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Redwood Managed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Midmarket Firm Truelink Capital Targets 1.5 Billion for Sophomore Fund - The Wall Street Journal
12/03/2025
  

Redwood Managed Relative Risk vs. Return Landscape

If you would invest  1,106  in Redwood Managed Volatility on November 5, 2025 and sell it today you would earn a total of  19.00  from holding Redwood Managed Volatility or generate 1.72% return on investment over 90 days. Redwood Managed Volatility is currently producing 0.0284% returns and takes up 0.0834% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Redwood, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Redwood Managed is expected to generate 2.64 times less return on investment than the market. But when comparing it to its historical volatility, the company is 9.1 times less risky than the market. It trades about 0.34 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 of returns per unit of risk over similar time horizon.

Redwood Managed Current Valuation

Overvalued
Today
11.25
Please note that Redwood Managed's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Redwood Managed Vola holds a recent Real Value of $10.33 per share. The prevailing price of the fund is $11.25. We determine the value of Redwood Managed Vola 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 Redwood Managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Redwood Mutual Fund. However, Redwood Managed'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  11.25 Real  10.33 Hype  11.25 Naive  11.23
The intrinsic value of Redwood Managed'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 Redwood Managed'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.
10.33
Real Value
12.38
Upside
Estimating the potential upside or downside of Redwood Managed Volatility helps investors to forecast how Redwood 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 Redwood Managed more accurately as focusing exclusively on Redwood Managed's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.1911.2311.28
Details
Hype
Prediction
LowEstimatedHigh
11.1711.2511.33
Details
Naive
Forecast
LowNext ValueHigh
11.1511.2311.32
Details
Below is the normalized historical share price chart for Redwood Managed Volatility extending back to December 19, 2013. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Redwood Managed stands at 11.25, as last reported on the 3rd of February, with the highest price reaching 11.25 and the lowest price hitting 11.25 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Redwood Managed Target Price Odds to finish over Current Price

The tendency of Redwood 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 11.25 90 days 11.25 
about 7.28
Based on a normal probability distribution, the odds of Redwood Managed to move above the current price in 90 days from now is about 7.28 (This Redwood Managed Volatility probability density function shows the probability of Redwood Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Redwood Managed has a beta of 0.0189 indicating as returns on the market go up, Redwood Managed average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Redwood Managed Volatility will be expected to be much smaller as well. Additionally Redwood Managed Volatility has an alpha of 0.0082, implying that it can generate a 0.00815 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Redwood Managed Price Density   
       Price  

Predictive Modules for Redwood Managed

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Redwood Managed Vola. 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.
Hype
Prediction
LowEstimatedHigh
11.1711.2511.33
Details
Intrinsic
Valuation
LowRealHigh
10.2510.3312.38
Details
Naive
Forecast
LowNextHigh
11.1511.2311.32
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.1911.2311.28
Details

Redwood Managed Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Redwood Managed is not an exception. The market had few large corrections towards the Redwood Managed'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 Redwood Managed Volatility, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Redwood Managed within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.01
β
Beta against Dow Jones0.02
σ
Overall volatility
0.07
Ir
Information ratio -0.41

Redwood Managed 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 Redwood Managed for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Redwood Managed Vola can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains about 48.22% of its assets in cash

Redwood Managed Fundamentals Growth

Redwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Redwood Managed, and Redwood Managed 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 Redwood Mutual Fund performance.

About Redwood Managed Performance

Evaluating Redwood Managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Redwood Managed 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 Redwood Managed 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 adviser uses a trend-following strategy that seeks to identify the critical turning points in the markets for high yield bonds and bank loans. The funds adviser uses a quantitatively driven process that seeks to invest in diversified high yield bond, bank loan, and other fixed income exposure with similar characteristics when the high yield bond and bank loan markets are trending upwards, and short-term fixed income securities when the high yield bond and bank loan markets are trending downwards.

Things to note about Redwood Managed Vola performance evaluation

Checking the ongoing alerts about Redwood Managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Redwood Managed Vola help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 48.22% of its assets in cash
Evaluating Redwood Managed's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Redwood Managed's mutual fund performance include:
  • Analyzing Redwood Managed'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 Redwood Managed's stock is overvalued or undervalued compared to its peers.
  • Examining Redwood Managed'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 Redwood Managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Redwood Managed's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Redwood Managed's mutual fund. These opinions can provide insight into Redwood Managed's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Redwood Managed's mutual fund performance is not an exact science, and many factors can impact Redwood Managed's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Redwood Mutual Fund

Redwood Managed financial ratios help investors to determine whether Redwood 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 Redwood with respect to the benefits of owning Redwood Managed security.
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