Inverse Sp 500 Fund Manager Performance Evaluation
| RYARX Fund | USD 21.26 0.01 0.05% |
The fund retains a Market Volatility (i.e., Beta) of -0.86, which attests to possible diversification benefits within a given portfolio. As the market becomes more bullish, returns on owning Inverse Sp are expected to decrease slowly. On the other hand, during market turmoil, Inverse Sp is expected to outperform it slightly.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Inverse Sp 500 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Inverse Sp is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 19th of August 2022 | |
| Expense Ratio | 1.7000 |
Inverse |
Inverse Sp Relative Risk vs. Return Landscape
If you would invest 2,207 in Inverse Sp 500 on August 24, 2024 and sell it today you would lose (81.00) from holding Inverse Sp 500 or give up 3.67% of portfolio value over 90 days. Inverse Sp 500 is currently producing negative expected returns and takes up 0.782% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Inverse, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Inverse Sp Current Valuation
Overvalued
Today
Please note that Inverse Sp's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Inverse Sp 500 retains a regular Real Value of $19.7 per share. The prevalent price of the fund is $21.26. We determine the value of Inverse Sp 500 from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Inverse Sp is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inverse Mutual Fund. However, Inverse Sp'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 21.26 | Real 19.7 | Hype 21.26 | Naive 21.42 |
The intrinsic value of Inverse Sp'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 Inverse Sp'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 Inverse Sp 500 helps investors to forecast how Inverse 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 Inverse Sp more accurately as focusing exclusively on Inverse Sp's fundamentals will not take into account other important factors: Inverse Sp Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inverse Sp's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Inverse Sp 500, and traders can use it to determine the average amount a Inverse Sp'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 = -0.072
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RYARX |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Inverse Sp 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 Inverse Sp by adding Inverse Sp to a well-diversified portfolio.
Inverse Sp Fundamentals Growth
Inverse Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inverse Sp, and Inverse Sp 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 Inverse Mutual Fund performance.
| Total Asset | 2.59 M | ||||
About Inverse Sp Performance
Evaluating Inverse Sp's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inverse Sp 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 Inverse Sp 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 will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. The index is a capitalization-weighted index composed of 500 common stocks. The fund is non-diversified.Things to note about Inverse Sp 500 performance evaluation
Checking the ongoing alerts about Inverse Sp for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inverse Sp 500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Inverse Sp 500 generated a negative expected return over the last 90 days | |
| This fund generated-14.0 ten year return of -14.0% | |
| Inverse Sp maintains about 20.55% of its assets in cash |
- Analyzing Inverse Sp'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 Inverse Sp's stock is overvalued or undervalued compared to its peers.
- Examining Inverse Sp'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 Inverse Sp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inverse Sp's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inverse Sp's mutual fund. These opinions can provide insight into Inverse Sp's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Inverse Mutual Fund
Inverse Sp financial ratios help investors to determine whether Inverse 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 Inverse with respect to the benefits of owning Inverse Sp security.
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